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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2951
Caerus Investment Advisors
Texas
$285K -$173K -1,604 -35%
OCPWS
2952
One Charles Private Wealth Services
Massachusetts
$285K -$5.82K -54 -2%
ZIC
2953
ZWJ Investment Counsel
Georgia
$285K +$132K +1,225 +68%
PWS
2954
Physician Wealth Solutions
Nevada
$284K – – –
WPWM
2955
Western Pacific Wealth Management
Illinois
$284K – – –
GA
2956
GSG Advisors
New Jersey
$284K +$5.17K +48 +2%
AAMG
2957
AMG Asset Management Group
Georgia
$282K +$325K +3,012 New
ATI
2958
ARK & TLK Investments
Oklahoma
$282K -$1.08K -10 -0.3%
MWM
2959
Melfa Wealth Management
Massachusetts
$282K +$27.5K +255 +9%
CL
2960
CSS LLC
Illinois
$281K – – –
SWGC
2961
Summit Wealth Group (Colorado)
Colorado
$281K -$14.3M -133,064 -98%
LGG
2962
Luts & Greenleigh Group
Maryland
$280K -$10.7K -99 -3%
BWM
2963
Braeburn Wealth Management
Michigan
$280K +$322K +2,990 New
IWM
2964
Integris Wealth Management
California
$280K -$25.9K -240 -7%
CFG
2965
Clayton Financial Group
Missouri
$280K +$313K +2,907 +3,634%
HOWA
2966
Heritage Oak Wealth Advisors
Florida
$280K -$81.5K -756 -20%
MGWM
2967
Marks Group Wealth Management
Minnesota
$280K +$65K +603 +25%
TPW
2968
Tiller Private Wealth
Pennsylvania
$279K -$10.8K -100 -3%
1CP
2969
1015 Capital Partners
Pennsylvania
$279K +$321K +2,980 New
SPWG
2970
Syntegra Private Wealth Group
Missouri
$278K -$1.08K -10 -0.3%
MA
2971
MKT Advisors
California
$278K +$108 +1 +0%
CWM
2972
CCG Wealth Management
California
$278K -$14.4K -134 -4%
GC
2973
Granville Capital
North Carolina
$278K +$319K +2,961 New
MCM
2974
Mengis Capital Management
Oregon
$278K – – –
MJFG
2975
Mars Jewett Financial Group
Washington
$277K +$376K +3,484 New
117 118
119
120 121