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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2976
Legacy Bridge
Iowa
$305K – – –
CA
2977
Capital Advantage
California
$304K -$7.05K -80 -2%
CIA
2978
Cape Investment Advisory
Georgia
$304K +$69.2K +785 +33%
MCM
2979
Mengis Capital Management
Oregon
$304K +$17.6K +200 +7%
FWP
2980
Flatrock Wealth Partners
California
$303K +$278K +3,156 New
MKC
2981
M. Kraus & Co
Vermont
$303K +$47.6K +540 +21%
BIA
2982
Bell Investment Advisors
California
$303K +$36.5K +414 +15%
DFG
2983
Dupree Financial Group
Kentucky
$302K – – –
DWM
2984
DecisionMap Wealth Management
Virginia
$302K -$41.4K -470 -13%
IWM
2985
IMG Wealth Management
Florida
$302K -$7.14K -81 -3%
FA
2986
Fermata Advisors
California
$302K +$79.1K +898 +40%
MWM
2987
McNaughton Wealth Management
California
$302K +$19.4K +220 +8%
SCP
2988
Stevens Capital Partners
Nebraska
$301K +$276K +3,132 New
II
2989
Impact Investors
California
$301K +$276K +3,130 New
WMP
2990
Wealth Management Partners
Arizona
$301K +$30.8K +350 +13%
SMA
2991
Sage Mountain Advisors
Georgia
$301K -$2.66M -30,214 -91%
MA
2992
MKT Advisors
California
$300K -$176 -2 -0.1%
CMBA
2993
C.M. Bidwell & Associates
Hawaii
$300K -$1.59K -18 -0.6%
RFM
2994
Royal Fund Management
Florida
$300K -$142K -1,608 -34%
IFU
2995
iSAM Funds (UK)
United Kingdom
$299K +$274K +3,113 New
AZ
2996
Alpha Zero
Florida
$299K +$274K +3,111 New
ONSWM
2997
Old North State Wealth Management
North Carolina
$299K -$4.41K -50 -2%
TWM
2998
Trueblood Wealth Management
Ohio
$298K -$1.85K -21 -0.7%
ACA
2999
Aspire Capital Advisors
Washington
$298K -$7.49K -85 -3%
AFC
3000
Avise Financial Cooperative
California
$298K +$61.7K +700 +29%
118 119
120
121 122