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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1826
Mainsail Asset Management
Alabama
$1.2M -$88.4K -820 -6%
RWM
1827
Riverbend Wealth Management
South Carolina
$1.2M +$78.8K +731 +6%
TCBWMS
1828
Texas Capital Bank Wealth Management Services
Texas
$1.2M +$69.2K +642 +5%
OAM
1829
Occidental Asset Management
California
$1.2M +$166K +1,542 +14%
SSG
1830
Summit Securities Group
New York
$1.19M +$1.23M +11,365 +824%
AA
1831
Apriem Advisors
California
$1.19M -$316K -2,930 -19%
CP
1832
Covenant Partners
Tennessee
$1.19M +$4.31K +40 +0.3%
CWA
1833
Carolina Wealth Advisors
South Carolina
$1.19M +$1.18M +10,937 +629%
PFWA
1834
Paces Ferry Wealth Advisors
Georgia
$1.19M -$25.9K -240 -2%
LCWP
1835
Legacy Capital Wealth Partners
Arkansas
$1.19M +$138K +1,279 +11%
CIA
1836
Cladis Investment Advisory
Montana
$1.19M +$637K +5,910 +88%
KTM
1837
Keeler Thomas Management
Utah
$1.19M +$2.48K +23 +0.2%
CCM
1838
Connective Capital Management
California
$1.19M – – –
MCM
1839
McDonough Capital Management
Florida
$1.18M -$26.2K -243 -2%
KA
1840
Kozak & Associates
Colorado
$1.18M -$15.5M -143,857 -92%
PWW
1841
Pettyjohn Wood & White
Virginia
$1.18M +$701K +6,500 +107%
BWM
1842
Baron Wealth Management
Michigan
$1.18M +$5.17K +48 +0.4%
RPWA
1843
Regent Peak Wealth Advisors
Georgia
$1.17M -$48.7K -452 -3%
HWA
1844
HHM Wealth Advisors
Tennessee
$1.17M +$5.39K +50 +0.4%
LWA
1845
Lineweaver Wealth Advisors
Ohio
$1.17M +$11.9K +110 +0.9%
AFA
1846
AA Financial Advisors
Ohio
$1.17M -$163K -1,514 -11%
HAFG
1847
Hansen & Associates Financial Group
California
$1.17M +$263K +2,444 +21%
RWA
1848
Rooted Wealth Advisors
Illinois
$1.17M +$998K +9,258 +175%
TFGT
1849
TS Financial Group (TSFG)
Illinois
$1.16M +$24.8K +230 +2%
EWA
1850
Etesian Wealth Advisors
Oregon
$1.16M -$38.5K -357 -3%
72 73
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