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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2176
Planned Solutions
California
$744K – – –
CAM
2177
Clark Asset Management
New Hampshire
$744K +$6.14K +57 +0.7%
LAM
2178
Lewis Asset Management
California
$743K +$111K +1,030 +15%
RMC
2179
Resources Management Corp
Connecticut
$743K -$39.9K -370 -4%
SCM
2180
Sunbeam Capital Management
Georgia
$743K +$4.74K +44 +0.6%
ASG
2181
Ariston Services Group
California
$740K – – –
CFSG
2182
Clark Financial Services Group
Missouri
$740K +$402K +3,727 +85%
RW
2183
RVW Wealth
California
$739K +$43.1K +400 +5%
NCM
2184
Novare Capital Management
North Carolina
$738K +$428K +3,970 +102%
ACA
2185
Ackerman Capital Advisors
Texas
$738K – – –
OWA
2186
Octavia Wealth Advisors
Ohio
$738K -$140K -1,302 -14%
PA
2187
PFG Advisors
Arizona
$738K -$401K -3,724 -32%
MCA
2188
Magnolia Capital Advisors
Mississippi
$737K +$148K +1,375 +21%
AIC
2189
Argus Investors Counsel
New York
$737K -$5.39K -50 -0.6%
PPWM
2190
PFG Private Wealth Management
Florida
$736K +$589K +5,466 +230%
MCA
2191
Martin Capital Advisors
Texas
$734K – – –
HWM
2192
Howard Wealth Management
Connecticut
$732K -$1.19K -11 -0.1%
RP
2193
Rowlandmiller & Partners
Georgia
$731K -$5.39K -50 -0.6%
GITFIT
2194
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$731K +$53.9K +500 +7%
SWM
2195
SHP Wealth Management
Massachusetts
$729K +$838K +7,776 New
APW
2196
Austin Private Wealth
Texas
$728K -$171K -1,584 -17%
EV
2197
EJMK Ventures
Illinois
$727K +$836K +7,756 New
VAG
2198
VisionPoint Advisory Group
Texas
$727K -$54.6K -506 -6%
OC
2199
Opinicus Capital
Florida
$725K -$2.91K -27 -0.3%
BFO
2200
Biltmore Family Office
North Carolina
$725K +$31.3K +290 +4%
86 87
88
89 90