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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2301
Clear Point Advisors
New York
$415K – – –
HAM
2302
Harmony Asset Management
Arizona
$414K – – –
CIC
2303
Cutler Investment Counsel
Oregon
$414K +$383K +4,650 New
MA
2304
Maxele Advisors
Missouri
$414K +$383K +4,650 New
SCM
2305
Sunbeam Capital Management
Georgia
$414K +$383K +4,650 New
DF
2306
Dunhill Financial
United Kingdom
$412K +$142K +1,730 +60%
BFIC
2307
Bedell Frazier Investment Counselling
California
$412K +$8.23K +100 +2%
SLWA
2308
San Luis Wealth Advisors
California
$411K +$379K +4,610 New
LAM
2309
Lifestyle Asset Management
Texas
$411K -$33.7K -410 -8%
WA
2310
WESPAC Advisors
California
$411K +$21.4K +260 +6%
EIG
2311
Ellenbecker Investment Group
Wisconsin
$411K – – –
LF
2312
Lantz Financial
Illinois
$410K -$11.5K -140 -3%
FDS
2313
First Dallas Securities
Texas
$410K – – –
RCM
2314
RNC Capital Management
California
$410K -$6.58K -80 -2%
FIC
2315
Family Investment Center
Missouri
$409K -$58.4K -710 -13%
AWM
2316
Alterna Wealth Management
Texas
$409K +$37K +450 +11%
AI
2317
Atom Investors
Texas
$408K +$377K +4,580 New
ACM
2318
Alpha Capital Management
Texas
$407K +$30.5K +370 +9%
PIAS
2319
PCA Investment Advisory Services
Ohio
$406K +$16.5K +200 +5%
FPW
2320
Fairvoy Private Wealth
Alabama
$406K +$375K +4,550 New
HFAS
2321
Hummer Financial Advisory Services
Illinois
$404K – – –
SGK
2322
Steigerwald Gordon & Koch
Virginia
$404K – – –
KWS
2323
Keystone Wealth Services
California
$404K +$21.4K +260 +6%
BW
2324
BIP Wealth
Georgia
$403K +$71.6K +870 +24%
FMC
2325
First Merchants Corp
Indiana
$403K +$41.2K +500 +12%
91 92
93
94 95