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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2426
4J Wealth Management
Virginia
$395K -$1.9K -20 -0.5%
OAS
2427
Optivise Advisory Services
Tennessee
$394K +$34.2K +360 +9%
LOIM
2428
Liberty One Investment Management
Illinois
$394K +$4.75K +50 +1%
BHWM
2429
Bar Harbor Wealth Management
New Hampshire
$392K – – –
CCM
2430
Crew Capital Management
Ohio
$390K +$6.66K +70 +2%
PIMG
2431
Patriot Investment Management Group
Tennessee
$389K – – –
GGA
2432
Granite Group Advisors
Connecticut
$389K – – –
SFG
2433
Seamount Financial Group
Colorado
$388K +$88.4K +930 +29%
CAL
2434
Capital Advisors Ltd
Ohio
$386K -$3.8K -40 -1%
MAM
2435
McLean Asset Management
Virginia
$386K +$33.3K +350 +9%
AF
2436
Atala Financial
California
$383K – – –
ANBT
2437
American National Bank & Trust
Texas
$383K +$9.51K +100 +2%
SPC
2438
Spirepoint Private Client
Florida
$383K +$10.5K +110 +3%
NAMP
2439
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$382K – – –
OFG
2440
Oxford Financial Group
Indiana
$382K +$45.6K +480 +13%
LAM
2441
Lifestyle Asset Management
Texas
$381K -$49.5K -520 -11%
AWM
2442
Alterna Wealth Management
Texas
$381K -$47.6K -500 -11%
FC
2443
Financial Council
Maryland
$381K – – –
CWM
2444
Crowley Wealth Management
Delaware
$381K +$14.3K +150 +4%
BFA
2445
Beaumont Financial Advisors
Massachusetts
$381K +$17.1K +180 +5%
SAF
2446
Smith Anglin Financial
Texas
$381K -$7.61K -80 -2%
AWM
2447
Adams Wealth Management
Utah
$380K +$106K +1,110 +37%
CI
2448
CacheTech Inc
Utah
$380K +$106K +1,110 +37%
CC
2449
Commons Capital
Massachusetts
$380K +$95.1K +1,000 +32%
JPLA
2450
Joseph P. Lucia & Associates
New York
$380K – – –
96 97
98
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