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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1626
Wealth Group
North Carolina
$218K +$223K +3,422 New
MAM
1627
Mullooly Asset Management
New Jersey
$218K +$1.24K +19 +0.6%
HWMC
1628
Heritage Wealth Management (California)
California
$218K -$15.5K -238 -7%
OPTFSNA
1629
Old Point Trust & Financial Services N A
Virginia
$218K -$42.4K -650 -16%
PWS
1630
Precision Wealth Strategies
Missouri
$217K -$74.4K -1,142 -25%
OGC
1631
One68 Global Capital
New York
$217K +$26.1K +400 +13%
MPCL
1632
My Personal CFO LLC
Washington
$216K +$221K +3,394 New
CPA
1633
Capital Performance Advisors
California
$216K +$221K +3,392 New
ACA
1634
Aspire Capital Advisors
Washington
$216K +$1.17K +18 +0.5%
CIAS
1635
CFS Investment Advisory Services
New Jersey
$216K -$37.7K -578 -15%
EWA
1636
EverSource Wealth Advisors
Alabama
$215K -$29.7K -456 -12%
CFG
1637
CKW Financial Group
Hawaii
$215K – – –
VW
1638
Veridan Wealth
Oregon
$215K +$1.3K +20 +0.6%
SFG
1639
Strive Financial Group
Indiana
$215K +$219K +3,367 New
FCM
1640
Fourpath Capital Management
Oklahoma
$214K – – –
ACIM
1641
Azimuth Capital Investment Management
Michigan
$213K +$218K +3,350 New
BFC
1642
Bedel Financial Consulting
Indiana
$213K -$244K -3,747 -53%
AOWM
1643
Asset One Wealth Management
Washington
$212K +$222K +3,413 New
IBOK
1644
Independence Bank of Kentucky
Kentucky
$212K -$47.8K -733 -18%
MHR
1645
Matthew Hamilton Rosenberg
$212K +$5.87K +90 +3%
PCM
1646
Prelude Capital Management
New York
$210K +$215K +3,298 New
CCM
1647
Chickasaw Capital Management
Tennessee
$210K -$60K -920 -22%
ICM
1648
Intrepid Capital Management
Florida
$210K -$629K -9,645 -75%
RIG
1649
RiverFront Investment Group
Virginia
$210K +$18.3K +280 +9%
WCM
1650
Windsor Capital Management
Arizona
$209K +$5.41K +83 +3%
64 65
66
67 68