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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1901
Optima Capital
Oregon
$16.6K +$16.8K +258 New
SC
1902
Swan Capital
Florida
$16.4K – – –
HHMI
1903
Howard Hughes Medical Institute
Maryland
$16.2K – – –
DSC
1904
Daytona Street Capital
Missouri
$15.9K +$16.3K +250 New
AWA
1905
Acumen Wealth Advisors
Tennessee
$15.5K +$15.7K +241 New
ACM
1906
Anfield Capital Management
California
$14.9K +$4.5K +69 +42%
AIA
1907
Aventus Investment Advisors
Florida
$14.8K – – –
EAM
1908
Eukles Asset Management
Ohio
$14.8K – – –
IA
1909
IFS Advisors
Kansas
$14.7K +$2.67K +41 +22%
MIM
1910
MTM Investment Management
South Carolina
$14.5K +$1.3K +20 +10%
Q1WB
1911
Quest 10 Wealth Builders
Virginia
$14.2K -$65 -1 -0.4%
NWM
1912
Nova Wealth Management
Florida
$14.2K -$2.67K -41 -16%
FFL
1913
Financial Freedom LLC
Ohio
$13.9K +$65 +1 +0.5%
SA
1914
Seneschal Advisors
Washington
$13.7K -$196 -3 -1%
AFG
1915
Albion Financial Group
Utah
$13.6K – – –
LAMC
1916
Longview Asset Management (California)
California
$13.5K – – –
MWA
1917
Medallion Wealth Advisors
Connecticut
$12.7K -$2.67K -41 -17%
FCT
1918
First Community Trust
Iowa
$12.7K – – –
CH
1919
CDKV Holdings
Colorado
$12.7K +$13K +200 New
IWM
1920
IMG Wealth Management
Florida
$12.6K +$6.52K +100 +103%
RCM
1921
Raleigh Capital Management
North Carolina
$12.4K -$3.13K -48 -20%
WAG
1922
Wiser Advisor Group
Arizona
$12.3K +$391 +6 +3%
CIAS
1923
CBIZ Investment Advisory Services
Ohio
$12.2K -$3.13K -48 -20%
AWM
1924
Abound Wealth Management
Tennessee
$12K – – –
LWMI
1925
Legacy Wealth Management (Idaho)
Idaho
$11.9K +$10K +154 +481%
75 76
77
78 79