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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2651
Precision Wealth Strategies
Missouri
$427K -$941K -43,460 -74%
FCAG
2652
First Capital Advisors Group
New Jersey
$427K -$468K -21,620 -58%
EM
2653
ELCO Management
New York
$426K +$332K +15,350 New
TCWM
2654
Total Clarity Wealth Management
Illinois
$426K -$105K -4,870 -24%
CPIH
2655
Consolidated Press International Holdings
Australia
$426K +$332K +15,320 New
WKWM
2656
Walter & Keenan Wealth Management
Indiana
$425K +$331K +15,290 New
HAIM
2657
Hunter Associates Investment Management
Pennsylvania
$422K +$22.9K +1,060 +7%
LCM
2658
LVM Capital Management
Michigan
$421K -$98.3K -4,540 -23%
EI
2659
Ellevest Inc
New York
$418K +$2.38K +110 +0.7%
KCM
2660
Kathmere Capital Management
Pennsylvania
$418K +$2.81K +130 +0.9%
NAM
2661
NTV Asset Management
West Virginia
$418K +$11.7K +540 +4%
BFG
2662
Bouchey Financial Group
New York
$417K -$433 -20 -0.1%
VAFP
2663
Vahanian & Associates Financial Planning
New York
$416K +$16.9K +780 +5%
CCT
2664
Capital City Trust
Florida
$416K +$324K +14,970 New
CC
2665
Callan Capital
California
$415K +$19K +880 +6%
DI
2666
DAGCO Inc
Ohio
$415K +$9.09K +420 +3%
SWIM
2667
Smallwood Wealth Investment Management
New Jersey
$415K -$137K -6,350 -30%
LF
2668
Lee Financial
Texas
$414K -$31.2K -1,440 -9%
SDWIA
2669
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$414K +$322K +14,890 New
TNA
2670
True North Advisors
Texas
$414K +$1.73K +80 +0.5%
WRPWM
2671
Werba Rubin Papier Wealth Management
California
$414K -$62.1K -2,870 -16%
CWM
2672
Cherrydale Wealth Management
New Jersey
$414K -$10.4K -480 -3%
OHWP
2673
Oak Harbor Wealth Partners
North Carolina
$413K +$322K +14,880 New
WAM
2674
Weinberger Asset Management
California
$413K – – –
BC
2675
Bridgefront Capital
Texas
$412K +$321K +14,830 New
105 106
107
108 109