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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3001
Birch Capital Management
Texas
$522K -$164K -3,650 -23%
CCA
3002
Clearwater Capital Advisors
Illinois
$522K +$7.62K +170 +1%
WFAG
3003
Wescott Financial Advisory Group
Pennsylvania
$522K +$11.2K +250 +2%
CCP
3004
Cassia Capital Partners
North Carolina
$519K +$10.3K +230 +2%
FC
3005
Fusion Capital
South Carolina
$519K -$107K -2,390 -17%
RLWM
3006
RF&L Wealth Management
Massachusetts
$518K – – –
SFP
3007
Sweet Financial Partners
Minnesota
$518K +$7.62K +170 +1%
III
3008
Independent Investors Inc
New York
$518K +$71.7K +1,600 +16%
PFG
3009
PAX Financial Group
Texas
$517K +$14.8K +330 +3%
CWA
3010
Clearview Wealth Advisors
Oregon
$517K -$139K -3,110 -21%
GCGDR
3011
Genoa Capital Gestora de Recursos
$516K +$531K +11,860 New
RFG
3012
RFP Financial Group
Georgia
$515K +$44.8K +1,000 +9%
WIA
3013
World Investment Advisors
California
$515K +$8.51K +190 +2%
MAM
3014
Milestone Asset Management
Pennsylvania
$515K +$515K +11,490 New
IPW
3015
Impact Partnership Wealth
Georgia
$513K +$195K +4,360 +59%
PA
3016
Parkside Advisors
California
$512K – – –
LCM
3017
LVM Capital Management
Michigan
$512K -$148K -3,300 -22%
TNB
3018
Thomasville National Bank
Georgia
$511K -$46.6K -1,040 -8%
CVM
3019
Cheviot Value Management
California
$511K +$3.58K +80 +0.7%
AIA
3020
Armor Investment Advisors
North Carolina
$510K +$6.72K +150 +1%
BSSFA
3021
Baron Silver Stevens Financial Advisors
Florida
$510K +$62.3K +1,390 +13%
AFG
3022
AFS Financial Group
Maryland
$509K -$44.8K -1,000 -8%
LWM
3023
Ledge Wealth Management
Minnesota
$509K +$108K +2,410 +26%
CCP
3024
Carmel Capital Partners
California
$509K +$80.2K +1,790 +18%
LD
3025
Lipe & Dalton
New York
$509K +$22.4K +500 +4%
119 120
121
122 123