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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
4001
Oder Investment Management
California
$2.78M -$133K -645 -4%
CWMA
4002
Capstone Wealth Management (Alabama)
Alabama
$2.78M +$1.93M +9,401 +209%
CCM
4003
Crew Capital Management
Ohio
$2.78M -$101K -493 -3%
AWA
4004
Argos Wealth Advisors
California
$2.78M +$417K +2,026 +17%
UCB
4005
United Community Bank
South Carolina
$2.77M -$1.72M -8,345 -38%
SO
4006
Sierra Ocean
California
$2.77M +$63.5K +309 +2%
LWA
4007
LifeGoal Wealth Advisors
New York
$2.77M +$833K +4,053 +41%
ACM
4008
Avalon Capital Management
California
$2.77M -$60.2K -293 -2%
MCI
4009
MRP Capital Investments
Georgia
$2.77M -$51.2K -249 -2%
PSF
4010
Pacific Sun Financial
California
$2.76M +$167K +812 +6%
SL
4011
Salomon & Ludwin
Virginia
$2.75M +$39.1K +190 +1%
BBPWM
4012
Blue Bell Private Wealth Management
Pennsylvania
$2.75M -$55.3K -269 -2%
WMWM
4013
Whitaker-Myers Wealth Managers
Ohio
$2.75M -$66.8K -325 -2%
SWIM
4014
Smallwood Wealth Investment Management
New Jersey
$2.75M +$37.6K +183 +1%
PPA
4015
Pacific Point Advisors
California
$2.75M +$705K +3,429 +33%
CIS
4016
Continental Investors Services
Washington
$2.75M +$285K +1,384 +12%
ECML
4017
Eagle Capital Management (Louisiana)
Louisiana
$2.75M +$32.7K +159 +1%
HFP
4018
Holistic Financial Partners
Indiana
$2.75M -$4.88M -23,712 -63%
FCM
4019
Family Capital Management
Michigan
$2.74M +$85.9K +418 +3%
CP
4020
Creekside Partners
California
$2.73M +$12.7K +62 +0.5%
1CP
4021
17 Capital Partners
Arizona
$2.73M +$61.9K +301 +2%
FNBTCON
4022
First National Bank & Trust Co of Newtown
Pennsylvania
$2.72M +$60.2K +293 +2%
EWP
4023
Equity Wealth Partners
Missouri
$2.72M +$91.9K +447 +3%
V
4024
VeraBank
Texas
$2.72M -$72.8K -354 -3%
RAM
4025
Revere Asset Management
Texas
$2.72M -$149K -725 -5%
159 160
161
162 163