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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
4101
CVFG LLC
Indiana
$2.21M -$312K -1,674 -12%
BCG
4102
Bravias Capital Group
New Jersey
$2.21M +$28.9K +155 +1%
FPH
4103
Financial Planning Hawaii
Hawaii
$2.21M +$2.21M +11,867 New
HNWA
4104
Henrickson Nauta Wealth Advisors
Michigan
$2.21M +$1.26M +6,752 +134%
MFA
4105
Morling Financial Advisors
California
$2.21M +$104K +561 +5%
AIFAIM
4106
American Institute for Advanced Investment Management
Arizona
$2.21M +$59.8K +321 +3%
SG
4107
Somerset Group
Minnesota
$2.21M +$21.2K +114 +1%
LC
4108
Lavelle Capital
California
$2.21M +$2.2M +11,837 New
BFWM
4109
Bright Futures Wealth Management
New York
$2.21M -$89.5K -481 -4%
JWM
4110
JDH Wealth Management
California
$2.21M – – –
WWM
4111
Wiser Wealth Management
Georgia
$2.2M +$79.3K +426 +4%
DMC
4112
Drexel Morgan & Co
Pennsylvania
$2.2M +$1.86M +10,000 +556%
NAMM
4113
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.19M -$19.2K -103 -0.9%
PPC
4114
Pennington Partners & Co
Maryland
$2.19M -$372 -2 -0%
GCL
4115
Gouws Capital LLC
North Carolina
$2.18M +$579K +3,113 +36%
DA
4116
Dash Acquisitions
California
$2.18M -$98.8K -531 -4%
NA
4117
Nautilus Advisors
California
$2.18M -$59.9K -322 -3%
SAM
4118
Seelaus Asset Management
New Jersey
$2.18M +$207K +1,110 +10%
TGY2IT
4119
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$2.18M +$2.18M +11,692 New
LA
4120
Lakeside Advisors
Washington
$2.18M -$57.7K -310 -3%
SFS
4121
Security Financial Services
Indiana
$2.18M -$15.4K -83 -0.7%
HWM
4122
HighMark Wealth Management
Minnesota
$2.17M -$21.6K -116 -1%
EWM
4123
Evolution Wealth Management
Florida
$2.16M +$843K +4,530 +64%
BHBT
4124
Burke & Herbert Bank & Trust
Virginia
$2.16M -$396K -2,125 -15%
TAM
4125
TCP Asset Management
Ohio
$2.16M +$14K +75 +0.7%
163 164
165
166 167