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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
4501
Resolute Capital
South Carolina
$1.51M +$1.51M +8,107 New
DEM
4502
Disciplined Equity Management
Florida
$1.51M -$27.9K -150 -2%
AI
4503
ArchPoint Investors
Florida
$1.51M +$102K +550 +7%
SL
4504
SWMG LLC
Texas
$1.51M +$148K +793 +11%
PRTG
4505
Post Resch Tallon Group
New York
$1.5M +$101K +544 +7%
RF
4506
Roxbury Financial
New Jersey
$1.5M -$90.5K -486 -6%
MAA
4507
Matrix Asset Advisors
New York
$1.5M -$56.4K -303 -4%
DO
4508
denkapparat Operations
Germany
$1.5M +$169K +908 +13%
SHWA
4509
Safe Harbor Wealth Advisors
Ohio
$1.5M +$1.5M +8,032 New
4WM
4510
44 Wealth Management
Oregon
$1.5M +$41.3K +222 +3%
BI
4511
Ballast Inc
Kentucky
$1.49M -$186K -1,001 -11%
LOPW
4512
Live Oak Private Wealth
North Carolina
$1.49M -$32.2K -173 -2%
PM
4513
Phraction Management
Connecticut
$1.49M -$25.1K -135 -2%
RFP
4514
Roth Financial Partners
Texas
$1.49M – – –
PI
4515
Parkside Investments
Illinois
$1.49M +$931K +5,000 +167%
MWP
4516
Meriwether Wealth & Planning
Louisiana
$1.49M -$31.5K -169 -2%
PMSA
4517
Patrick M. Sweeney & Associates
Illinois
$1.49M +$530K +2,847 +55%
LIM
4518
Letson Investment Management
Georgia
$1.49M -$143K -770 -9%
RCM
4519
Ridgepath Capital Management
Tennessee
$1.49M – – –
BAMG
4520
Brand Asset Management Group
Missouri
$1.49M +$194K +1,044 +15%
AWA
4521
Aquire Wealth Advisors
Utah
$1.49M -$11.4K -61 -0.8%
CCM
4522
Chaney Capital Management
Washington
$1.48M +$30.3K +163 +2%
LA
4523
Lynch & Associates
Indiana
$1.48M +$85.6K +460 +6%
LRIA
4524
Leonard Rickey Investment Advisors
Washington
$1.48M -$37.2K -200 -2%
MCA
4525
Maryland Capital Advisors
Maryland
$1.47M +$31.3K +168 +2%
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181
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