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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
4601
Chas P. Smith & Associates (CPS)
Florida
$860K -$2.27M -13,012 -74%
LIWM
4602
Long Island Wealth Management
New York
$859K -$17.4K -100 -2%
RA
4603
Resolute Advisors
California
$859K -$392K -2,250 -33%
BAM
4604
Bosun Asset Management
Illinois
$858K -$3.28M -18,790 -80%
SIMG
4605
Stephens Investment Management Group
Texas
$857K -$410K -2,354 -34%
RMAM
4606
Raab & Moskowitz Asset Management
New Jersey
$857K +$76K +436 +10%
DWM
4607
Defined Wealth Management
Oregon
$855K +$234K +1,341 +41%
AIM
4608
Athena Investment Management
California
$855K -$4.36K -25 -0.5%
IAMOG
4609
Investors Asset Management of Georgia
Georgia
$855K -$61K -350 -7%
WC
4610
Wynn Capital
Georgia
$855K +$20.9K +120 +3%
CP
4611
Capital Planning
Washington
$853K +$51.6K +296 +7%
HFAS
4612
Hummer Financial Advisory Services
Illinois
$853K +$6.1K +35 +0.8%
AC
4613
AIFG Consultants
New York
$852K +$88.5K +508 +13%
SHA
4614
Seneca House Advisors
Virginia
$852K +$122K +702 +18%
DWM
4615
DKM Wealth Management
California
$852K -$1.05K -6 -0.1%
FF
4616
Friday Financial
Iowa
$851K +$61.2K +351 +8%
SWM
4617
SpringVest Wealth Management
Texas
$851K -$5.05K -29 -0.6%
SFSG
4618
Sound Financial Strategies Group
Mississippi
$851K +$513K +2,941 +182%
TWM
4619
Trevian Wealth Management
Massachusetts
$851K +$193K +1,110 +32%
AWF
4620
Alpha Wealth Funds
Utah
$849K -$15K -86 -2%
DCM
4621
Davis Capital Management
Florida
$846K +$790K +4,535 New
MBI
4622
May Barnhard Investments
Maryland
$846K -$1.56M -8,931 -66%
PCMC
4623
Paragon Capital Management (Colorado)
Colorado
$845K – – –
MPCA
4624
Madison Park Capital Advisors
Washington
$844K +$4.36K +25 +0.6%
JRFS
4625
James Reed Financial Services
Ohio
$844K -$203K -1,163 -20%
183 184
185
186 187