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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
4826
Aull & Monroe Investment Management
Alabama
$612K – – –
DWS
4827
Dynamic Wealth Strategies
California
$610K +$46K +264 +9%
FPW
4828
Flywheel Private Wealth
California
$609K – – –
PIN
4829
Prudent Investors Network
California
$608K -$10.1K -58 -2%
BSG
4830
Black Swift Group
Colorado
$606K -$6.12M -35,094 -92%
BCM
4831
Buckhead Capital Management
Georgia
$606K +$108K +621 +24%
AA
4832
Alpha Advisors
Virginia
$606K +$47.8K +274 +9%
FGAM
4833
Financial Gravity Asset Management
Texas
$604K +$564K +3,236 New
CWA
4834
Capital Wealth Alliance
Arizona
$602K +$318K +1,822 +129%
APC
4835
Asset Planning Corporation
Tennessee
$601K +$3.49K +20 +0.6%
MWM
4836
Mittelman Wealth Management
Massachusetts
$600K -$70.8K -406 -11%
HWP
4837
Hibernia Wealth Partners
Louisiana
$600K -$210K -1,203 -27%
WA
4838
Win Advisors
Florida
$599K +$560K +3,210 New
MC
4839
Marest Capital
California
$594K +$6.28K +36 +1%
T
4840
TrueFG
Texas
$592K -$242K -1,388 -30%
O3W
4841
Omni 360 Wealth
New Jersey
$591K -$38.9K -223 -7%
IPA
4842
Investment Planning Advisors
Georgia
$591K +$79.1K +454 +17%
RWM
4843
RBA Wealth Management
California
$591K -$67.1K -385 -11%
R
4844
Rebalance
California
$590K +$43.6K +250 +9%
CI
4845
Ceera Investments
Texas
$590K -$104K -595 -16%
HFBOT
4846
Home Federal Bank of Tennessee
Tennessee
$588K +$69.7K +400 +15%
TWP
4847
Total Wealth Planning
Ohio
$587K +$161K +922 +41%
WC
4848
Wexford Capital
Florida
$587K -$85.2K -489 -13%
HBWM
4849
Hollow Brook Wealth Management
New York
$583K +$545K +3,125 New
CAM
4850
Chesapeake Asset Management
New York
$582K -$17.4K -100 -3%
192 193
194
195 196