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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
4851
Ceera Investments
Texas
$590K -$104K -595 -16%
HFBOT
4852
Home Federal Bank of Tennessee
Tennessee
$588K +$69.7K +400 +15%
TWP
4853
Total Wealth Planning
Ohio
$587K +$161K +922 +41%
WC
4854
Wexford Capital
Florida
$587K -$85.2K -489 -13%
HBWM
4855
Hollow Brook Wealth Management
New York
$583K +$545K +3,125 New
CAM
4856
Chesapeake Asset Management
New York
$582K -$17.4K -100 -3%
DWA
4857
Delta Wealth Advisors
Indiana
$581K – – –
AWP
4858
Atlas Wealth Partners
Pennsylvania
$581K +$2.09K +12 +0.4%
VFG
4859
V2 Financial group
Illinois
$580K +$22.7K +130 +4%
SC
4860
Soundwatch Capital
Connecticut
$580K -$2.61M -14,984 -83%
ITB
4861
Idaho Trust Bank
Idaho
$578K – – –
BWM
4862
Boyd Wealth Management
California
$578K +$23K +132 +4%
CPA
4863
Cathy Pareto & Associates
Florida
$573K +$65.2K +374 +14%
BBNB
4864
Baker Boyer National Bank
Washington
$570K +$55.4K +318 +12%
HFA
4865
Hutchinson Financial Advisors
Virginia
$570K +$13.9K +80 +3%
TIP
4866
Torray Investment Partners
Maryland
$570K +$119K +680 +29%
AFS
4867
Access Financial Services
Minnesota
$569K – – –
CSC
4868
Caldwell Sutter Capital
California
$569K -$121K -694 -19%
MMM
4869
Mendel Money Management
Illinois
$567K -$1.74K -10 -0.3%
MLA
4870
MB, Levis & Associates
Pennsylvania
$566K -$402K -2,307 -43%
UWM
4871
USAdvisors Wealth Management
Minnesota
$563K +$6.97K +40 +1%
PSIWM
4872
Paradigm Strategies in Wealth Management
Minnesota
$561K +$4.36K +25 +0.8%
PFA
4873
Peak Financial Advisors
Colorado
$561K -$7.15K -41 -1%
KAM
4874
KEB Asset Management
Illinois
$561K +$104K +598 +25%
CWM
4875
Core Wealth Management
Florida
$560K +$51.9K +298 +11%
193 194
195
196 197