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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
5026
Ciovacco Capital Management
Georgia
$988K – – –
AWF
5027
Alpha Wealth Funds
Utah
$987K +$74.8K +364 +8%
IW
5028
Imprint Wealth
South Carolina
$987K +$8.63K +42 +0.9%
DCM
5029
Davis Capital Management
Florida
$984K +$185K +899 +22%
SWM
5030
SpringVest Wealth Management
Texas
$983K -$18.9K -92 -2%
TT
5031
TI-Trust
Illinois
$980K -$10.3K -50 -1%
FF
5032
Foronjy Financial
California
$979K +$4.73K +23 +0.5%
ATWA
5033
Arbor Trust Wealth Advisors
Michigan
$977K -$81.8K -398 -8%
MP
5034
Moment Partners
California
$975K -$84.3K -410 -8%
CWA
5035
Cascade Wealth Advisors
Washington
$974K +$82.2K +400 +10%
RWM
5036
Refined Wealth Management
Utah
$966K -$4.11K -20 -0.4%
PWP
5037
Phillips Wealth Planners
Mississippi
$966K +$388K +1,889 +63%
FF
5038
Friday Financial
Iowa
$963K +$35.2K +171 +4%
OPTFSNA
5039
Old Point Trust & Financial Services N A
Virginia
$962K -$16.2K -79 -2%
TIC
5040
TriCert Investment Counsel
$962K +$989K +4,808 New
DFG
5041
Dupree Financial Group
Kentucky
$961K +$1.44K +7 +0.1%
OE
5042
OFS Enterprise
Nebraska
$961K +$140K +680 +16%
HWM
5043
HBE Wealth Management
Nebraska
$959K +$54.5K +265 +6%
OC
5044
Optima Capital
Oregon
$959K +$29.2K +142 +3%
LWMNY
5045
Landmark Wealth Management (New York)
New York
$956K -$205K -997 -17%
BTIM
5046
BancFirst Trust & Investment Management
Oklahoma
$954K +$1.01M +4,894 New
BAM
5047
Beaumont Asset Management
Texas
$952K +$431K +2,095 +79%
CSW
5048
Cogent Strategic Wealth
Illinois
$951K – – –
SWP
5049
Significant Wealth Partners
Illinois
$951K +$16K +78 +2%
GFG
5050
Grantvest Financial Group
New Jersey
$948K -$58.4K -284 -6%
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202
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