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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
5176
AHL Investment Management
Florida
$289K – – –
HFA
5177
Highland Financial Advisors
New Jersey
$289K +$270K +1,549 New
MPW
5178
Melone Private Wealth
Michigan
$288K – – –
TPWM
5179
Twelve Points Wealth Management
Massachusetts
$287K +$872 +5 +0.3%
LA
5180
LWM Advisors
California
$287K -$872 -5 -0.3%
EPW
5181
Evergreen Private Wealth
Colorado
$286K +$28.9K +166 +12%
MWML
5182
M Wealth Management LLC
California
$285K – – –
GAM
5183
Gould Asset Management
California
$285K – – –
CCA
5184
Conestoga Capital Advisors
Pennsylvania
$285K +$5.23K +30 +2%
NC
5185
North Capital
Utah
$285K +$87.5K +502 +49%
SCP
5186
Silverleafe Capital Partners
Tennessee
$285K +$266K +1,526 New
MFG
5187
Mann Financial Group
Minnesota
$284K +$265K +1,523 New
MWA
5188
Merkkuri Wealth Advisors
New York
$284K -$7.84K -45 -3%
GWM
5189
Graybill Wealth Management
Illinois
$283K +$10.3K +59 +4%
CFS
5190
Cannon Financial Strategists
Georgia
$283K +$24.1K +138 +10%
BA
5191
Baugh & Associates
Georgia
$281K -$29.6K -170 -4%
CB
5192
Centennial Bank
Arkansas
$281K – – –
SCM
5193
Sheridan Capital Management
California
$280K +$261K +1,499 New
SIM
5194
Sterling Investment Management
Arizona
$279K – – –
MIM
5195
Miller Investment Management
Pennsylvania
$279K +$261K +1,495 New
TCM
5196
Twele Capital Management
Minnesota
$279K +$27.9K +160 +12%
S4W
5197
Solutions 4 Wealth
Texas
$279K +$38.3K +220 +17%
SDAM
5198
Shulman DeMeo Asset Management
New York
$278K – – –
HSG
5199
Helen Stephens Group
Texas
$277K +$9.76K +56 +4%
TIA
5200
Tandem Investment Advisors
South Carolina
$276K +$258K +1,480 New
206 207
208
209 210