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Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1776
Ashton Thomas Private Wealth
Arizona
$810K +$32.1K +2,000 +5%
NJBEST
1777
New Jersey Better Educational Savings Trust
New Jersey
$808K – – –
ZCA
1778
Zeke Capital Advisors
Pennsylvania
$807K -$68.6K -4,280 -10%
RIM
1779
Redwood Investment Management
Arizona
$804K – – –
PWMG
1780
Prestige Wealth Management Group
New Jersey
$804K +$16.7K +1,040 +3%
TC
1781
Truvestments Capital
Florida
$802K -$49.4K -3,080 -7%
PHAM
1782
Palisades Hudson Asset Management
Florida
$802K – – –
FANJ
1783
Financial Architects (New Jersey)
New Jersey
$802K +$20.5K +1,280 +3%
AWM
1784
Altavista Wealth Management
North Carolina
$801K +$57.7K +3,600 +10%
PP
1785
PDS Planning
Ohio
$801K +$77.6K +4,840 +14%
CFSG
1786
Community Financial Services Group
Vermont
$800K – – –
FGAM
1787
Financial Gravity Asset Management
Texas
$800K – – –
MCM
1788
Monument Capital Management
Virginia
$800K +$348K +21,680 +119%
JWM
1789
Jackson Wealth Management
Florida
$800K +$641K +40,000 New
SPM
1790
Symmetry Peak Management
Pennsylvania
$800K +$641K +40,000 New
CM
1791
Capula Management
Cayman Islands
$799K -$18.1M -1,131,240 -88%
CA
1792
Continuum Advisory
Idaho
$798K +$157K +9,800 +33%
VCA
1793
Verdence Capital Advisors
Maryland
$796K -$40.4K -2,520 -6%
W
1794
Wealthquest
Ohio
$796K – – –
SF
1795
Summit Financial
New Jersey
$794K +$636K +39,680 New
PFC
1796
Phocas Financial Corp
California
$793K +$636K +39,680 New
SAM
1797
Summit Asset Management
Tennessee
$787K +$16K +1,000 +3%
AWS
1798
AJ Wealth Strategies
New York
$783K +$18.6K +1,160 +3%
GPGA
1799
Grandeur Peak Global Advisors
Utah
$780K – – –
GSC
1800
G&S Capital
Colorado
$779K -$49.4K -3,080 -7%
70 71
72
73 74