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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2101
Corundum Group
Colorado
$521K +$15.1K +800 +2%
WCM
2102
WealthBridge Capital Management
Ohio
$517K +$51.7K +2,740 +9%
VC
2103
Veracity Capital
Georgia
$516K -$53.4K -2,830 -8%
I
2104
INVST
Indiana
$516K +$2.27K +120 +0.4%
BA
2105
BCM Advisors
Louisiana
$516K +$5.66K +300 +1%
AWM
2106
Adams Wealth Management
Utah
$515K +$134K +7,120 +27%
SWM
2107
Shelton Wealth Management
Texas
$514K +$67.2K +3,560 +12%
BAWC
2108
Boyce & Associates Wealth Consulting
Texas
$512K +$7.55K +400 +1%
TFA
2109
Toth Financial Advisory
Virginia
$509K -$6.61K -350 -1%
GIA
2110
Guyasuta Investment Advisors
Pennsylvania
$509K +$21.1K +1,120 +3%
PCMU
2111
Paragon Capital Management (Utah)
Utah
$507K -$388K -20,580 -38%
RFG
2112
Range Financial Group
Oregon
$506K -$305K -16,160 -33%
RWA
2113
Ropes Wealth Advisors
Massachusetts
$505K -$91.9K -4,870 -13%
DIM
2114
Delta Investment Management
California
$505K +$1.89K +100 +0.3%
VNA
2115
Valley National Advisers
Pennsylvania
$505K +$98.1K +5,200 +20%
BWP
2116
Baldwin Wealth Partners
Massachusetts
$504K -$229K -12,120 -27%
MLIC
2117
Mandatum Life Insurance Company
Finland
$504K -$142K -7,540 -18%
LL
2118
LPWM LLC
Minnesota
$504K +$11.3K +600 +2%
QFA
2119
Quantum Financial Advisors
California
$504K +$525K +27,840 New
BCMLT
2120
Beacon Capital Management LLC (Tennessee)
Tennessee
$503K – – –
PC
2121
Pecaut & Co
Iowa
$502K -$14.9K -790 -2%
RW
2122
RVW Wealth
California
$502K +$189K +10,000 +43%
LCM
2123
Laurion Capital Management
New York
$500K +$622K +32,960 New
RRCM
2124
Rappaport Reiches Capital Management
Illinois
$499K +$177K +9,400 +40%
ML
2125
McAdam LLC
Pennsylvania
$498K -$30.4K -1,610 -5%
83 84
85
86 87