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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1751
Marion Wealth Management
Pennsylvania
$408K -$34.3K -369 -8%
MCM
1752
Monument Capital Management
Virginia
$406K -$129K -1,384 -24%
HCMG
1753
Howard Capital Management Group
California
$406K -$2.33K -25 -0.6%
PFP
1754
Paragon Financial Partners
California
$404K +$93 +1 +0%
MAG
1755
M3 Advisory Group
Massachusetts
$403K -$14.9K -160 -4%
NB
1756
Nicolet Bankshares
Wisconsin
$403K – – –
DWM
1757
Dechtman Wealth Management
Colorado
$403K +$2.42K +26 +0.6%
SF
1758
Symphony Financial
Texas
$402K +$16.9K +182 +4%
SFG
1759
Sovereign Financial Group
Connecticut
$402K -$1.12K -12 -0.3%
QC
1760
Quent Capital
New York
$401K +$35.8K +385 +10%
LWM
1761
Lakeridge Wealth Management
Ohio
$400K +$1.86K +20 +0.5%
LC
1762
Lavaca Capital
Texas
$400K +$122K +1,313 +43%
NCMW
1763
Northern Capital Management (Washington)
Washington
$398K – – –
FNWA
1764
Financial Network Wealth Advisors
Utah
$397K +$5.49K +59 +1%
AIM
1765
Acropolis Investment Management
Missouri
$397K -$15K -161 -4%
VCM
1766
Viewpoint Capital Management
Washington
$397K – – –
BO
1767
Bank OZK
Arkansas
$396K -$24.2K -260 -6%
FWA
1768
FSM Wealth Advisors
Ohio
$395K +$49.1K +528 +14%
WFI
1769
West Family Investments
California
$395K – – –
TCM
1770
Teza Capital Management
Illinois
$392K -$588K -6,323 -60%
NSAM
1771
North Star Asset Management
Wisconsin
$392K -$1.02K -11 -0.3%
FAT
1772
First American Trust
California
$391K -$84.4K -907 -17%
DOA
1773
D'Orazio & Associates
Virginia
$391K +$10.6K +114 +3%
CVA
1774
Central Valley Advisors
California
$391K -$6.14K -66 -2%
CBT
1775
CoreFirst Bank & Trust
Kansas
$391K -$72.5K -779 -15%
69 70
71
72 73