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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1751
Redmond Asset Management
Virginia
$331K – – –
CCWM
1752
Correct Capital Wealth Management
Missouri
$330K +$22.6K +219 +7%
AWMM
1753
Aegis Wealth Management (Maryland)
Maryland
$330K – – –
S
1754
Sachetta
Massachusetts
$330K -$68.3K -661 -16%
CW
1755
Channel Wealth
California
$329K -$20.6K -199 -6%
RIP
1756
RAM Investment Partners
Washington
$329K +$4.03K +39 +1%
CIS
1757
Continental Investors Services
Washington
$329K +$8.58K +83 +3%
CF
1758
Copperwynd Financial
Arizona
$329K +$2.07K +20 +0.6%
JFG
1759
Jefferies Financial Group
New York
$329K -$3.44M -33,260 -91%
ITIM
1760
Indiana Trust & Investment Management
Indiana
$329K – – –
HCMG
1761
Howard Capital Management Group
California
$329K -$84.4K -816 -20%
SFGP
1762
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$328K -$98.4K -952 -22%
MHR
1763
Matthew Hamilton Rosenberg
$328K +$75.2K +727 +28%
KFI
1764
Key Financial Inc
Pennsylvania
$327K – – –
SCP
1765
Sivia Capital Partners
California
$327K +$8.99K +87 +3%
APIM
1766
Agate Pass Investment Management
Washington
$326K – – –
BWA
1767
Bestgate Wealth Advisors
Maryland
$326K -$3.72K -36 -1%
JLBC
1768
J.L. Bainbridge & Co
Florida
$325K – – –
FG
1769
Foster Group
Iowa
$325K +$44.3K +429 +15%
MPM
1770
MBB Public Markets
Illinois
$325K +$343K +3,314 New
LIM
1771
Leavell Investment Management
Alabama
$324K -$930 -9 -0.3%
RIP
1772
Reliant Investment Partners
North Carolina
$324K – – –
CGH
1773
CMG Global Holdings
Texas
$323K – – –
WC
1774
Waterloo Capital
Texas
$322K +$31.5K +305 +10%
OPWM
1775
Oregon Pacific Wealth Management
Oregon
$322K -$45.2K -437 -12%
69 70
71
72 73