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Name Holding Trade Value Shares
Change 		Change in
Stake
RLH
1776
RD Lewis Holdings
Florida
$287K -$35.8K -355 -12%
IMT
1777
Investment Management Trust
Massachusetts
$287K +$1.71K +17 +0.6%
JLBC
1778
J.L. Bainbridge & Co
Florida
$286K -$604 -6 -0.2%
FWA
1779
FSM Wealth Advisors
Ohio
$286K +$16.8K +167 +6%
SFG
1780
Strive Financial Group
Indiana
$286K -$25K -248 -8%
DWM
1781
Ducere Wealth Management
California
$286K +$17.5K +174 +7%
SWM
1782
Silverlake Wealth Management
Vermont
$285K +$9.97K +99 +4%
TAFW
1783
Tred Avon Family Wealth
Maryland
$285K – – –
SHFA
1784
SC&H Financial Advisors
Maryland
$285K – – –
WAM
1785
Wernau Asset Management
Massachusetts
$285K +$13.8K +137 +5%
SIM
1786
Studio Investment Management
Illinois
$284K -$2.42K -24 -0.9%
VFM
1787
Vision Financial Markets
Connecticut
$284K -$10.1K -100 -3%
BFG
1788
Beto Financial Group
Idaho
$283K +$3.83K +38 +1%
WAOI
1789
Wealth Advisors of Iowa
Iowa
$282K – – –
BPAMU
1790
BTG Pactual Asset Management US
New York
$282K +$278K +2,764 New
VAG
1791
VisionPoint Advisory Group
Texas
$282K +$48.8K +485 +21%
ZCP
1792
Z3 Capital Partners
Virginia
$282K -$2.82K -28 -1%
VCM
1793
Viewpoint Capital Management
Washington
$282K -$60.4K -600 -18%
BRWM
1794
Blue Rock Wealth Management
North Carolina
$281K – – –
CFS
1795
CGC Financial Services
Oregon
$280K – – –
AM
1796
Atwater Malick
Pennsylvania
$280K +$20.3K +202 +8%
SP
1797
SmartHarvest Portfolios
Washington
$280K +$10.9K +108 +4%
CRWM
1798
Castle Rock Wealth Management
California
$279K +$6.34K +63 +2%
WDG
1799
Wealth Dimensions Group
Ohio
$278K -$906 -9 -0.3%
CL
1800
CPWA LLC
Oregon
$278K +$302 +3 +0.1%
70 71
72
73 74