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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1901
World Equity Group
Illinois
$216K +$217K +2,567 New
AO
1902
Advisor OS
Illinois
$216K +$216K +2,560 New
CWM
1903
Cedar Wealth Management
California
$215K – – –
BHBT
1904
Burke & Herbert Bank & Trust
Virginia
$215K -$53.1K -629 -20%
HWMO
1905
Heritage Wealth Management (Ohio)
Ohio
$215K – – –
FCM
1906
Fourpath Capital Management
Oklahoma
$214K -$94K -1,114 -30%
YWS
1907
Yarger Wealth Strategies
Ohio
$214K -$2.78K -33 -1%
WAM
1908
Wernau Asset Management
Massachusetts
$213K +$5.82K +69 +3%
BWP
1909
Balboa Wealth Partners
Arizona
$212K -$12.7K -150 -6%
AWA
1910
Archvest Wealth Advisors
California
$211K +$211K +2,501 New
ETS
1911
ESL Trust Services
New York
$211K -$253 -3 -0.1%
NCNMGF
1912
Nano-Cap New Millennium Growth Fund
New York
$211K +$211K +2,500 New
HWM
1913
Horizon Wealth Management
Illinois
$210K -$18.9K -224 -8%
SWM
1914
Silverlake Wealth Management
Vermont
$210K -$8.86K -105 -4%
CFS
1915
CRA Financial Services
New Jersey
$209K -$31.1K -369 -13%
BCM
1916
Boltwood Capital Management
California
$209K +$844 +10 +0.4%
RTC
1917
Real Talk Capital
Tennessee
$208K -$7K -83 -3%
THCM
1918
Taylor Hoffman Capital Management
Virginia
$208K -$6.24K -74 -3%
PJSIMP
1919
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K – – –
OFS
1920
OneAscent Financial Services
Alabama
$208K +$6.66K +79 +3%
DLCIG
1921
D.L. Carlson Investment Group
New Hampshire
$208K -$26.1K -309 -11%
MA
1922
MONECO Advisors
Connecticut
$208K +$208K +2,467 New
AU
1923
AlphaGrep UK
$208K +$208K +2,466 New
RB
1924
Renasant Bank
Mississippi
$207K -$20.8K -247 -9%
FWA
1925
FSM Wealth Advisors
Ohio
$207K +$207K +2,458 New
75 76
77
78 79