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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1376
Smallwood Wealth Investment Management
New Jersey
$215K +$73.3K +642 +52%
WF
1377
Womack Financial
Texas
$215K -$5.71K -50 -3%
PGWM
1378
Pitti Group Wealth Management
New York
$215K -$7.99K -70 -4%
WA
1379
Waystone Advisors
Washington
$214K -$101K -889 -32%
MWM
1380
Maridea Wealth Management
New York
$214K -$11.2K -98 -5%
TCM
1381
TABR Capital Management
California
$214K – – –
RIG
1382
Ramiah Investment Group
Wisconsin
$214K +$214K +1,875 New
MCIA
1383
Mountain Capital Investment Advisors
Colorado
$214K -$29.2K -256 -12%
BFIM
1384
Beese Fulmer Investment Management
Ohio
$213K +$213K +1,865 New
SFG
1385
Sunburst Financial Group
Alabama
$213K -$22.5K -197 -10%
GPW
1386
Genesis Private Wealth
Virginia
$213K -$21.1K -185 -9%
LCM
1387
LCM Capital Management
Illinois
$212K – – –
ZIC
1388
ZWJ Investment Counsel
Georgia
$211K +$7.53K +66 +4%
JFGLC
1389
Johnson Financial Group LLC (Colorado)
Colorado
$211K +$913 +8 +0.4%
CWG
1390
Cornerstone Wealth Group
North Carolina
$209K -$11K -96 -5%
RFS
1391
RM Financial Services
Maine
$209K – – –
HBS
1392
Howard Bailey Securities
Indiana
$208K +$208K +1,821 New
BOSSRA
1393
B.O.S.S. Retirement Advisors
Utah
$207K -$143K -1,255 -41%
SIA
1394
Strategic Investment Advisors
Michigan
$206K +$14.9K +131 +8%
BCM
1395
Berbice Capital Management
New York
$206K -$367K -3,213 -64%
IBOK
1396
Independence Bank of Kentucky
Kentucky
$206K -$5.71K -50 -3%
OL
1397
Optas LLC
Texas
$206K -$913 -8 -0.4%
KJWM
1398
Kiley Juergens Wealth Management
Washington
$205K -$22.8K -200 -10%
EWM
1399
Evercore Wealth Management
New York
$204K – – –
KIM
1400
Kestra Investment Management
Texas
$204K -$16.2K -142 -7%
54 55
56
57 58