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Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
2726
Pacific Global Investment Management
California
$208K -$17.2K -67 -7%
HWM
2727
Heirloom Wealth Management
Colorado
$208K -$2.31K -9 -1%
ODFS
2728
O'Donnell Financial Services
California
$207K -$134K -520 -39%
SWM
2729
Sculati Wealth Management
Michigan
$207K – – –
RA
2730
Rise Advisors
New York
$207K -$20.8K -81 -9%
SIA
2731
SeaBridge Investment Advisors
New Jersey
$207K +$213K +828 New
WCM
2732
Whitener Capital Management
North Carolina
$207K +$3.85K +15 +2%
MAA
2733
Matrix Asset Advisors
New York
$207K -$468K -1,821 -69%
ACM
2734
Ategra Capital Management
Virginia
$207K – – –
WPA
2735
West Paces Advisors
Georgia
$206K – – –
SWAG
2736
Spectrum Wealth Advisory Group
California
$206K – – –
NCM
2737
NCM Capital Management
New Jersey
$205K -$198K -770 -48%
HWA
2738
Heartwood Wealth Advisors
Virginia
$204K -$2.31K -9 -1%
HAFS
2739
Hapanowicz & Associates Financial Services
Pennsylvania
$204K – – –
SPI
2740
Sutton Place Investors
New York
$204K +$209K +815 New
PIA
2741
Panoramic Investment Advisors
Colorado
$204K +$209K +814 New
PPWM
2742
PFG Private Wealth Management
Florida
$203K +$120K +468 +136%
PWM
2743
Paulson Wealth Management
Illinois
$203K +$257 +1 +0.1%
CIA
2744
Cladis Investment Advisory
Montana
$203K +$208K +810 New
IWA
2745
IVC Wealth Advisors
Pennsylvania
$202K -$2.31K -9 -1%
SFG
2746
SevenBridge Financial Group
Pennsylvania
$202K +$207K +806 New
FSC
2747
Full Sail Capital
Oklahoma
$201K -$250K -973 -55%
AWM
2748
Accel Wealth Management
Iowa
$201K +$2.31K +9 +1%
MGAM
2749
McGowan Group Asset Management
Texas
$201K +$207K +804 New
ECM
2750
EMC Capital Management
Texas
$201K -$440K -1,712 -68%
108 109
110
111 112