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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2776
CrossGen Wealth
North Carolina
$691K +$560K +1,359 +272%
WWC
2777
Waypoint Wealth Counsel
Georgia
$690K -$502K -1,219 -40%
1M
2778
1248 Management
Missouri
$690K – – –
SSWM
2779
Sheets Smith Wealth Management
North Carolina
$690K +$14.4K +35 +2%
APW
2780
Aurora Private Wealth
New Jersey
$690K – – –
NA
2781
Nautilus Advisors
California
$690K +$144K +350 +23%
KBFS
2782
Kohmann Bosshard Financial Services
Ohio
$689K +$2.47K +6 +0.3%
BWM
2783
BCS Wealth Management
Tennessee
$689K -$704K -1,708 -48%
SCM
2784
Sitrin Capital Management
California
$687K -$20.6K -50 -3%
AWMNY
2785
Arcadia Wealth Management (New York)
New York
$687K +$762K +1,849 New
TS
2786
TradeWell Securities
Indiana
$687K -$14.4K -35 -2%
SGK
2787
Steigerwald Gordon & Koch
Virginia
$687K +$824 +2 +0.1%
WCL
2788
Wealth Care LLC
Florida
$686K +$760K +1,846 New
ACA
2789
Aspire Capital Advisors
Washington
$684K -$824 -2 -0.1%
FFG
2790
Forum Finance Group
$684K +$1.02M +2,473 New
FCM
2791
Fourpath Capital Management
Oklahoma
$683K -$26K -63 -3%
PIS
2792
POM Investment Strategies
North Carolina
$683K +$158K +383 +26%
SFG
2793
Sather Financial Group
Texas
$681K +$1.65K +4 +0.2%
CD
2794
Chapin Davis
Maryland
$680K -$185K -450 -20%
CAC
2795
Core Alternative Capital
Georgia
$679K +$123K +299 +20%
FTC
2796
Farmers Trust Company
Ohio
$679K +$129K +314 +21%
TDC
2797
Thompson Davis & Co
Virginia
$678K -$270K -655 -26%
KWA
2798
Kellett Wealth Advisors
Ohio
$678K +$141K +343 +23%
PWAM
2799
Private Wealth Asset Management
Iowa
$678K -$335K -814 -31%
HCM
2800
Hengehold Capital Management
Ohio
$677K +$243K +591 +48%
110 111
112
113 114