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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2901
BayBridge Capital Group
California
$208K +$226K +949 New
WWM
2902
Waterway Wealth Management
Texas
$208K +$199K +836 New
SHIM
2903
Stone House Investment Management
Pennsylvania
$207K -$29.9K -126 -13%
WHCI
2904
W.H. Cornerstone Investments
Massachusetts
$207K +$475 +2 +0.2%
BRA
2905
Biechele Royce Advisors
Indiana
$207K +$198K +832 New
PGF
2906
Plan Group Financial
Oklahoma
$207K -$15.9K -67 -7%
IWA
2907
IVC Wealth Advisors
Pennsylvania
$207K +$5.94K +25 +3%
HWM
2908
Heirloom Wealth Management
Colorado
$206K – – –
PGIM
2909
Pacific Global Investment Management
California
$206K – – –
MAA
2910
Matrix Asset Advisors
New York
$206K +$713 +3 +0.4%
LJAC
2911
L.J. Altfest & Co
New York
$206K – – –
ACM
2912
Ategra Capital Management
Virginia
$205K – – –
SWM
2913
Sculati Wealth Management
Michigan
$205K -$951 -4 -0.5%
T
2914
TNF
Montana
$204K +$254K +1,069 New
WAM
2915
Weinberger Asset Management
California
$204K +$195K +821 New
IRC
2916
Investors Research Corp
Georgia
$203K +$3.56K +15 +2%
RG
2917
Retirement Group
California
$203K -$5.7K -24 -3%
SHF
2918
Stage Harbor Financial
Massachusetts
$203K +$194K +815 New
BTIM
2919
BancFirst Trust & Investment Management
Oklahoma
$202K +$189K +797 New
1SB
2920
1ST Source Bank
Indiana
$202K +$193K +811 New
SFG
2921
SevenBridge Financial Group
Pennsylvania
$200K – – –
FCC
2922
Flower City Capital
New York
$200K +$192K +806 New
YWS
2923
Yarger Wealth Strategies
Ohio
$200K +$191K +805 New
LRWA
2924
Long Run Wealth Advisors
New York
$200K +$191K +805 New
DAC
2925
Dividend Assets Capital
South Carolina
$200K – – –
115 116
117
118 119