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Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
2901
Berkshire Money Management
Massachusetts
$392K -$4.22K -14 -1%
TW
2902
Towerpoint Wealth
California
$392K +$120K +398 +48%
CB
2903
Cadence Bank
Mississippi
$392K +$1.81K +6 +0.5%
GFPC
2904
Global Financial Private Client
Florida
$391K -$25.3K -84 -6%
HT
2905
Heritage Trust
Oklahoma
$391K – – –
MWM
2906
Melfa Wealth Management
Massachusetts
$391K +$6.03K +20 +2%
WCM
2907
Windsor Capital Management
Arizona
$391K +$17.8K +59 +5%
RWS
2908
Resolute Wealth Strategies
Mississippi
$388K – – –
NIA
2909
NBZ Investment Advisors
Tennessee
$388K -$115K -383 -24%
OC
2910
Optima Capital
Oregon
$388K +$69.6K +231 +23%
TFA
2911
Trinity Financial Advisors
Ohio
$387K +$301 +1 +0.1%
WWP
2912
Waypoint Wealth Partners
California
$387K – – –
SDWIA
2913
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$387K +$12.7K +42 +4%
HBW
2914
Hazlett, Burt & Watson
West Virginia
$386K +$153K +509 +73%
VIPI
2915
Vista Investment Partners II
Indiana
$386K -$184K -611 -33%
PDM
2916
Penn Davis McFarland
Texas
$386K – – –
FSC
2917
Full Sail Capital
Oklahoma
$386K -$28.6K -95 -7%
DFG
2918
Demars Financial Group
Washington
$385K +$87.4K +290 +31%
CAG
2919
Curtis Advisory Group
California
$385K -$9.64K -32 -3%
DI
2920
Disciplined Investors
Texas
$385K +$113K +376 +45%
CFSG
2921
Clark Financial Services Group
Missouri
$385K +$365K +1,212 New
BCM
2922
Beck Capital Management
Texas
$385K +$33.4K +111 +10%
AA
2923
ACT Advisors
North Carolina
$385K -$26.5K -88 -7%
BMCM
2924
Burns Matteson Capital Management
New York
$384K -$277K -921 -43%
HFA
2925
High Falls Advisors
New York
$384K -$22.6K -75 -6%
115 116
117
118 119