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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
3051
TCV Trust & Wealth Management
Virginia
$581K – – –
SIA
3052
Spectrum Investment Advisors
Wisconsin
$580K +$47.3K +119 +9%
KIC
3053
Kensington Investment Counsel
California
$579K -$170K -427 -24%
HBS
3054
Howard Bailey Securities
Indiana
$579K -$17.1K -43 -3%
TMWM
3055
Taylor & Morgan Wealth Management
Michigan
$578K +$14.7K +37 +3%
OFG
3056
Opulen Financial Group
Virginia
$577K +$33.8K +85 +7%
BBPWM
3057
Blue Bell Private Wealth Management
Pennsylvania
$577K -$432K -1,085 -44%
LIA
3058
LifePlan Investment Advisors
North Carolina
$576K +$45.3K +114 +9%
AWM
3059
Able Wealth Management
New Jersey
$575K +$94.7K +238 +21%
AIM
3060
Allen Investment Management
New York
$575K +$69.2K +174 +15%
CCMG
3061
Connecticut Capital Management Group
Connecticut
$575K +$19.5K +49 +4%
KFS
3062
Kelly Financial Services
Massachusetts
$574K +$5.57K +14 +1%
TF
3063
Tompkins Financial
New York
$574K – – –
ACP
3064
Aviance Capital Partners
Florida
$573K -$254K -638 -32%
MSCM
3065
McElhenny Sheffield Capital Management
Texas
$573K +$15.5K +39 +3%
BLFG
3066
Brian Low Financial Group
Louisiana
$572K -$138K -346 -20%
GC
3067
Guidance Capital
Kentucky
$572K -$1.99K -5 -0.3%
AW
3068
Atlas Wealth
Ohio
$571K -$33.4K -84 -6%
4WM
3069
44 Wealth Management
Oregon
$571K +$1.99K +5 +0.4%
OBWA
3070
Oak Barrel Wealth Advisory
Virginia
$570K +$539K +1,356 New
SA
3071
Scarborough Advisors
Maryland
$569K -$48.9K -123 -8%
AWA
3072
Amplius Wealth Advisors
Pennsylvania
$569K +$105K +264 +24%
SGI
3073
Swan Global Investments
Colorado
$568K +$216K +542 +67%
PIC
3074
Platt Investment Counsel
Florida
$568K -$59.7K -150 -10%
PCS
3075
Private Client Services
Kentucky
$567K -$18.3K -46 -3%
121 122
123
124 125