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Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
3076
David J. Yvars Group
Florida
$463K -$37.5K -108 -9%
BMO
3077
Beck Mack & Oliver
New York
$463K -$3.47K -10 -1%
EGM
3078
Engineers Gate Manager
New York
$461K -$632K -1,822 -64%
NWM
3079
Napa Wealth Management
California
$460K -$774K -2,233 -68%
SDAM
3080
Shulman DeMeo Asset Management
New York
$460K -$27.4K -79 -7%
NCM
3081
Northside Capital Management
Oregon
$460K – – –
AGP
3082
Aspire Growth Partners
Florida
$459K -$13.9K -40 -4%
HWMO
3083
Heritage Wealth Management (Ohio)
Ohio
$459K – – –
WW
3084
Winnow Wealth
Texas
$459K +$358K +1,031 New
WHC
3085
Wulff, Hansen & Co
California
$458K – – –
EWS
3086
Evergreen Wealth Solutions
Pennsylvania
$456K – – –
CWA
3087
Carolina Wealth Advisors
South Carolina
$455K -$24.3K -70 -6%
SA
3088
Sage Advisors
Colorado
$455K +$44.4K +128 +14%
GG
3089
GenWealth Group
New Jersey
$455K – – –
MAM
3090
Martingale Asset Management
Massachusetts
$454K +$36.4K +105 +11%
UWM
3091
USAdvisors Wealth Management
Minnesota
$452K -$15.6K -45 -4%
LC
3092
Lavaca Capital
Texas
$451K – – –
WAOI
3093
Wealth Advisors of Iowa
Iowa
$451K +$60.4K +174 +21%
RGF
3094
Retirement Guys Formula
Ohio
$451K +$18.7K +54 +6%
AIA
3095
Armor Investment Advisors
North Carolina
$451K +$351K +1,013 New
SO
3096
Sierra Ocean
California
$450K -$30.2K -87 -8%
EWM
3097
Edge Wealth Management
New York
$449K – – –
BFWA
3098
Benchmark Financial Wealth Advisors
Florida
$448K +$13.9K +40 +4%
PFG
3099
Putney Financial Group
California
$447K -$12.1K -35 -3%
SFG
3100
Seamount Financial Group
Colorado
$446K – – –
122 123
124
125 126