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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1301
Paragon Wealth Strategies
Florida
$759K +$199K +915 +38%
EWA
1302
Encompass Wealth Advisors
Oregon
$758K – – –
CAC
1303
Certified Advisory Corp
Florida
$757K +$73.6K +339 +11%
JIC
1304
Joel Isaacson & Co
New York
$757K +$81.4K +375 +13%
AWM
1305
Accurate Wealth Management
Florida
$757K +$725K +3,339 New
ICM
1306
IMS Capital Management
Oregon
$751K -$19.5K -90 -3%
LGA
1307
Lebenthal Global Advisors
New York
$751K +$52.1K +240 +8%
LWP
1308
Lumature Wealth Partners
Georgia
$749K +$71K +327 +11%
WDG
1309
Wealth Dimensions Group
Ohio
$748K +$29.3K +135 +4%
SCA
1310
Sassicaia Capital Advisers
New York
$743K -$40.8M -187,953 -98%
SOW
1311
State of Wyoming
Wyoming
$743K +$35.2K +162 +5%
RWI
1312
Red Wave Investments
Pennsylvania
$742K -$2.6K -12 -0.4%
WWM
1313
Windsor Wealth Management
Indiana
$740K -$104K -480 -13%
RW
1314
Rede Wealth
Virginia
$737K -$78.2K -360 -10%
OAC
1315
OMERS Administration Corp
Ontario, Canada
$735K – – –
PWM
1316
PBMares Wealth Management
Virginia
$735K +$130K +600 +23%
SCA
1317
Stonebridge Capital Advisors
Minnesota
$731K -$35.8K -165 -5%
AIM
1318
Acropolis Investment Management
Missouri
$731K -$3.91K -18 -0.6%
ST
1319
Spinnaker Trust
Maine
$729K +$6.51K +30 +0.9%
SCM
1320
Sitrin Capital Management
California
$727K – – –
CMA
1321
Cedar Mountain Advisors
Oregon
$725K +$1.95K +9 +0.3%
NL
1322
Navalign LLC
California
$725K +$20.2K +93 +3%
HFA
1323
Hoover Financial Advisors
Pennsylvania
$725K +$29.3K +135 +4%
AA
1324
Ancora Advisors
Ohio
$724K +$22.1K +102 +3%
SFS
1325
Searcy Financial Services
Kansas
$723K -$11.7K -54 -2%
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