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Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1551
QCM Cayman
Texas
$478K +$734K +3,879 New
FWI
1552
Facet Wealth Inc
Maryland
$478K +$50.7K +268 +12%
CFO
1553
CVA Family Office
Colorado
$478K -$43.5K -230 -6%
AG
1554
Algert Global
California
$477K -$90.5K -478 -11%
BG
1555
Bahl & Gaynor
Ohio
$477K +$310K +1,635 +73%
RWP
1556
Ridgecrest Wealth Partners
California
$476K -$191K -1,010 -21%
CWC
1557
Carolinas Wealth Consulting
North Carolina
$476K +$538K +2,844 +279%
NWMG
1558
National Wealth Management Group
Ohio
$476K +$125K +661 +21%
ADL
1559
Asset Dedication LLC
California
$475K +$122K +642 +19%
JLBC
1560
J.L. Bainbridge & Co
Florida
$475K +$303K +1,600 +71%
FFG
1561
Frisch Financial Group
New York
$474K +$289K +1,527 +66%
WP
1562
WMS Partners
Maryland
$474K -$947 -5 -0.1%
BLC
1563
Brown, Lisle/Cummings
Rhode Island
$473K +$5.68K +30 +0.8%
RCM
1564
RNC Capital Management
California
$473K -$57.9K -306 -7%
SFS
1565
Searcy Financial Services
Kansas
$472K +$14.6K +77 +2%
OL
1566
Optas LLC
Texas
$472K -$137K -724 -16%
DLG
1567
Daniel L. Goodwin
$471K +$156K +825 +28%
HHGA
1568
Halbert Hargrove Global Advisors
California
$471K -$129K -683 -15%
WQ
1569
Wealth Quarterback
New Jersey
$471K +$17.4K +92 +2%
CAMG
1570
CWA Asset Management Group
Florida
$470K +$18.7K +99 +3%
OPW
1571
Oxler Private Wealth
New York
$467K – – –
OGC
1572
Oak Grove Capital
New Hampshire
$467K -$489K -2,580 -41%
HI
1573
Hoey Investments
Pennsylvania
$466K -$416K -2,197 -37%
GIM
1574
Grassi Investment Management
California
$466K +$101K +531 +16%
EC
1575
EdgeRock Capital
Colorado
$464K +$240K +1,270 +51%
61 62
63
64 65