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Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1676
Journey Strategic Wealth
New Jersey
$623K -$160K -585 -17%
EVM
1677
Evelyn V. Moreno
$623K – – –
CWM
1678
CCG Wealth Management
California
$623K +$12.3K +45 +2%
IAG
1679
Investment Advisory Group
Massachusetts
$623K +$12.3K +45 +2%
MHWM
1680
Montz Harcus Wealth Management
Louisiana
$622K +$819 +3 +0.1%
PWSG
1681
Pacific Wealth Strategies Group
California
$622K +$96.6K +354 +15%
ATPW
1682
Ashton Thomas Private Wealth
Arizona
$622K +$300K +1,098 +66%
KIG
1683
Kowal Investment Group
Wisconsin
$620K +$174K +636 +30%
TW
1684
Transform Wealth
Colorado
$616K -$99.9K -366 -12%
ES
1685
ETF Store
Kansas
$616K -$12.3K -45 -2%
MF
1686
Montis Financial
Massachusetts
$616K -$5.73K -21 -0.8%
ERIM
1687
Eagle Ridge Investment Management
Connecticut
$616K – – –
AWM
1688
Activest Wealth Management
Florida
$616K +$340K +1,245 +83%
PCI
1689
Planning Center Inc
Illinois
$615K +$49.1K +180 +7%
FMTC
1690
Farmers & Merchants Trust Company
California
$614K – – –
CIC
1691
Cutler Investment Counsel
Oregon
$614K +$39.3K +144 +6%
MAA
1692
Matrix Asset Advisors
New York
$612K -$81.9K -300 -10%
TPA
1693
Trivium Point Advisory
Connecticut
$610K -$133K -486 -16%
SFFS
1694
Stonehage Fleming Financial Services
Jersey
$609K -$23.7K -87 -3%
HWM
1695
Hemington Wealth Management
Virginia
$609K +$4.09K +15 +0.6%
LDB
1696
Lee, Danner & Bass
Tennessee
$608K -$41.8K -153 -5%
RW
1697
Rede Wealth
Virginia
$608K – – –
AL
1698
Aspiriant LLC
California
$608K +$12.3K +45 +2%
HFS
1699
Howard Financial Services
Texas
$607K +$7.37K +27 +1%
ACM
1700
Allred Capital Management
Texas
$606K -$819 -3 -0.1%
66 67
68
69 70