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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2926
DGS Capital Management
New Jersey
$373K -$8.24K -37 -2%
SPWG
2927
Sage Private Wealth Group
Illinois
$372K -$20.7K -93 -5%
MWC
2928
MBM Wealth Consultants
Missouri
$372K – – –
SIS
2929
Sound Income Strategies
Florida
$372K +$150K +672 +69%
GSIAS
2930
Garden State Investment Advisory Services
New Jersey
$370K +$27.6K +124 +8%
BMWM
2931
Brown Miller Wealth Management
Virginia
$369K -$10.5K -47 -3%
UW
2932
Unique Wealth
Florida
$368K +$37.4K +168 +11%
FSA
2933
Franklin Street Advisors
North Carolina
$368K +$364K +1,634 New
AWM
2934
Aberdeen Wealth Management
Illinois
$367K -$223 -1 -0.1%
UBG
2935
United Bank (Georgia)
Georgia
$366K -$5.57K -25 -2%
WF
2936
Wayfinding Financial
Washington
$366K +$362K +1,626 New
PWM
2937
Prosperity Wealth Management
California
$365K +$51.9K +233 +17%
SWM
2938
Shelton Wealth Management
Texas
$364K -$33.6K -151 -9%
FL
2939
Fort LP
Maryland
$364K -$123K -552 -25%
MIM
2940
Meridiem Investment Management
United Kingdom
$362K -$248K -1,114 -41%
SSW
2941
Smith Shellnut Wilson
Mississippi
$361K – – –
BCM
2942
BTC Capital Management
Iowa
$361K -$17.8K -80 -5%
W
2943
Wealthquest
Ohio
$361K -$13.6K -61 -4%
CWA
2944
Clarus Wealth Advisors
Arizona
$360K +$355K +1,595 New
MAM
2945
Marquette Asset Management
Minnesota
$360K – – –
WWM
2946
Windsor Wealth Management
Indiana
$360K -$138K -621 -28%
TWA
2947
Talisman Wealth Advisors
New Jersey
$360K +$129K +580 +57%
TC
2948
Trilogy Capital
California
$359K +$1.11K +5 +0.3%
EIG
2949
Ellenbecker Investment Group
Wisconsin
$359K +$17.6K +79 +5%
RCM
2950
Raleigh Capital Management
North Carolina
$358K +$100K +451 +40%
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