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Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
3026
Midwest Heritage Bank
Iowa
$224K -$12.8K -62 -5%
TWM
3027
Triton Wealth Management
Arizona
$224K +$13.2K +64 +6%
PSF
3028
Pacific Sun Financial
California
$223K -$20.7K -100 -8%
NCM
3029
Neumann Capital Management
California
$223K – – –
VWM
3030
Valley Wealth Managers
New Jersey
$221K -$56.8K -275 -20%
FWM
3031
Fortress Wealth Management
California
$221K – – –
AC
3032
Apella Capital
Connecticut
$221K +$17.8K +86 +8%
BRA
3033
Bender Robert & Associates
California
$221K +$231K +1,120 New
FA
3034
Faithward Advisors
Pennsylvania
$220K – – –
MAM
3035
Montchanin Asset Management
Delaware
$219K +$230K +1,112 New
CGA
3036
Crescent Grove Advisors
Illinois
$219K +$230K +1,114 New
SCA
3037
Southern Capital Advisors
Tennessee
$217K -$4.34K -21 -2%
VDI
3038
Vaughan David Investments
Illinois
$216K +$1.86K +9 +0.8%
LWANC
3039
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K -$29.6K -143 -12%
AWS
3040
Arkfeld Wealth Strategies
Nebraska
$215K – – –
SBF
3041
Sara-Bay Financial
Florida
$215K – – –
CAIMH
3042
Central Asset Investments & Management Holdings
Hong Kong
$214K -$201K -972 -47%
SEC
3043
Seven Eight Capital
New York
$214K +$225K +1,087 New
AIL
3044
AGF Investments LLC
Ontario, Canada
$211K -$543K -2,629 -71%
GWM
3045
GSB Wealth Management
Connecticut
$211K +$207 +1 +0.1%
OCM
3046
Orser Capital Management
Texas
$211K +$6.61K +32 +3%
AIA
3047
AIMZ Investment Advisors
California
$210K – – –
MAG
3048
Mayfair Advisory Group
Alabama
$210K +$205K +991 New
WCAMG
3049
Woodard & Company Asset Management Group
North Carolina
$209K -$232K -1,121 -51%
HIM
3050
Hillsdale Investment Management
Ontario, Canada
$209K +$67K +324 +44%
120 121
122
123 124