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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3051
StoneCrest Wealth Management
Arizona
$489K +$463K +1,878 New
MCM
3052
Monarch Capital Management
Indiana
$487K -$1.23K -5 -0.3%
VAM
3053
Verity Asset Management
North Carolina
$486K -$2.46K -10 -0.5%
CWC
3054
Carolinas Wealth Consulting
North Carolina
$485K +$18K +73 +4%
JDR
3055
Jay D. Rosenbaum
$485K -$44.9K -182 -9%
JWM
3056
Jeppson Wealth Management
California
$485K -$4.44K -18 -1%
JCIA
3057
Jackson Creek Investment Advisors
Colorado
$483K -$1.97K -8 -0.4%
KPWG
3058
KFA Private Wealth Group
Virginia
$482K +$118K +480 +35%
CHA
3059
Carmichael Hill & Associates
Maryland
$480K +$246 +1 +0.1%
RWPA
3060
Richard W. Paul & Associates
Michigan
$480K -$14.5K -59 -3%
IWS
3061
Insight Wealth Strategies
California
$479K +$5.18K +21 +1%
CCWM
3062
Correct Capital Wealth Management
Missouri
$478K +$452K +1,835 New
IA
3063
Insight Advisors
Pennsylvania
$478K +$33.3K +135 +8%
BIA
3064
Biondo Investment Advisors
Pennsylvania
$476K -$1.73K -7 -0.4%
1CP
3065
17 Capital Partners
Arizona
$476K +$451K +1,830 New
PPW
3066
Parcion Private Wealth
Washington
$476K -$36K -146 -7%
PAG
3067
Paladin Advisory Group
Iowa
$476K – – –
CIS
3068
Custom Index Systems
New York
$475K +$449K +1,823 New
KL
3069
KilterHowling LLC
Colorado
$473K -$986 -4 -0.2%
RA
3070
Riversedge Advisors
Delaware
$473K -$77.1K -313 -15%
PIMG
3071
Patriot Investment Management Group
Tennessee
$473K -$88K -357 -16%
CWM
3072
Chesapeake Wealth Management
Virginia
$473K -$66.8K -271 -13%
FFWM
3073
Future Financial Wealth Management
Ohio
$473K – – –
PA
3074
Probity Advisors
Texas
$471K -$144K -585 -24%
B
3075
Bridgeworth
Alabama
$470K -$16.5K -67 -4%
121 122
123
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