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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
3376
Community Bank & Trust (Waco, Texas)
Texas
$534K -$23.7K -70 -4%
MP
3377
Moment Partners
California
$534K -$10.2K -30 -2%
NIP
3378
Nicholas Investment Partners
California
$534K +$230K +681 +81%
AFA
3379
Allium Financial Advisors
Oregon
$533K +$515K +1,522 New
TFF
3380
The Family Firm
Maryland
$533K +$677 +2 +0.1%
CWM
3381
Cherrydale Wealth Management
New Jersey
$533K -$4.4K -13 -0.8%
FFWM
3382
Future Financial Wealth Management
Ohio
$533K -$16.9K -50 -3%
EA
3383
Echo45 Advisors
California
$532K +$15.2K +45 +3%
JWM
3384
JPL Wealth Management
Colorado
$532K -$127K -374 -20%
MS
3385
Maven Securities
Jersey
$532K +$514K +1,518 New
CHA
3386
Cooper/Haims Advisors
New York
$531K +$48.7K +144 +10%
TFM
3387
TFC Financial Management
Massachusetts
$530K +$20.3K +60 +4%
FL
3388
FreeGulliver LLC
Louisiana
$529K +$3.04K +9 +0.6%
OPOWM
3389
One Plus One Wealth Management
Florida
$529K -$8.8K -26 -2%
ABTD
3390
Arvest Bank Trust Division
Oklahoma
$529K +$87.6K +259 +21%
SM
3391
Sweeney & Michel
California
$529K +$581K +1,716 New
SAM
3392
Smithbridge Asset Management
Pennsylvania
$529K +$510K +1,508 New
LWM
3393
Lakeridge Wealth Management
Ohio
$528K +$27.4K +81 +6%
CG
3394
Cynosure Group
Utah
$528K -$6.77K -20 -1%
DWM
3395
Defined Wealth Management
Oregon
$527K +$8.46K +25 +2%
TCWM
3396
Total Clarity Wealth Management
Illinois
$527K – – –
PCA
3397
Prosperity Capital Advisors
Ohio
$527K +$38.2K +113 +8%
PPW
3398
Presilium Private Wealth
Pennsylvania
$527K – – –
SFG
3399
SNS Financial Group
Minnesota
$526K +$9.47K +28 +2%
LRWA
3400
Long Run Wealth Advisors
New York
$525K +$43K +127 +9%
134 135
136
137 138