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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
3726
Pegasus Asset Management
New York
$336K +$70.4K +208 +28%
HWMG
3727
Hurlow Wealth Management Group
Indiana
$336K – – –
PAM
3728
Prodigy Asset Management
Nebraska
$336K -$4.74K -14 -1%
WC
3729
Wynn Capital
Georgia
$335K -$43.3K -128 -12%
HCM
3730
Hilton Capital Management
New York
$335K +$44K +130 +16%
VPP
3731
Vertex Planning Partners
Illinois
$335K +$54.1K +160 +20%
HWA
3732
Hilltop Wealth Advisors
North Carolina
$334K +$322K +953 New
HWM
3733
Hobbs Wealth Management
Indiana
$334K +$10.5K +31 +3%
NI
3734
NDVR Inc
Massachusetts
$334K +$322K +952 New
PWA
3735
Phoenix Wealth Advisors
North Carolina
$333K -$4.74K -14 -1%
NWM
3736
Northwest Wealth Management
Iowa
$333K +$60.6K +179 +23%
AWMM
3737
Aegis Wealth Management (Maryland)
Maryland
$332K – – –
LC
3738
LCNB Corp
Ohio
$330K -$3.38K -10 -1%
TC
3739
Truvestments Capital
Florida
$330K +$118K +349 +59%
WIA
3740
Wetzel Investment Advisors
Indiana
$330K -$34.9K -103 -10%
AIA
3741
Accelerate Investment Advisors
California
$330K +$34.9K +103 +12%
EWP
3742
Elevation Wealth Partners
California
$329K – – –
WJA
3743
Willis Johnson & Associates
Texas
$329K -$338 -1 -0.1%
OC
3744
Optima Capital
Oregon
$328K – – –
MPM
3745
MBB Public Markets
Illinois
$328K +$317K +936 New
TT
3746
TI-Trust
Illinois
$328K -$16.9K -50 -5%
LAM
3747
Lountzis Asset Management
Pennsylvania
$327K +$328K +970 New
OWM
3748
Opes Wealth Management
California
$326K +$23.7K +70 +8%
VCP
3749
Vista Capital Partners
Oregon
$324K -$23.7K -70 -7%
PGIM
3750
Pacific Global Investment Management
California
$324K -$56.5K -167 -15%
148 149
150
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