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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2501
Leisure Capital Management
California
$237K -$17.3K -429 -7%
SWS
2502
SYSTM Wealth Solutions
Illinois
$237K -$562K -13,940 -71%
PTCG
2503
Pring Turner Capital Group
California
$236K -$28.3K -702 -11%
VWA
2504
VERITY Wealth Advisors
United States
$236K – – –
SPI
2505
Santori & Peters Inc
Pennsylvania
$236K -$12.5K -310 -5%
WC
2506
Wynn Capital
Georgia
$235K -$40.3K -1,000 -15%
LIA
2507
LBMC Investment Advisors
Tennessee
$234K -$5.96K -148 -3%
WCM
2508
Weik Capital Management
Pennsylvania
$234K – – –
TWA
2509
Talisman Wealth Advisors
New Jersey
$233K +$10.5K +261 +5%
PWMG
2510
Private Wealth Management Group
New Jersey
$233K +$8.26K +205 +4%
RFN
2511
Redwood Financial Network
Ohio
$232K +$6.49K +161 +3%
CBT
2512
Central Bank & Trust
Kentucky
$232K +$145K +3,605 +178%
MSA
2513
Marathon Strategic Advisors
Pennsylvania
$232K +$227K +5,625 New
APC
2514
Aspire Private Capital
North Carolina
$232K -$2.78K -69 -1%
MWA
2515
Muirfield Wealth Advisors
North Carolina
$232K +$806 +20 +0.4%
GG
2516
GenWealth Group
New Jersey
$231K +$1.37K +34 +0.6%
BBA
2517
Baader Bank Aktiengesellschaft
Germany
$231K +$229K +5,684 New
BF
2518
Blankinship & Foster
California
$231K – – –
AHB
2519
Abner Herrman & Brock
New Jersey
$230K – – –
PS
2520
Planned Solutions
California
$230K -$76.9K -1,908 -26%
DIM
2521
DLK Investment Management
California
$230K +$19.7K +489 +10%
BCM
2522
Blume Capital Management
California
$230K – – –
AFWM
2523
Abich Financial Wealth Management
Virginia
$229K +$65.3K +1,621 +41%
BCG
2524
Breakwater Capital Group
New Jersey
$228K +$223K +5,535 New
CPC
2525
Consolidated Planning Corp
Georgia
$228K +$223K +5,523 New
99 100
101
102 103