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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2526
Centric Wealth Management
Illinois
$237K +$240K +5,754 New
GA
2527
GSG Advisors
New Jersey
$236K +$16.5K +395 +8%
PTB
2528
Pioneer Trust Bank
Oregon
$236K – – –
AIIMS
2529
Analyst IMS Investment Management Services
Israel
$236K +$219K +5,250 New
CNWM
2530
Clay Northam Wealth Management
California
$235K – – –
CWM
2531
Connecticut Wealth Management
Connecticut
$234K -$36.2K -867 -14%
MAA
2532
Mraz Amerine & Associates
California
$234K – – –
WWS
2533
Wellington Wealth Strategies
Indiana
$233K +$231K +5,536 New
ICM
2534
Intrepid Capital Management
Florida
$233K +$960 +23 +0.4%
RGF
2535
Retirement Guys Formula
Ohio
$233K -$5.38K -129 -2%
LIA
2536
LBMC Investment Advisors
Tennessee
$233K -$20.2K -484 -9%
CFG
2537
CKW Financial Group
Hawaii
$233K – – –
RWM
2538
RKL Wealth Management
Pennsylvania
$232K +$584 +14 +0.3%
WFA
2539
WestHill Financial Advisors
California
$231K -$54.4K -1,304 -20%
AP
2540
Adero Partners
California
$231K +$215K +5,147 New
WN
2541
Williams & Novak
California
$231K – – –
CCA
2542
Cora Capital Advisors
New Jersey
$231K -$3.63K -87 -2%
BDF
2543
Black Diamond Financial
Maryland
$231K -$2.29K -55 -1%
BAG
2544
Bridgewealth Advisory Group
California
$230K -$76.9K -1,842 -26%
FC
2545
Fusion Capital
South Carolina
$230K -$1.54K -37 -0.7%
RFG
2546
RFP Financial Group
Georgia
$229K -$76.3K -1,828 -26%
YWM
2547
Yoder Wealth Management
California
$229K – – –
SHFP
2548
Second Half Financial Partners
Florida
$228K +$668 +16 +0.3%
YLHM
2549
Yelin Lapidot Holdings Management
Israel
$228K +$212K +5,077 New
ICA
2550
Infrastructure Capital Advisors
New York
$228K -$86K -2,061 -29%
100 101
102
103 104