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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2576
Trilogy Capital
California
$221K -$54.9K -1,316 -21%
WAOI
2577
Wealth Advisors of Iowa
Iowa
$221K -$12.7K -305 -6%
AWM
2578
Activest Wealth Management
Florida
$220K +$29.5K +708 +17%
TCOTS
2579
Trust Company of the South
North Carolina
$220K -$3.88K -93 -2%
NPPM
2580
North Point Portfolio Managers
Ohio
$220K +$205K +4,900 New
LC
2581
Landaas & Company
Wisconsin
$220K – – –
MFC
2582
Morris Financial Concepts
South Carolina
$220K +$204K +4,898 New
PIA
2583
Powell Investment Advisors
Florida
$220K – – –
TIM
2584
Total Investment Management
Arizona
$220K +$204K +4,895 New
BWM
2585
BKM Wealth Management
Wisconsin
$220K +$83.8K +2,009 +70%
CAM
2586
Chesapeake Asset Management
New York
$219K +$16.3K +390 +9%
SIM
2587
SSI Investment Management
California
$219K -$167 -4 -0.1%
RIM
2588
Rockbridge Investment Management
New York
$219K – – –
HP
2589
Hilltop Partners
Indiana
$219K -$22.8K -546 -10%
OW
2590
Olistico Wealth
Oklahoma
$218K -$5.22K -125 -3%
LW
2591
Libra Wealth
California
$218K +$203K +4,862 New
AC
2592
Applied Capital
Arkansas
$217K -$709 -17 -0.4%
HWA
2593
HHM Wealth Advisors
Tennessee
$217K +$11K +264 +6%
WA
2594
WBH Advisory
Maryland
$217K +$201K +4,821 New
FWM
2595
Fonville Wealth Management
Virginia
$216K -$6.26K -150 -3%
VCM
2596
Viewpoint Capital Management
Washington
$216K +$201K +4,816 New
LA
2597
Lakeside Advisors
Washington
$216K +$201K +4,809 New
FCM
2598
Firestone Capital Management
Florida
$216K +$200K +4,799 New
PSCM
2599
Per Stirling Capital Management
Texas
$216K -$12.6K -301 -6%
BFWM
2600
Bright Futures Wealth Management
New York
$215K -$5.84K -140 -3%
102 103
104
105 106