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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2601
Carolina Wealth Advisors
South Carolina
$304K +$66K +1,245 +26%
SWP
2602
Summit Wealth Partners
Florida
$303K +$1.06K +20 +0.3%
FBC
2603
Fairfield, Bush & Co
Connecticut
$303K -$41.3K -780 -12%
ABLA
2604
Alan B. Lancz & Associates
Ohio
$303K – – –
FOA
2605
Five Oceans Advisors
California
$303K +$27.5K +520 +10%
HAC
2606
Harbor Advisory Corp
New Hampshire
$302K – – –
CBOR
2607
Community Bank of Raymore
Missouri
$301K -$29.9K -565 -9%
BCMLT
2608
Beacon Capital Management LLC (Tennessee)
Tennessee
$301K +$312K +5,899 New
HVM
2609
Harvest Volatility Management
Connecticut
$300K +$312K +5,885 New
CWM
2610
CCG Wealth Management
California
$300K +$312K +5,898 New
ACH
2611
ArrowMark Colorado Holdings
Colorado
$299K – – –
AWM
2612
Angeles Wealth Management
California
$299K +$311K +5,873 New
ACM
2613
Armbruster Capital Management
New York
$297K +$23.8K +450 +8%
IFA
2614
Index Fund Advisors
California
$297K +$75.5K +1,425 +32%
TC
2615
Truvestments Capital
Florida
$295K -$10.6K -201 -3%
GAM
2616
Gemmer Asset Management
California
$295K +$159 +3 +0.1%
TLCM
2617
Twin Lakes Capital Management
California
$295K +$7.79K +147 +3%
MCM
2618
Monument Capital Management
Virginia
$295K +$307K +5,795 New
LTI
2619
Laffer Tengler Investments
Tennessee
$295K – – –
PWP
2620
Perfromance Wealth Partners
Illinois
$294K -$46.4K -876 -13%
LWA
2621
Lenox Wealth Advisors
New York
$294K +$94.7K +1,788 +48%
RG
2622
Retirement Group
California
$293K +$25.3K +478 +9%
OHIS
2623
Oak Harvest Investment Services
Texas
$292K -$73.4K -1,385 -19%
CWM
2624
Centric Wealth Management
Illinois
$292K -$27.7K -523 -8%
VWA
2625
VERITY Wealth Advisors
United States
$292K – – –
103 104
105
106 107