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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2601
Sage Mountain Advisors
Georgia
$305K -$101K -1,915 -24%
NCM
2602
Next Capital Management
New York
$305K +$317K +5,989 New
CWA
2603
Carolina Wealth Advisors
South Carolina
$304K +$66K +1,245 +26%
SWP
2604
Summit Wealth Partners
Florida
$303K +$1.06K +20 +0.3%
FBC
2605
Fairfield, Bush & Co
Connecticut
$303K -$41.3K -780 -12%
ABLA
2606
Alan B. Lancz & Associates
Ohio
$303K – – –
FOA
2607
Five Oceans Advisors
California
$303K +$27.5K +520 +10%
HAC
2608
Harbor Advisory Corp
New Hampshire
$302K – – –
CBOR
2609
Community Bank of Raymore
Missouri
$301K -$29.9K -565 -9%
BCMLT
2610
Beacon Capital Management LLC (Tennessee)
Tennessee
$301K +$312K +5,899 New
HVM
2611
Harvest Volatility Management
Connecticut
$300K +$312K +5,885 New
CWM
2612
CCG Wealth Management
California
$300K +$312K +5,898 New
ACH
2613
ArrowMark Colorado Holdings
Colorado
$299K – – –
AWM
2614
Angeles Wealth Management
California
$299K +$311K +5,873 New
ACM
2615
Armbruster Capital Management
New York
$297K +$23.8K +450 +8%
IFA
2616
Index Fund Advisors
California
$297K +$75.5K +1,425 +32%
TC
2617
Truvestments Capital
Florida
$295K -$10.6K -201 -3%
GAM
2618
Gemmer Asset Management
California
$295K +$159 +3 +0.1%
TLCM
2619
Twin Lakes Capital Management
California
$295K +$7.79K +147 +3%
MCM
2620
Monument Capital Management
Virginia
$295K +$307K +5,795 New
LTI
2621
Laffer Tengler Investments
Tennessee
$295K – – –
PWP
2622
Perfromance Wealth Partners
Illinois
$294K -$46.4K -876 -13%
LWA
2623
Lenox Wealth Advisors
New York
$294K +$94.7K +1,788 +48%
RG
2624
Retirement Group
California
$293K +$25.3K +478 +9%
OHIS
2625
Oak Harvest Investment Services
Texas
$292K -$73.4K -1,385 -19%
103 104
105
106 107