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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4501
Pacific Wealth Management
California
$306K – – –
KAM
4502
Kraft Asset Management
Tennessee
$306K +$275K +1,579 New
RA
4503
Resolute Advisors
California
$302K +$174 +1 +0.1%
HSA
4504
Hussman Strategic Advisors
Maryland
$301K – – –
SC
4505
Shearwater Capital
Colorado
$296K – – –
MG
4506
MilWealth Group
Wisconsin
$291K – – –
BWS
4507
BCR Wealth Strategies
Alabama
$291K – – –
GCIA
4508
Gabelli & Co Investment Advisers
New York
$291K – – –
JGGDR
4509
JGP Global Gestao de Recursos
Brazil
$291K +$261K +1,500 New
LFGH
4510
Lee Financial Group Hawaii
Hawaii
$289K – – –
PIC
4511
Platt Investment Counsel
Florida
$288K – – –
ETS
4512
ESL Trust Services
New York
$273K -$22.7K -130 -8%
APSI
4513
Asset Planning Services Inc
Louisiana
$273K – – –
AA
4514
Acorns Advisers
California
$270K +$243K +1,394 New
BBW
4515
Blue Barn Wealth
Utah
$267K +$3.66K +21 +2%
CM
4516
Cornerstone Management
Georgia
$266K -$46.4K -266 -16%
BFS
4517
Burrus Financial Services
Utah
$266K +$697 +4 +0.3%
AOG
4518
Alpha Omega Group
Virginia
$263K +$523 +3 +0.2%
VNIM
4519
Vaughan Nelson Investment Management
Texas
$261K +$235K +1,346 New
EI
4520
EDMP Inc
Florida
$261K +$234K +1,343 New
SAM
4521
Silverhawk Asset Management
Arizona
$259K – – –
CIM
4522
Confluence Investment Management
Missouri
$258K +$15.9K +91 +7%
WCM
4523
Windham Capital Management
Massachusetts
$257K – – –
SCA
4524
Stuart Chaussee & Associates
California
$256K -$349 -2 -0.2%
ACM
4525
American Capital Management
New York
$255K – – –
179 180
181
182 183