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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4551
Perkins Capital Management
Minnesota
$895K – – –
SWM
4552
Sanctuary Wealth Management
Idaho
$895K -$352K -1,907 -29%
HWM
4553
HighMark Wealth Management
Minnesota
$894K +$2.22K +12 +0.3%
KPPF
4554
Klein Pavlis & Peasley Financial
California
$894K +$858K +4,645 New
UWM
4555
USAdvisors Wealth Management
Minnesota
$894K -$83.5K -452 -9%
VF
4556
VitalStone Financial
Texas
$893K +$85.7K +464 +11%
PWA
4557
Pillar Wealth Advisors
Pennsylvania
$892K – – –
BMCM
4558
Burns Matteson Capital Management
New York
$890K +$184K +998 +28%
MWM
4559
Magnolia Wealth Management
Alabama
$888K -$5.36K -29 -0.6%
PPWP
4560
Proquility Private Wealth Partners
Nevada
$887K -$204K -1,105 -19%
WRM
4561
Weybosset Research & Management
Rhode Island
$877K +$3.69K +20 +0.4%
TWA
4562
Tandem Wealth Advisors
Arizona
$876K -$3.32K -18 -0.4%
CM
4563
Capital Management
Virginia
$876K -$88.3K -478 -10%
ACM
4564
Argyle Capital Management
Pennsylvania
$873K – – –
UI
4565
Unconventional Investor
New Hampshire
$865K -$26.4K -143 -3%
LFG
4566
Leverty Financial Group
Wisconsin
$853K +$18.6K +101 +2%
AFS
4567
Axiom Financial Strategies
Indiana
$847K +$369 +2 +0%
BAM
4568
BOCHK Asset Management
Hong Kong
$847K +$812K +4,400 New
CG
4569
Castellan Group
Kentucky
$846K -$915K -4,954 -53%
ACM
4570
Ashford Capital Management
Delaware
$843K -$28.3K -153 -3%
PGF
4571
Plan Group Financial
Oklahoma
$840K -$1.06M -5,722 -57%
AI
4572
Arrien Investments
Idaho
$837K -$242K -1,308 -23%
SPWM
4573
Straight Path Wealth Management
Michigan
$834K -$89.4K -484 -10%
BWM
4574
Boyd Wealth Management
California
$831K +$185 +1 +0%
HF
4575
Halpern Financial
Virginia
$830K -$70.7K -383 -8%
181 182
183
184 185