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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
5126
Whitegate Investment Counselors
New Hampshire
$705K -$34.5K -171 -5%
SWM
5127
Schwallier Wealth Management
Michigan
$703K -$76.7K -380 -10%
KIC
5128
Keating Investment Counselors
Florida
$703K +$25K +124 +4%
HFS
5129
Horizon Financial Services
North Carolina
$702K +$11.7K +58 +2%
NA
5130
Nottingham Advisors
New York
$702K -$435K -2,153 -39%
SM
5131
Salzhauer Michael
$701K – – –
SIA
5132
Spectrum Investment Advisors
Wisconsin
$701K -$212K -1,048 -23%
FLFS
5133
Family Legacy Financial Solutions
North Carolina
$700K +$689K +3,412 New
CWMG
5134
Compass Wealth Management (Georgia)
Georgia
$700K +$689K +3,411 New
DF
5135
Define Financial
California
$699K +$808 +4 +0.1%
JCM
5136
J2 Capital Management
Michigan
$698K +$101K +500 +17%
NL
5137
NDWM LLC
California
$695K +$4.44K +22 +0.7%
NEAM
5138
New England Asset Management
Connecticut
$694K – – –
SWTS
5139
Stonehaven Wealth & Tax Solutions
Wisconsin
$693K +$2.22K +11 +0.3%
SFC
5140
Summit Financial Consulting
Michigan
$690K -$93.9K -465 -12%
KG
5141
Kieckhefer Group
Wisconsin
$690K -$70.7K -350 -9%
VWA
5142
Valued Wealth Advisors
Utah
$689K -$52.3K -259 -7%
UWM
5143
USAdvisors Wealth Management
Minnesota
$688K -$116K -572 -15%
FPCG
5144
Forum Private Client Group
Indiana
$687K -$2.63K -13 -0.4%
GC
5145
GatePass Capital
Ohio
$687K -$104K -517 -13%
EC
5146
Enhancing Capital
Pennsylvania
$685K – – –
DCM
5147
Driehaus Capital Management
Illinois
$685K -$824K -4,078 -55%
DCBT
5148
Dakota Community Bank & Trust
North Dakota
$684K +$104K +515 +18%
RBCM
5149
Raub Brock Capital Management
California
$682K -$30.1K -149 -4%
FFG
5150
Foundry Financial Group
New Hampshire
$681K -$21.2K -105 -3%
204 205
206
207 208