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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
5451
Meixler Investment Management
Arizona
$347K +$3.39K +15 +1%
PBT
5452
Pictet Bank & Trust
Bahamas
$346K – – –
SIAS
5453
Summit Investment Advisory Services
Minnesota
$346K +$11.1K +49 +4%
PIC
5454
Platt Investment Counsel
Florida
$345K -$4.97K -22 -2%
MWC
5455
MKD Wealth Coaches
Michigan
$344K – – –
MWM
5456
Mittelman Wealth Management
Massachusetts
$344K -$25.3K -112 -8%
SFG
5457
Socha Financial Group
New York
$344K +$452 +2 +0.1%
BCM
5458
Brookmont Capital Management
Texas
$342K +$56.9K +252 +23%
TPCM
5459
Templeton & Phillips Capital Management
Tennessee
$341K – – –
TF
5460
TME Financial
California
$333K -$15.4K -68 -5%
TPBG
5461
Turning Point Benefit Group
Maryland
$332K +$294K +1,300 New
SFA
5462
Salus Financial Advisors
Colorado
$332K -$1.35K -6 -0.5%
EWA
5463
EQ Wealth Advisors
Texas
$330K +$226 +1 +0.1%
MSA
5464
Marathon Strategic Advisors
Pennsylvania
$328K -$95.8K -424 -25%
BAM
5465
Blueshift Asset Management
New Jersey
$326K -$1.35M -5,978 -82%
SM
5466
Samjo Management
New York
$326K – – –
CAIM
5467
Catherine Avery Investment Management
Florida
$325K – – –
BOC
5468
Bull Oak Capital
California
$323K +$45.2K +200 +19%
GFM
5469
GEN Financial Management
Minnesota
$317K +$904 +4 +0.3%
SC
5470
Schoolcraft Capital
Colorado
$316K – – –
AC
5471
AIFG Consultants
New York
$315K -$7.91K -35 -3%
BIM
5472
Bullseye Investment Management
Ohio
$314K – – –
BI
5473
BFI Infinity
Switzerland
$313K -$30.9K -137 -10%
RF
5474
rebel Financial
Ohio
$306K -$273K -1,208 Closed
KP
5475
Kitching Partners
Pennsylvania
$306K -$82K -363 -23%
217 218
219
220 221