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Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
5476
Platt Investment Counsel
Florida
$305K – – –
BAM
5477
Blueshift Asset Management
New Jersey
$305K -$2.2M -9,516 -87%
FFS
5478
Forge Financial Services
Oklahoma
$305K +$318K +1,374 New
MIM
5479
Meixler Investment Management
Arizona
$304K -$39.8K -172 -11%
OAP
5480
One Advisory Partners
Kansas
$303K +$22.5K +97 +8%
PBT
5481
Pictet Bank & Trust
Bahamas
$302K -$3.56M -15,355 -92%
MWC
5482
MKD Wealth Coaches
Michigan
$300K – – –
SFG
5483
Socha Financial Group
New York
$299K -$36.6K -158 -10%
VWM
5484
VanWeelden Wealth Management
Ohio
$299K +$61.9K +267 +25%
BWMG
5485
Bannerman Wealth Management Group
Texas
$299K +$311K +1,344 New
TPCM
5486
Templeton & Phillips Capital Management
Tennessee
$298K – – –
AA
5487
AlphaQ Advisors
Florida
$297K +$30.1K +130 +11%
DGI
5488
Disciplined Growth Investors
Minnesota
$296K -$30.6K -132 -9%
CAIM
5489
Catherine Avery Investment Management
Florida
$294K -$48.7K -210 -14%
RSC
5490
Red Spruce Capital
Pennsylvania
$294K – – –
ACM
5491
American Capital Management
New York
$292K – – –
SFA
5492
Salus Financial Advisors
Colorado
$291K +$11.4K +49 +4%
FF
5493
Fortitude Financial
Washington
$291K – – –
LKWM
5494
Lee-Kelleher Wealth Management
Maryland
$285K -$28.3K -122 -9%
SM
5495
Samjo Management
New York
$284K – – –
CF
5496
Crosspoint Financial
California
$281K +$294K +1,267 New
MFG
5497
Mendota Financial Group
Wisconsin
$281K -$107K -464 -27%
EPM
5498
Elm Partners Management
Pennsylvania
$280K +$292K +1,262 New
BC
5499
BIT Capital
Germany
$279K +$104K +449 +56%
SVWA
5500
Sarver Vrooman Wealth Advisors
Missouri
$276K +$288K +1,241 New
218 219
220
221 222