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Name Holding Trade Value Shares
Change 		Change in
Stake
WGS
5626
Washington Growth Strategies
District of Columbia
$776K +$14.5K +54 +2%
PIM
5627
Provident Investment Management
Michigan
$773K -$25.2K -94 -3%
PWM
5628
PMG Wealth Management
Illinois
$772K +$12.3K +46 +2%
PWS
5629
Peloton Wealth Strategists
Indiana
$772K +$61.7K +230 +9%
TFP
5630
Townsend Financial Planning
Kentucky
$770K +$761K +2,833 New
MFFIA
5631
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$770K -$13.4K -50 -2%
PA
5632
Prossimo Advisors
California
$770K +$20.1K +75 +3%
CFG
5633
Cornerstone Financial Group
Nebraska
$770K +$268 +1 +0%
MCM
5634
MontVue Capital Management
Virginia
$769K +$12.9K +48 +2%
PWA
5635
Principia Wealth Advisory
Texas
$768K -$13.7K -51 -2%
HWM
5636
Horizons Wealth Management
North Carolina
$767K -$57.2K -213 -7%
CC
5637
Capstone Capital
Nevada
$763K -$259K -965 -26%
SEM
5638
Strategic Equity Management
Arizona
$762K +$85.9K +320 +13%
LKIM
5639
Lawson Kroeker Investment Management
Nebraska
$761K -$4.09M -15,242 -84%
ACM
5640
American Capital Management
New York
$761K – – –
NJBEST
5641
New Jersey Better Educational Savings Trust
New Jersey
$758K – – –
OL
5642
Odyssean LLC
Connecticut
$756K +$746K +2,780 New
SR
5643
Swiss Re
Switzerland
$755K +$745K +2,777 New
KIC
5644
Keating Investment Counselors
Florida
$755K -$13.4K -50 -2%
MFG
5645
Mustico Financial Group
New York
$754K +$66K +246 +9%
SFSG
5646
Sound Financial Strategies Group
Mississippi
$753K +$215K +802 +41%
GIC
5647
GFI Investment Counsel
Ontario, Canada
$751K +$76.2K +284 +11%
RL
5648
Retireful LLC
Michigan
$750K +$738K +2,748 New
MWA
5649
Merkkuri Wealth Advisors
New York
$750K +$1.07K +4 +0.1%
BFA
5650
Bridgelight Financial Advisors
Connecticut
$744K +$735K +2,737 New
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226
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