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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
5826
EMC Capital Management
Texas
$470K +$410K +1,434 New
MPW
5827
MGO Private Wealth
California
$470K -$186K -649 -30%
YWM
5828
Yardley Wealth Management
Pennsylvania
$469K – – –
BMC
5829
Bear Mountain Capital
Washington
$469K +$286 +1 +0.1%
JCM
5830
J2 Capital Management
Michigan
$468K +$572 +2 +0.1%
V
5831
Viaable
Pennsylvania
$467K +$454K +1,588 New
LIM
5832
Letson Investment Management
Georgia
$466K – – –
WRM
5833
Weybosset Research & Management
Rhode Island
$466K – – –
SWA
5834
Safir Wealth Advisors
New Hampshire
$465K +$117K +408 +34%
PPWM
5835
Perissos Private Wealth Management
Oklahoma
$464K -$16.3K -57 -3%
SIM
5836
Sims Investment Management
Ohio
$463K +$96.1K +336 +26%
RWA
5837
Reicon Wealth Advisors
Georgia
$460K +$50.3K +176 +12%
RWM
5838
Rezny Wealth Management
Florida
$458K +$58.9K +206 +15%
FWA
5839
Fidelis Wealth Advisors
Colorado
$457K +$34.9K +122 +8%
MWM
5840
McCartney Wealth Management
Missouri
$456K +$14.3K +50 +3%
AP
5841
Aspect Partners
Virginia
$454K -$132K -460 -23%
RCM
5842
Rivernorth Capital Management
Florida
$454K -$452K -1,579 -50%
NWS
5843
Nvest Wealth Strategies
Ohio
$453K -$133K -466 -23%
TCM
5844
Timbuktu Capital Management
Massachusetts
$453K +$448K +1,566 New
UFA
5845
Uptown Financial Advisors
Texas
$452K – – –
B
5846
Bedminster
South Carolina
$452K -$198K -692 -31%
KMC
5847
Kirr Marbach & Co
Indiana
$451K -$3.43K -12 -0.8%
SIAS
5848
Summit Investment Advisory Services
Minnesota
$450K +$88.7K +310 +25%
NFA
5849
Northwest Financial Advisors
Virginia
$447K -$3.43K -12 -0.8%
AAA
5850
American Alpha Advisors
New York
$446K +$50.6K +177 +13%
232 233
234
235 236