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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3101
CogentBlue Wealth Advisors
Tennessee
$474K +$335K +816 New
TIM
3102
Tortoise Investment Management
New York
$473K +$334K +815 New
AWMI
3103
Aegis Wealth Management (Iowa)
Iowa
$473K +$334K +815 New
AL
3104
Aspiriant LLC
California
$473K +$334K +815 New
IC
3105
IKE Capital
New York
$473K +$334K +815 New
TWA
3106
Talisman Wealth Advisors
New Jersey
$472K +$333K +813 New
BSSFA
3107
Baron Silver Stevens Financial Advisors
Florida
$472K +$333K +813 New
WCP
3108
Wealthcare Capital Partners
Pennsylvania
$472K +$333K +812 New
JRPIM
3109
Journey Retirement Planning & Investment Management
Idaho
$470K +$332K +809 New
AWS
3110
Arkfeld Wealth Strategies
Nebraska
$469K -$19.7K -48 -5%
PHAM
3111
Palisades Hudson Asset Management
Florida
$469K +$331K +807 New
AIM
3112
Aspen Investment Management
Michigan
$469K +$331K +808 New
OPA
3113
Old Port Advisors
Maine
$468K +$330K +805 New
ACA
3114
Affinity Capital Advisors
California
$468K +$347K +847 New
JRSI
3115
Jeter Robert S II
$467K +$94.3K +230 +38%
IPW
3116
IronBridge Private Wealth
Texas
$466K +$329K +803 New
WF
3117
WoodTrust Financial
Wisconsin
$466K +$329K +802 New
KFC
3118
Klingenstein Fields & Co
New York
$466K +$329K +802 New
DSA
3119
Droms Strauss Advisors
Missouri
$465K +$328K +801 New
MAM
3120
Mystic Asset Management
Rhode Island
$465K +$328K +800 New
MAWCM
3121
Mine & Arao Wealth Creation & Management
California
$464K +$328K +799 New
HI
3122
Hudock Inc
Pennsylvania
$464K +$327K +798 New
KCP
3123
Kera Capital Partners
California
$463K +$326K +796 New
4WM
3124
49 Wealth Management
Texas
$462K +$326K +796 New
A
3125
Alongside
Texas
$462K +$326K +796 New
123 124
125
126 127