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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3176
Defender Capital
North Carolina
$853K – – –
PSC
3177
Prentiss Smith & Co
Vermont
$853K – – –
MHR
3178
Matthew Hamilton Rosenberg
$853K +$29.9K +180 +4%
OBWP
3179
O'Brien Wealth Partners
Massachusetts
$848K +$146K +880 +24%
GIP
3180
Greatmark Investment Partners
Georgia
$846K – – –
MWP
3181
Meridian Wealth Partners
Pennsylvania
$846K +$76.5K +460 +10%
NCP
3182
NexWave Capital Partners
New York
$843K -$1.42M -8,560 -64%
VDI
3183
Vaughan David Investments
Illinois
$843K -$196K -1,180 -19%
BMD
3184
Better Money Decisions
New Mexico
$843K +$3.32K +20 +0.4%
SSCA
3185
South Shore Capital Advisors
Massachusetts
$839K -$4.19M -25,220 -84%
HP
3186
HT Partners
Connecticut
$839K -$3.32K -20 -0.4%
MA
3187
Mosaic Advisors
Texas
$839K +$46.5K +280 +6%
LPIC
3188
LeJeune Puetz Investment Counsel
Michigan
$839K +$356K +2,140 +78%
BC
3189
Brio Consultants
California
$839K +$502K +3,020 +162%
AAM
3190
American Asset Management
Florida
$836K – – –
BCM
3191
Beddow Capital Management
Wyoming
$836K – – –
SW
3192
Signify Wealth
Missouri
$833K -$6.65K -40 -0.8%
FLA
3193
Financial Life Advisors
Texas
$833K +$116K +700 +17%
FFA
3194
Freedman Financial Associates
Massachusetts
$833K +$532K +3,200 +195%
PFM
3195
Peak Financial Management
Massachusetts
$831K +$39.9K +240 +5%
WAOI
3196
Wealth Advisors of Iowa
Iowa
$829K +$53.2K +320 +7%
FMP
3197
Financial Management Professionals
Texas
$826K +$63.2K +380 +9%
OHU
3198
Odey Holdings (UK)
United Kingdom
$826K +$798K +4,800 New
TFIPS
3199
Towarzystwo Funduszy Inwestycyjnych PZU SA
$826K +$16.6K +100 +2%
SPWG
3200
Sage Private Wealth Group
Illinois
$822K -$3.32K -20 -0.4%
126 127
128
129 130