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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
3326
Seven Post Investment Office
California
$496K – – –
VBFP
3327
Valtinson Bruner Financial Planning
Minnesota
$495K -$10.3K -60 -2%
FFWM
3328
Future Financial Wealth Management
Ohio
$495K – – –
TIA
3329
Tandem Investment Advisors
South Carolina
$493K +$214K +1,240 +70%
CGFA
3330
Colton Groome Financial Advisors
North Carolina
$493K +$517K +3,000 New
AMG
3331
Advisors Management Group
Wisconsin
$487K -$6.9K -40 -1%
JBA
3332
Johnson Bixby & Associates
Washington
$486K – – –
AA
3333
Alesco Advisors
New York
$483K – – –
HCM
3334
Hutchinson Capital Management
California
$483K – – –
LWM
3335
Loveless Wealth Management
Montana
$483K +$96.6K +560 +24%
LOPW
3336
Live Oak Private Wealth
North Carolina
$483K +$124K +720 +32%
RRWA
3337
Rainey & Randall Wealth Advisors
Florida
$482K +$10.3K +60 +2%
MWPCG
3338
Measured Wealth Private Client Group
New Hampshire
$480K -$424K -2,460 -46%
MIC
3339
Meridian Investment Counsel
California
$480K – – –
PWP
3340
Personal Wealth Partners
Minnesota
$476K – – –
AC
3341
AWM Capital
Arizona
$473K +$442K +2,560 New
RTL
3342
Red Tortoise LLC
Georgia
$472K +$14.4M +83,540 New
EBSAM
3343
Eubel Brady & Suttman Asset Management
Ohio
$470K +$13.8K +80 +3%
SAM
3344
Simplify Asset Management
Nevada
$470K +$493K +2,860 New
RI
3345
Ridgewood Investments
New Jersey
$469K +$27.6K +160 +6%
CWP
3346
Capital Wealth Planning
Florida
$466K -$700K -4,060 -59%
HWM
3347
HighMark Wealth Management
Minnesota
$466K – – –
SAM
3348
S.A. Mason
Michigan
$466K +$89.7K +520 +22%
BIA
3349
Barry Investment Advisors
Massachusetts
$466K +$103K +600 +27%
NP
3350
Ninepoint Partners
Ontario, Canada
$463K -$155K -900 -24%
132 133
134
135 136