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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
3601
Foster & Motley
Ohio
$231K +$227K +1,420 New
JA
3602
JVL Associates
Michigan
$231K +$227K +1,420 New
WWP
3603
Waypoint Wealth Partners
California
$231K +$227K +1,420 New
ATIA
3604
American Trust Investment Advisors
New Hampshire
$228K -$12.8K -80 -5%
KWA
3605
KCS Wealth Advisory
California
$228K -$3.19K -20 -1%
HPCM
3606
High Pointe Capital Management
Illinois
$228K – – –
CAG
3607
Compass Advisory Group
New York
$228K +$223K +1,400 New
SC
3608
Shay Capital
New York
$228K +$223K +1,400 New
JFG
3609
JMG Financial Group
Illinois
$225K -$67K -420 -23%
FSCM
3610
Front Street Capital Management
Montana
$225K -$38.3K -240 -15%
BWA
3611
Brave Warrior Advisors
New York
$225K – – –
VCAM
3612
Van Cleef Asset Management
Ohio
$225K +$220K +1,380 New
RCC
3613
Red Cedar Capital
Nebraska
$224K – – –
MAG
3614
Mokosak Advisory Group
Iowa
$222K +$217K +1,360 New
LWM
3615
Lionsbridge Wealth Management
Florida
$221K – – –
WI
3616
Wedgewood Investors
Pennsylvania
$221K – – –
MAS
3617
Madden Advisory Services
Florida
$221K +$217K +1,360 New
SNBOSCI
3618
Security National Bank of Sioux City Iowa
Iowa
$219K -$12.8K -80 -6%
HBWM
3619
Hollow Brook Wealth Management
New York
$218K -$109K -680 -34%
GWAG
3620
Garrett Wealth Advisory Group
Texas
$218K -$12.8K -80 -6%
GPA
3621
Guidance Point Advisors
Massachusetts
$218K – – –
MAP
3622
Managed Asset Portfolios
Michigan
$218K – – –
MAP
3623
Milestone Advisory Partners
North Carolina
$218K – – –
SWM
3624
Sanctuary Wealth Management
Idaho
$218K +$3.19K +20 +2%
WGCA
3625
Wolf Group Capital Advisors
Virginia
$218K +$6.38K +40 +3%
143 144
145
146 147