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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3626
MBE Wealth Management
Wisconsin
$248K +$239K +1,440 New
WFA
3627
Websterrogers Financial Advisors
South Carolina
$245K – – –
WWP
3628
Waypoint Wealth Partners
California
$244K -$53.2K -320 -18%
LIM
3629
Lathrop Investment Management
Arkansas
$244K -$16.6K -100 -7%
HCM
3630
Hudson Capital Management
New Jersey
$244K – – –
MPPW
3631
Mitchell & Pahl Private Wealth
Oklahoma
$244K – – –
FEM
3632
Fulcrum Equity Management
Texas
$244K +$236K +1,420 New
PP
3633
Peconic Partners
New York
$244K +$236K +1,420 New
WCWM
3634
Willow Creek Wealth Management
California
$244K +$236K +1,420 New
WGCA
3635
Wolf Group Capital Advisors
Virginia
$244K +$236K +1,420 New
ATIA
3636
American Trust Investment Advisors
New Hampshire
$241K – – –
HPCM
3637
High Pointe Capital Management
Illinois
$241K – – –
MCM
3638
McRae Capital Management
New Jersey
$241K +$233K +1,400 New
CFG
3639
CKW Financial Group
Hawaii
$238K +$13.3K +80 +6%
BWA
3640
Brave Warrior Advisors
New York
$237K – – –
PK
3641
Pflug Koory
Nebraska
$237K – – –
BCM
3642
Bourgeon Capital Management
Connecticut
$237K +$23.3K +140 +11%
MAG
3643
Mokosak Advisory Group
Iowa
$236K – – –
SMG
3644
Smart Money Group
Texas
$234K -$36.6K -220 -11%
GWAG
3645
Garrett Wealth Advisory Group
Texas
$234K -$6.65K -40 -3%
IWP
3646
Insight Wealth Partners
Texas
$234K – – –
LWM
3647
Lionsbridge Wealth Management
Florida
$234K – – –
YMRC
3648
Yorktown Management & Research Company
Virginia
$234K – – –
EL
3649
EMFO LLC
Florida
$234K +$226K +1,360 New
PAM
3650
PVG Asset Management
Colorado
$230K – – –
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