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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
3676
Cookson Peirce & Co
Pennsylvania
$544K +$167K +1,080 +48%
CSWG
3677
Cardinal Strategic Wealth Guidance
Kentucky
$541K – – –
GWM
3678
Greenhouse Wealth Management
Connecticut
$541K – – –
BWM
3679
Boyd Wealth Management
California
$538K +$21.6K +140 +4%
BA
3680
Bellwether Advisors
Nebraska
$537K +$34K +220 +7%
IWP
3681
Insight Wealth Partners
Texas
$535K -$30.9K -200 -6%
KTA
3682
Keeley-Teton Advisors
Illinois
$531K – – –
RBCM
3683
Raub Brock Capital Management
California
$526K +$256K +1,660 +106%
FFMBT
3684
First Farmers & Merchants Bank Trust
Tennessee
$525K -$21.6K -140 -4%
P
3685
Palladiem
Pennsylvania
$525K – – –
ICP
3686
Ironvine Capital Partners
Nebraska
$525K +$6.18K +40 +1%
T
3687
TRUADVICE
Florida
$525K +$253K +1,640 +64%
TWM
3688
Tanager Wealth Management
United Kingdom
$522K -$396K -2,560 -44%
SLA
3689
Silver Lake Advisory
Utah
$522K – – –
IWA
3690
IVC Wealth Advisors
Pennsylvania
$522K +$64.9K +420 +15%
LFG
3691
Lockerman Financial Group
California
$519K – – –
SCM
3692
Southport Capital Management
Tennessee
$518K -$1.39M -8,980 -74%
GCC
3693
Guardian Capital (Canada)
Ontario, Canada
$518K -$1.33M -8,600 -73%
SHWM
3694
Smith & Howard Wealth Management
Georgia
$518K -$457K -2,960 -48%
JBA
3695
Johnson Bixby & Associates
Washington
$518K +$34K +220 +7%
PPWM
3696
PFG Private Wealth Management
Florida
$512K -$189K -1,220 -28%
MTIM
3697
Marathon Trading Investment Management
Pennsylvania
$509K -$2.3M -14,880 -83%
CWM
3698
Chicago Wealth Management
Illinois
$509K – – –
GFP
3699
Guardian Financial Partners
California
$509K +$68K +440 +14%
LFS
3700
Legacy Financial Strategies
Kansas
$509K +$204K +1,320 +73%
146 147
148
149 150