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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
3776
Davis Investment Partners
North Carolina
$308K +$306K +3,095 New
CPCM
3777
Cardinal Point Capital Management
Ontario, Canada
$308K +$362K +3,661 New
CPWMP
3778
Cardinal Point Wealth Management Partners
California
$308K +$362K +3,661 New
SCA
3779
St. Clair Advisors
Ohio
$306K +$20.4K +207 +6%
PWA
3780
Primoris Wealth Advisors
Florida
$306K +$39K +395 +12%
BWM
3781
Boyd Wealth Management
California
$305K +$25.2K +255 +8%
CRI
3782
Commonwealth Retirement Investments
Virginia
$304K +$358K +3,623 New
LIM
3783
Lathrop Investment Management
Arkansas
$304K +$357K +3,614 New
VBFP
3784
Valtinson Bruner Financial Planning
Minnesota
$303K +$7.61K +77 +2%
LFG
3785
Lockerman Financial Group
California
$301K +$35.3K +357 +11%
CCP
3786
Cassia Capital Partners
North Carolina
$300K +$169K +1,713 +92%
PSIWM
3787
Paradigm Strategies in Wealth Management
Minnesota
$299K – – –
PFM
3788
Phillips Financial Management
Indiana
$299K +$58.4K +591 +20%
CA
3789
Claris Advisors
Missouri
$299K -$17.6K -178 -5%
SDAM
3790
Shulman DeMeo Asset Management
New York
$298K +$12.9K +131 +4%
RCM
3791
Requisite Capital Management
Texas
$298K – – –
MWM
3792
Maltin Wealth Management
New Jersey
$297K -$41.4K -419 -11%
CMBA
3793
C.M. Bidwell & Associates
Hawaii
$297K -$238K -2,410 -41%
LJCM
3794
Lee Johnson Capital Management
Texas
$296K -$3.36M -34,010 -91%
HGWM
3795
Horst & Graben Wealth Management
Oregon
$296K +$103K +1,044 +42%
VCM
3796
Versant Capital Management
Arizona
$296K -$63.8K -646 -15%
WCM
3797
Windsor Capital Management
Arizona
$296K -$31.9K -323 -8%
CPG
3798
Cornerstone Planning Group
New Jersey
$296K +$312K +3,157 New
SRWM
3799
Shira Ridge Wealth Management
California
$296K +$348K +3,520 New
DP
3800
Denver PWM
Colorado
$295K -$14.1K -143 -4%
150 151
152
153 154