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Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
3801
Wick Capital Partners
Pennsylvania
$280K -$488K -3,900 -60%
OWIM
3802
Old West Investment Management
California
$280K -$170K -1,357 -34%
AWA
3803
Aquire Wealth Advisors
Utah
$280K – – –
SAM
3804
Strategic Asset Management
Minnesota
$280K +$10K +80 +3%
MIAS
3805
Mason Investment Advisory Services
Virginia
$278K +$15.3K +122 +5%
IWP
3806
Insight Wealth Partners
Texas
$278K -$83.3K -666 -20%
HPM
3807
Hudson Portfolio Management
New York
$278K -$2.5K -20 -0.8%
FTC
3808
Farmers Trust Company
Ohio
$278K – – –
HWMG
3809
Hurlow Wealth Management Group
Indiana
$278K +$22.5K +180 +7%
WMS
3810
Wealth Management Solutions
Pennsylvania
$278K +$27.5K +220 +9%
GCIG
3811
Grand Central Investment Group
Florida
$278K +$105K +840 +47%
SCM
3812
Stordahl Capital Management
Colorado
$277K -$21.3K -170 -6%
GCM
3813
Gibraltar Capital Management
Oklahoma
$276K -$25K -200 -7%
MAM
3814
McCarthy Asset Management
California
$276K – – –
TWP
3815
Total Wealth Planning
Ohio
$275K +$146K +1,170 +82%
TCM
3816
Tandem Capital Management
New Jersey
$274K – – –
HPIA
3817
Hamilton Point Investment Advisors
North Carolina
$272K +$55.1K +440 +21%
DWA
3818
Dougherty Wealth Advisers
Minnesota
$270K – – –
RCG
3819
Resource Consulting Group
Florida
$270K – – –
FCC
3820
Flower City Capital
New York
$268K +$20K +160 +7%
UWM
3821
USAdvisors Wealth Management
Minnesota
$266K -$59.9K -479 -16%
TCB
3822
Texas Capital Bancshares
Texas
$266K – – –
AIM
3823
Aurora Investment Managers
Florida
$266K +$70.1K +560 +29%
PH
3824
Pinnacle Holdings
Oklahoma
$266K -$7.51K -60 -2%
PIM
3825
Provident Investment Management
Michigan
$265K -$5K -40 -2%
151 152
153
154 155