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Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
3901
Triasima Portfolio Management
Quebec, Canada
$347K -$6.85K -40 -2%
NEGWA
3902
New England Guild Wealth Advisors
Connecticut
$347K – – –
LD
3903
Lipe & Dalton
New York
$347K +$13.7K +80 +4%
MWA
3904
Motive Wealth Advisors
Michigan
$347K +$37.7K +220 +12%
BBHBI
3905
B, B, H, & B Inc
Alabama
$343K -$65K -380 -16%
IIM
3906
InTrack Investment Management
Vermont
$343K -$17.1K -100 -5%
CP
3907
Coho Partners
Pennsylvania
$343K – – –
DWM
3908
Defined Wealth Management
Oregon
$343K – – –
FF
3909
Friedenthal Financial
New Jersey
$343K – – –
SBF
3910
Sara-Bay Financial
Florida
$340K +$10.3K +60 +3%
GCIG
3911
Grand Central Investment Group
Florida
$340K +$13.7K +80 +4%
BWG
3912
Beta Wealth Group
California
$338K – – –
MSWMA
3913
Market Street Wealth Management Advisors
Indiana
$337K -$17.1K -100 -5%
HGWM
3914
Horst & Graben Wealth Management
Oregon
$337K – – –
SMG
3915
Smart Money Group
Texas
$337K +$6.85K +40 +2%
BOCM
3916
Bontempo Ohly Capital Management
Maryland
$333K – – –
OAM
3917
Oberweis Asset Management
Illinois
$333K – – –
PAMI
3918
Perseverance Asset Management International
Cayman Islands
$333K – – –
PGCM
3919
Prescott Group Capital Management
Oklahoma
$333K – – –
VWA
3920
VERITY Wealth Advisors
United States
$333K – – –
VIM
3921
Vista Investment Management
Pennsylvania
$333K – – –
DWM
3922
Dopkins Wealth Management
New York
$333K +$342K +2,000 New
LCM
3923
Laurion Capital Management
New York
$333K +$342K +2,000 New
TA
3924
TrueWealth Advisors
Alabama
$333K +$342K +2,000 New
OFS
3925
Oldfather Financial Services
Nebraska
$332K -$6.85K -40 -2%
155 156
157
158 159