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Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
4051
Epic Trust Investment Advisors
Washington
$237K +$243K +1,420 New
BT
4052
Brandywine Trust
Delaware
$233K -$1.47M -8,600 -86%
SH
4053
Svenska Handelsbanken
Sweden
$233K -$103K -600 -30%
OFG
4054
Omega Financial Group
California
$233K -$41.1K -240 -15%
BWA
4055
Brave Warrior Advisors
New York
$233K – – –
WIA
4056
Wealthstreet Investment Advisors
Texas
$233K – – –
MWM
4057
MorganRosel Wealth Management
Colorado
$233K +$240K +1,400 New
IA
4058
Inspire Advisors
Idaho
$231K +$3.42K +20 +1%
CFO
4059
Custos Family Office
Texas
$230K +$236K +1,380 New
HFW
4060
Horizon Family Wealth
Illinois
$230K +$236K +1,380 New
KS
4061
Karpas Strategies
Connecticut
$230K +$236K +1,380 New
LWIC
4062
Leith Wheeler Investment Counsel
British Columbia, Canada
$230K +$236K +1,380 New
BCM
4063
Bourgeon Capital Management
Connecticut
$227K -$3.42K -20 -1%
FWM
4064
FSA Wealth Management
Massachusetts
$227K – – –
YMRC
4065
Yorktown Management & Research Company
Virginia
$227K – – –
FCFC
4066
First Citizens Financial Corp
Iowa
$224K -$13.7K -80 -6%
RCA
4067
Reitz Capital Advisors
Michigan
$224K +$222K +1,300 New
PAM
4068
PVG Asset Management
Colorado
$223K – – –
GPA
4069
Guidance Point Advisors
Massachusetts
$223K – – –
JFS
4070
JD Financial Services
Pennsylvania
$223K +$13.7K +80 +6%
LA
4071
Lakeside Advisors
Washington
$223K +$229K +1,340 New
CFG
4072
CKW Financial Group
Hawaii
$220K +$6.85K +40 +3%
SHIM
4073
Stone House Investment Management
Pennsylvania
$220K +$13.7K +80 +6%
MC
4074
Miramar Capital
Illinois
$220K +$226K +1,320 New
PBF
4075
Petix & Botte Financial
California
$217K -$154K -900 -41%
161 162
163
164 165