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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4826
Shakespeare Wealth Management
Wisconsin
$226K +$7.16K +39 +3%
PCM
4827
Peirce Capital Management
Texas
$225K -$5.51K -30 -3%
TCM
4828
Tang Capital Management
California
$225K +$214K +1,164 New
AFA
4829
Alpha Financial Advisors
North Carolina
$225K -$27.6K -150 -11%
SF
4830
SWP Financial
California
$225K – – –
AA
4831
Argent Advisors
Louisiana
$224K -$108K -586 -34%
HHWM
4832
Hiley Hunt Wealth Management
Nebraska
$224K -$66.1K -360 -24%
EFP
4833
EnRich Financial Partners
Wisconsin
$224K – – –
EWA
4834
Elevate Wealth Advisory
Georgia
$224K +$213K +1,158 New
LAM
4835
Lakewood Asset Management
Illinois
$222K – – –
BWA
4836
Boulder Wealth Advisors
Colorado
$222K +$211K +1,150 New
MF
4837
Magnetar Financial
Illinois
$222K +$211K +1,150 New
NIA
4838
NIA Impact Advisors
California
$222K +$211K +1,149 New
AIM
4839
Athena Investment Management
California
$220K – – –
UI
4840
Unconventional Investor
New Hampshire
$220K -$11K -60 -5%
RJTCONH
4841
Raymond James Trust Company of New Hampshire
New Hampshire
$220K +$209K +1,139 New
TFG
4842
Team Financial Group
California
$220K +$209K +1,137 New
OA
4843
Oceanside Advisors
South Carolina
$218K – – –
KAM
4844
Kraft Asset Management
Tennessee
$218K -$95.9K -522 -32%
PIS
4845
POM Investment Strategies
North Carolina
$216K +$87.3K +475 +74%
VPWA
4846
Vestia Personal Wealth Advisors
Indiana
$215K +$204K +1,111 New
WF
4847
Williams Financial
Vermont
$214K -$28.8K -157 -12%
HCC
4848
Hirtle Callaghan & Co
Pennsylvania
$213K -$539K -2,934 -73%
BCM
4849
Brookmont Capital Management
Texas
$213K +$203K +1,103 New
KMC
4850
Kirr Marbach & Co
Indiana
$213K +$202K +1,100 New
192 193
194
195 196