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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
5376
Patton Fund Management
Texas
$256K +$231K +1,165 New
BG
5377
Bellevue Group
Switzerland
$252K +$49.5K +250 +28%
AA
5378
ArborFi Advisors
Michigan
$252K -$4.95K -25 -2%
FWA
5379
FORM Wealth Advisors
Wisconsin
$252K +$227K +1,148 New
CCP
5380
Cushing Capital Partners
Wisconsin
$250K -$47.5K -240 -17%
AIM
5381
Athena Investment Management
California
$250K – – –
RCM
5382
Ravenstone Capital Management
$250K +$45.5K +230 +25%
HAP
5383
Harbor Asset Planning
Massachusetts
$249K +$225K +1,136 New
AFS
5384
Axiom Financial Strategies
Indiana
$249K +$224K +1,134 New
SFMG
5385
Sage Financial Management Group
Virginia
$247K – – –
CCM
5386
Cutler Capital Management
Massachusetts
$247K – – –
LIM
5387
Loudon Investment Management
New Hampshire
$246K +$8.51K +43 +4%
SIMC
5388
Squire Investment Management Company
Utah
$243K +$219K +1,108 New
CIM
5389
CCLA Investment Management
United Kingdom
$243K +$4.27M +21,557 +2%
IIM
5390
Illumine Investment Management
Washington
$241K – – –
KMC
5391
Kirr Marbach & Co
Indiana
$241K – – –
MHFA
5392
Mission Hills Financial Advisory
California
$241K -$11.1K -56 -5%
OC
5393
Optimas Capital
Hong Kong
$241K +$217K +1,099 New
DB
5394
Dravo Bay
Delaware
$241K -$21.4K -108 -9%
TBNY
5395
Trustco Bank (New York)
New York
$241K +$217K +1,097 New
CC
5396
Climber Capital
Switzerland
$240K +$218K +1,101 New
HHWM
5397
Hiley Hunt Wealth Management
Nebraska
$239K +$212K +1,070 New
EWA
5398
Elevate Wealth Advisory
Georgia
$239K -$48.5K -245 -18%
TWM
5399
Tumwater Wealth Management
Idaho
$239K +$396 +2 +0.2%
EFP
5400
EnRich Financial Partners
Wisconsin
$239K +$216K +1,089 New
214 215
216
217 218