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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Aprio Wealth Management
Georgia
$250K -$43.1K -12 -14%
KCM
1002
Kendall Capital Management
Maryland
$250K -$17.9K -5 -6%
BWA
1003
Basecamp Wealth Advisors
Washington
$250K -$14.4K -4 -5%
EFG
1004
Elm3 Financial Group
Georgia
$250K -$7.18K -2 -3%
FMLI
1005
Fukoku Mutual Life Insurance
Japan
$250K – – –
KLI
1006
Kelman-Lazarov Inc
Tennessee
$250K +$7.18K +2 +3%
SRM
1007
Shelter Rock Management
New York
$250K -$3.59K -1 -1%
SC
1008
Sepio Capital
Utah
$247K -$161K -45 -38%
MT
1009
Midwest Trust
Kansas
$247K -$3.59K -1 -1%
FTC
1010
Farmers Trust Company
Ohio
$247K – – –
TPWA
1011
TRUE Private Wealth Advisors
Oregon
$247K +$3.59K +1 +1%
XF
1012
XML Financial
Maryland
$247K +$17.9K +5 +7%
PPWP
1013
Premier Path Wealth Partners
New Jersey
$244K -$75.4K -21 -23%
DOA
1014
D'Orazio & Associates
Virginia
$243K – – –
BMCM
1015
Bryn Mawr Capital Management
Pennsylvania
$243K -$43.1K -12 -14%
KFP
1016
Kerr Financial Planning
California
$241K -$46.6K -13 -16%
FIA
1017
Foundations Investment Advisors
Arizona
$241K -$50.2K -14 -16%
TCP
1018
TMB Capital Partners
Arkansas
$240K -$25.1K -7 -9%
AMPWP
1019
Alvarez & Marsal Private Wealth Partners
Florida
$240K +$255K +71 New
FWMM
1020
Foundation Wealth Management (Missouri)
Missouri
$236K -$108K -30 -30%
FLPIM
1021
F.L. Putnam Investment Management
Massachusetts
$236K -$89.7K -25 -26%
M
1022
MOTCO
Texas
$236K -$82.5K -23 -25%
LRPA
1023
L. Roy Papp & Associates
Arizona
$236K -$17.9K -5 -7%
CWA
1024
Crux Wealth Advisors
California
$236K – – –
FP
1025
Factorial Partners
New York
$236K – – –
39 40
41
42 43