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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1876
Waterfront Wealth
Kansas
$235K – – –
EFM
1877
E Fund Management
China
$235K +$49.1K +447 +25%
HP
1878
Holistic Planning
Texas
$233K -$110 -1 -0%
TCM
1879
Triumph Capital Management
Colorado
$233K +$243K +2,215 New
OFS
1880
OneAscent Financial Services
Alabama
$233K -$16.8K -153 -6%
VC
1881
Veracity Capital
Georgia
$232K +$5.05K +46 +2%
PM
1882
Phraction Management
Connecticut
$232K – – –
CA
1883
Continuum Advisory
Idaho
$231K -$4.83K -44 -2%
SW
1884
Solidarity Wealth
Utah
$230K -$9.88K -90 -4%
RZH
1885
Relyea Zuckerberg Hanson
Connecticut
$230K +$18K +164 +8%
LIM
1886
Loudon Investment Management
New Hampshire
$230K -$1.1K -10 -0.5%
BA
1887
Bellwether Advisors
Nebraska
$230K – – –
HKIMG
1888
Hutchens & Kramer Investment Management Group
Indiana
$229K +$22.2K +202 +11%
LCM
1889
LCM Capital Management
Illinois
$229K -$3.95K -36 -2%
BFP
1890
Briaud Financial Planning
Texas
$229K – – –
B
1891
Bensler
Washington
$229K +$5.71K +52 +2%
WFAG
1892
Worth Financial Advisory Group
North Carolina
$228K +$5.16K +47 +2%
GAM
1893
Gemmer Asset Management
California
$228K +$17.9K +163 +8%
JCM
1894
Jacobsen Capital Management
Utah
$228K +$12.2K +111 +5%
WCM
1895
Wedge Capital Management
North Carolina
$228K +$16.5K +150 +7%
FMTCOCP
1896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$228K -$27.5K -250 -10%
WPC
1897
Waters Parkerson & Co
Louisiana
$228K – – –
TCM
1898
Tradewinds Capital Management
Washington
$228K +$11.9K +108 +5%
AWAG
1899
ARS Wealth Advisors Group
Florida
$227K +$16.5K +150 +7%
PGIM
1900
Pacific Global Investment Management
California
$227K +$23.1K +210 +11%
74 75
76
77 78