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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2551
One Charles Private Wealth Services
Massachusetts
$317K +$1.25K +22 +0.4%
GITFIT
2552
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$315K +$320K +5,650 New
PCM
2553
Prelude Capital Management
New York
$315K -$1.83M -32,427 -85%
EIA
2554
Edgemoor Investment Advisors
Maryland
$314K +$86.7K +1,532 +37%
HWM
2555
Hemington Wealth Management
Virginia
$314K +$318K +5,627 New
HCM
2556
Howard Capital Management
Georgia
$313K -$265K -4,684 -45%
FFWM
2557
Future Financial Wealth Management
Ohio
$313K -$7.13K -126 -2%
PS
2558
Planned Solutions
California
$313K +$13.4K +236 +4%
MAM
2559
McLean Asset Management
Virginia
$313K +$19.4K +343 +7%
AWP
2560
Abacus Wealth Partners
California
$312K -$66.3K -1,171 -17%
CAM
2561
CenterStar Asset Management
Illinois
$312K – – –
GAM
2562
Gemmer Asset Management
California
$312K – – –
MTIC
2563
Missouri Trust & Investment Company
Missouri
$312K +$25.5K +450 +9%
AIP
2564
Ahrens Investment Partners
Louisiana
$312K +$176K +3,119 +126%
IIA
2565
IPG Investment Advisors
California
$311K +$56.6K +1,000 +22%
WCFA
2566
Walkner Condon Financial Advisors
Wisconsin
$311K +$316K +5,580 New
FCT
2567
First Community Trust
Iowa
$310K +$5.88K +104 +2%
BFM
2568
Boothbay Fund Management
New York
$308K +$313K +5,527 New
DWM
2569
Defined Wealth Management
Oregon
$308K +$313K +5,527 New
SJL
2570
Shayne & Jacobs LLC
Tennessee
$307K – – –
BFA
2571
Brendel Financial Advisors
New Hampshire
$307K +$312K +5,507 New
MWM
2572
Merriman Wealth Management
Washington
$306K -$10.3K -182 -3%
OPWM
2573
Oakwell Private Wealth Management
Texas
$306K +$7.41K +131 +2%
SFG
2574
Sovereign Financial Group
Connecticut
$305K -$20K -353 -6%
KWM
2575
Kaydan Wealth Management
Michigan
$305K +$170 +3 +0.1%
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