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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2826
Broadwater Capital
Massachusetts
$250K +$253K +4,948 New
VR
2827
Valued Retirements
Texas
$250K +$253K +4,948 New
WA
2828
WESPAC Advisors
California
$250K -$2.96K -58 -1%
LFGO
2829
Legacy Financial Group (Oklahoma)
Oklahoma
$250K -$28.7K -561 -10%
BWCS
2830
Beirne Wealth Consulting Services
Connecticut
$249K +$252K +4,934 New
FIBT
2831
First International Bank & Trust
North Dakota
$249K – – –
KFC
2832
Klingenstein Fields & Co
New York
$249K -$47.9K -938 -16%
NC
2833
NovaPoint Capital
Georgia
$249K -$766 -15 -0.3%
MGAM
2834
McGowan Group Asset Management
Texas
$248K +$511 +10 +0.2%
HA
2835
Hofer & Associates
California
$248K +$251K +4,904 New
NC
2836
NBW Capital
Massachusetts
$247K -$23.1K -453 -8%
AF
2837
Apollon Financial
South Carolina
$247K +$250K +4,891 New
C
2838
CEDRUS
Colorado
$247K -$67.2K -1,315 -21%
LSA
2839
Lansing Street Advisors
Pennsylvania
$247K +$250K +4,887 New
PBC
2840
Pavion Blue Capital
California
$246K – – –
TA
2841
TKG Advisors
Indiana
$246K +$54.8K +1,072 +28%
JCM
2842
Jacobsen Capital Management
Utah
$245K -$22.4K -438 -8%
TI
2843
Truepoint Inc
Ohio
$243K -$26.7K -523 -10%
ACM
2844
AUA Capital Management
Pennsylvania
$243K +$246K +4,806 New
RPCA
2845
Running Point Capital Advisors
California
$243K -$86.2K -1,688 -26%
TCMP
2846
Thrive Capital Management (Pennsylvania)
Pennsylvania
$242K +$245K +4,799 New
WGAM
2847
Wilkinson Global Asset Management
New York
$242K -$172K -3,370 -41%
CNB
2848
Camden National Bank
Maine
$241K -$64K -1,252 -21%
SA
2849
Skyline Advisors
Washington
$241K +$244K +4,772 New
CSB
2850
City State Bank
Iowa
$241K +$3.07K +60 +1%
112 113
114
115 116