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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3001
Horizon Bancorp
Indiana
$226K -$9.25K -162 -4%
PCMC
3002
Private Capital Management (Colorado)
Colorado
$226K -$91.6K -1,603 -30%
VI
3003
VanderPol Investments
Michigan
$226K +$218K +3,811 New
PPG
3004
Peak Planning Group
Colorado
$225K -$628 -11 -0.3%
BSI
3005
Bennett Selby Investments
Maine
$225K -$15.6K -274 -7%
CWG
3006
Crown Wealth Group
North Carolina
$225K -$27.2K -477 -11%
LWM
3007
Lionshead Wealth Management
New York
$224K +$216K +3,780 New
RA
3008
Resolute Advisors
California
$224K +$216K +3,779 New
I
3009
INVST
Indiana
$224K +$216K +3,777 New
AHL
3010
Abel Hall LLC
Louisiana
$224K -$159K -2,790 -42%
CWM
3011
Cherrydale Wealth Management
New Jersey
$223K +$216K +3,774 New
GKWIM
3012
Gerber Kawasaki Wealth & Investment Management
California
$223K -$56.1K -983 -21%
MWA
3013
Motive Wealth Advisors
Michigan
$222K +$214K +3,752 New
TAM
3014
Titleist Asset Management
Texas
$222K +$214K +3,744 New
CMI
3015
Clare Market Investments
Texas
$222K +$214K +3,744 New
PMG
3016
Private Management Group
California
$220K +$212K +3,718 New
BSHC
3017
Breed's Hill Capital
Massachusetts
$219K +$211K +3,693 New
NJBEST
3018
New Jersey Better Educational Savings Trust
New Jersey
$218K +$211K +3,686 New
GI
3019
Gradient Investments
Minnesota
$218K -$19.9K -348 -9%
HOWA
3020
Heritage Oak Wealth Advisors
Florida
$218K -$10.3K -180 -5%
SHJ
3021
Sharkey, Howes & Javer
Colorado
$217K +$210K +3,670 New
TM
3022
TigerOak Management
New Mexico
$217K +$210K +3,669 New
WA
3023
Westfuller Advisors
New York
$217K +$209K +3,665 New
CFO
3024
Custos Family Office
Texas
$217K +$209K +3,664 New
TI
3025
Truepoint Inc
Ohio
$217K +$209K +3,663 New
119 120
121
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