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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2826
Avalon Capital Management
California
$459K +$107K +700 +28%
BOSSRA
2827
B.O.S.S. Retirement Advisors
Utah
$458K -$2.86M -18,667 -86%
FIBT
2828
First International Bank & Trust
North Dakota
$458K +$163K +1,066 +51%
MCM
2829
Monument Capital Management
Virginia
$458K +$3.21K +21 +0.7%
EMAM
2830
Encompass More Asset Management
California
$456K +$26.9K +176 +6%
CPC
2831
Congress Park Capital
New York
$456K +$481K +3,145 New
HA
2832
Helium Advisors
Washington
$454K +$480K +3,136 New
WAL
2833
W Advisors LLC
Tennessee
$454K – – –
COA
2834
Crown Oak Advisors
California
$454K +$4.9K +32 +1%
PPH
2835
Pure Portfolios Holdings
Oregon
$454K -$75.8K -495 -14%
PCM
2836
Peirce Capital Management
Texas
$453K -$79.7K -521 -14%
HWM
2837
HFR Wealth Management
New York
$453K -$16.5K -108 -3%
LT
2838
Legacy Trust
Michigan
$453K +$2.75K +18 +0.6%
HIMS
2839
Hager Investment Management Services
New Hampshire
$453K +$479K +3,128 New
FZCM
2840
Flynn Zito Capital Management
New York
$452K +$34.4K +225 +8%
WWA
2841
Wisconsin Wealth Advisors
Wisconsin
$452K +$478K +3,121 New
WF
2842
Whelan Financial
California
$452K +$12.7K +83 +3%
PWM
2843
Palumbo Wealth Management
New York
$451K +$3.52K +23 +0.7%
CJ
2844
Caitlin John
Michigan
$451K -$70.6K -461 -13%
LFGO
2845
Legacy Financial Group (Oklahoma)
Oklahoma
$451K -$7.96K -52 -2%
FNC
2846
First National Corp
Massachusetts
$450K -$24.2K -158 -5%
TIM
2847
Tortoise Investment Management
New York
$449K +$1.07K +7 +0.2%
JAFL
2848
Jay A. Fishman Ltd
Michigan
$449K -$402K -2,625 -46%
RW
2849
RVW Wealth
California
$449K -$26.8K -175 -5%
KWM
2850
Keebeck Wealth Management
Illinois
$449K -$45.3K -296 -9%
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114
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