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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2976
Northwest Wealth Management
Iowa
$306K -$361K -2,387 -54%
SFA
2977
Source Financial Advisors
New York
$305K -$27.4K -181 -8%
LAM
2978
Lewis Asset Management
California
$305K +$309K +2,046 New
NCM
2979
Northwest Capital Management
Oregon
$304K +$4.39K +29 +1%
UL
2980
Unionview LLC
Washington
$304K -$10.7K -71 -3%
SCG
2981
Sonata Capital Group
Washington
$302K -$15.1K -100 -5%
EBA
2982
Eagle Bay Advisors
New York
$302K -$126K -830 -29%
TCOTS
2983
Trust Company of the South
North Carolina
$301K +$306K +2,022 New
GWA
2984
Gratus Wealth Advisors
Virginia
$301K +$305K +2,019 New
TPW
2985
Transatlantique Private Wealth
New York
$301K – – –
BP
2986
Broadleaf Partners
Ohio
$301K – – –
AFWM
2987
Abich Financial Wealth Management
Virginia
$300K +$304K +2,013 New
B
2988
Bellecapital
Switzerland
$300K +$304K +2,013 New
IWA
2989
IVC Wealth Advisors
Pennsylvania
$300K -$83.9K -555 -22%
CA
2990
Claris Advisors
Missouri
$300K – – –
NWM
2991
Northcape Wealth Management
New York
$300K +$37.8K +250 +14%
SAW
2992
Signal Advisors Wealth
Michigan
$300K +$304K +2,010 New
KFSC
2993
Keystone Financial Services (Colorado)
Colorado
$299K +$8.47K +56 +3%
PIMG
2994
Patriot Investment Management Group
Tennessee
$299K – – –
UAML
2995
US Asset Management LLC
Pennsylvania
$299K +$303K +2,006 New
SNBOSD
2996
Security National Bank of So Dak
Iowa
$299K – – –
QOP
2997
Quinn Opportunity Partners
Virginia
$298K -$259K -1,710 -46%
BWM
2998
BigSur Wealth Management
Florida
$298K – – –
SC
2999
Slow Capital
California
$298K – – –
CCI
3000
Credit Capital Investments
New Jersey
$298K +$302K +2,000 New
118 119
120
121 122