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Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
3051
Thrive Capital Management (Pennsylvania)
Pennsylvania
$304K -$109K -720 -27%
SAM
3052
Sequent Asset Management
Texas
$303K +$49.2K +326 +21%
DA
3053
Dash Acquisitions
California
$303K +$905 +6 +0.3%
CFS
3054
CGC Financial Services
Oregon
$302K -$25.4K -168 -8%
SNBOSD
3055
Security National Bank of So Dak
Iowa
$301K -$14.8K -98 -5%
TF
3056
Theory Financial
Colorado
$300K – – –
BCM
3057
Beddow Capital Management
Wyoming
$300K +$13.6K +90 +5%
IWP
3058
Innova Wealth Partners
Pennsylvania
$300K – – –
KA
3059
Kooman & Associates
Pennsylvania
$299K +$49.8K +330 +21%
BBWP
3060
Beacon Bridge Wealth Partners
Pennsylvania
$299K -$92.4K -612 -24%
MAM
3061
McLean Asset Management
Virginia
$298K +$1.81K +12 +0.7%
NEWAS
3062
N.E.W. Advisory Services
Wisconsin
$298K +$9.81K +65 +4%
PFA
3063
Pathway Financial Advisors
Vermont
$298K +$25.1K +166 +10%
OCM
3064
Osterweis Capital Management
California
$298K – – –
HWMC
3065
Heritage Wealth Management (California)
California
$298K -$1.36K -9 -0.5%
ACM
3066
Armbruster Capital Management
New York
$298K – – –
ZIMP
3067
Zimmermann Investment Management & Planning
Pennsylvania
$297K -$108K -713 -27%
TSW
3068
Three Seasons Wealth
Utah
$297K – – –
BPCA
3069
Bank Pictet & Cie (Asia)
Singapore
$297K -$51.3K -340 -15%
CKAIS
3070
Christensen King & Associates Investment Services
Washington
$297K -$1.66K -11 -0.6%
FPTW
3071
Franklin, Parlapiano, Turner & Welch
Texas
$297K – – –
FP
3072
Fiduciary Planning
Florida
$296K – – –
VBWMG
3073
Von Berge Wealth Management Group
California
$296K – – –
TB
3074
Terril Brothers
Missouri
$296K – – –
AIA
3075
Affinity Investment Advisors
California
$296K – – –
121 122
123
124 125