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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3176
Sagewood Asset Management
New York
$539K +$70.4K +386 +17%
AT
3177
Adelphi Trust
Florida
$538K -$38.3K -210 -7%
UFF
3178
USA Financial Formulas
Michigan
$538K +$474K +2,598 New
CWA
3179
Canvas Wealth Advisors
Kansas
$537K +$15.5K +85 +3%
TB
3180
Terril Brothers
Missouri
$537K – – –
BGAI
3181
Bruce G. Allen Investments
Colorado
$536K -$39.2K -215 -8%
NG
3182
NWK Group
California
$535K – – –
APM
3183
a16z Perennial Management
California
$533K – – –
BW
3184
Basepoint Wealth
Iowa
$533K +$4.19K +23 +0.9%
AWMG
3185
Alliance Wealth Management Group
New Jersey
$533K +$13.9K +76 +3%
MHB
3186
Midwest Heritage Bank
Iowa
$532K – – –
TIM
3187
Total Investment Management
Arizona
$532K +$16K +88 +4%
KF
3188
Ketron Financial
California
$531K +$34.8K +191 +8%
WWM
3189
Walser Wealth Management
Florida
$530K +$225K +1,232 +93%
SMCM
3190
Sky-Mountain Capital Management
Idaho
$529K – – –
MC
3191
Matisse Capital
Oregon
$529K -$547 -3 -0.1%
DI
3192
Decision Investments
California
$526K +$1.09K +6 +0.2%
RFW
3193
Redwood Family Wealth
Texas
$525K -$126K -689 -21%
SRWM
3194
Shira Ridge Wealth Management
California
$525K -$36.8K -202 -7%
JCM
3195
J2 Capital Management
Michigan
$525K +$463K +2,537 New
FWA
3196
FORM Wealth Advisors
Wisconsin
$524K -$10.4K -57 -2%
HI
3197
Hoey Investments
Pennsylvania
$522K +$76.2K +418 +20%
BWM
3198
BCGM Wealth Management
Indiana
$522K -$10.6K -58 -2%
5NPW
3199
55 North Private Wealth
Florida
$522K -$220K -1,204 -32%
SFB
3200
STAR Financial Bank
Indiana
$521K -$12K -66 -3%
126 127
128
129 130