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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMC
3351
Squire Investment Management Company
Utah
$239K -$8.74K -62 -4%
FPWM
3352
FSB Premier Wealth Management
Iowa
$239K -$1.55K -11 -0.7%
PWM
3353
Parkworth Wealth Management
California
$239K +$2.96K +21 +1%
BCP
3354
Blue Chip Partners
Michigan
$238K +$8.46K +60 +4%
WLIM
3355
White Lighthouse Investment Management
Massachusetts
$238K +$6.49K +46 +3%
WFA
3356
Websterrogers Financial Advisors
South Carolina
$237K +$4.09K +29 +2%
SHWM
3357
Smith & Howard Wealth Management
Georgia
$237K – – –
HCM
3358
Harvey Capital Management
Florida
$237K – – –
HA
3359
Hofer & Associates
California
$236K -$27.1K -192 -10%
RWM
3360
Rialto Wealth Management
New York
$236K -$101K -716 -30%
GF
3361
GGM Financials
Ohio
$236K +$232K +1,646 New
AIA
3362
Alternative Investment Advisors
Florida
$236K +$1.27K +9 +0.6%
KBFS
3363
Kohmann Bosshard Financial Services
Ohio
$235K +$11.3K +80 +5%
HHRDM
3364
H&H Retirement Design & Management
Nevada
$235K -$705 -5 -0.3%
RLWM
3365
RF&L Wealth Management
Massachusetts
$235K -$12K -85 -5%
EWM
3366
Endowment Wealth Management
Wisconsin
$235K -$1.83K -13 -0.8%
MPIA
3367
Milestones Private Investment Advisors
New York
$234K +$231K +1,637 New
EC
3368
EntryPoint Capital
New York
$234K +$230K +1,635 New
HWM
3369
Hemington Wealth Management
Virginia
$234K -$22.8K -162 -9%
WCM
3370
WealthBridge Capital Management
Ohio
$234K -$3.67K -26 -2%
VFG
3371
V2 Financial group
Illinois
$233K +$59.9K +425 +35%
SNBOSD
3372
Security National Bank of So Dak
Iowa
$232K -$121K -861 -35%
KFA
3373
Kelleher Financial Advisors
New York
$232K +$56.4K +400 +33%
GCP
3374
Gill Capital Partners
Colorado
$232K – – –
LAS
3375
Lloyd Advisory Services
Georgia
$231K +$9.02K +64 +4%
133 134
135
136 137