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Name Holding Trade Value Shares
Change 		Change in
Stake
COFSG
3501
Carbahal Olsen Financial Services Group
California
$263K – – –
HPC
3502
Hobart Private Capital
North Carolina
$262K +$21.5K +141 +9%
CIM
3503
Chapman Investment Management
California
$262K – – –
LAM
3504
Lakewood Asset Management
Illinois
$262K +$152 +1 +0.1%
LWM
3505
Lifetime Wealth Management
Texas
$262K +$262K +1,720 New
PWS
3506
Peloton Wealth Strategists
Indiana
$262K +$45.7K +300 +21%
NEWAS
3507
N.E.W. Advisory Services
Wisconsin
$262K -$80K -525 -23%
LGG
3508
Luts & Greenleigh Group
Maryland
$260K +$609 +4 +0.2%
Q1WB
3509
Quest 10 Wealth Builders
Virginia
$260K +$40.8K +268 +19%
FWSM
3510
First Wilshire Securities Management
California
$260K – – –
AWP
3511
Abacus Wealth Partners
California
$260K -$9.44K -62 -4%
TW
3512
ticino wealth
California
$259K +$259K +1,701 New
LC
3513
Lincoln Capital
Nebraska
$259K – – –
ETS
3514
ESL Trust Services
New York
$259K -$2.29K -15 -0.9%
TIP
3515
Tandem Investment Partners
New Jersey
$259K -$44.2K -290 -15%
HWMC
3516
Heritage Wealth Management (California)
California
$259K +$6.55K +43 +3%
BCIM
3517
Bishop & Co Investment Management
Pennsylvania
$259K – – –
CAM
3518
CenterStar Asset Management
Illinois
$259K +$10.1K +66 +4%
BP
3519
Broadleaf Partners
Ohio
$258K +$9.14K +60 +4%
SL
3520
StoryOne LLC
Kansas
$258K – – –
OPWM
3521
Oakwell Private Wealth Management
Texas
$258K -$159K -1,047 -38%
IIM
3522
InTrack Investment Management
Vermont
$258K +$10.1K +66 +4%
PWMG
3523
Prestige Wealth Management Group
New Jersey
$257K +$16.3K +107 +7%
AFT
3524
Alpha Family Trust
California
$257K – – –
SOAG
3525
Silver Oak Advisory Group
Oregon
$256K – – –
139 140
141
142 143