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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3526
RMG Wealth Management
Wisconsin
$215K – – –
WAOI
3527
Wealth Advisors of Iowa
Iowa
$215K +$215K +1,386 New
CWM
3528
Circle Wealth Management
New Jersey
$215K -$44.4K -287 -17%
RWI
3529
Red Wave Investments
Pennsylvania
$215K +$214K +1,385 New
AA
3530
Alpha Advisors
Virginia
$215K +$214K +1,381 New
WA
3531
Waterford Advisors
New York
$214K +$214K +1,379 New
LGA
3532
Lebenthal Global Advisors
New York
$214K +$214K +1,379 New
BMCM
3533
Burns Matteson Capital Management
New York
$214K -$7.28K -47 -3%
PM
3534
Penbrook Management
New York
$214K +$213K +1,377 New
TCM
3535
TABR Capital Management
California
$214K +$212K +1,368 New
WH
3536
Whitcomb & Hess
Ohio
$213K +$213K +1,373 New
EWA
3537
Evolution Wealth Advisors
Florida
$213K -$23.2K -150 -10%
AWA
3538
Alta Wealth Advisors
Massachusetts
$212K +$211K +1,365 New
QL
3539
Quarry LP
New York
$212K +$185K +1,194 +702%
DIS
3540
Diversified Investment Strategies
Louisiana
$211K -$20.9K -135 -9%
CWA
3541
Crux Wealth Advisors
California
$211K +$210K +1,356 New
ELM
3542
Elite Life Management
Florida
$211K +$214K +1,384 New
HPIA
3543
Hamilton Point Investment Advisors
North Carolina
$210K -$14.1K -91 -6%
TLCM
3544
Twin Lakes Capital Management
California
$210K +$155 +1 +0.1%
AC
3545
AWM Capital
Arizona
$210K +$209K +1,351 New
MQWP
3546
Morey & Quinn Wealth Partners
Nebraska
$210K +$209K +1,351 New
AI
3547
AXS Investments
New York
$210K +$209K +1,350 New
CCM
3548
Check Capital Management
California
$210K +$209K +1,350 New
MWM
3549
Meritas Wealth Management
California
$209K +$209K +1,349 New
CCA
3550
Cypress Capital Advisors
Tennessee
$209K +$208K +1,346 New
140 141
142
143 144