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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2701
Fourpath Capital Management
Oklahoma
$234K +$19.5K +176 +8%
MHWM
2702
Montz Harcus Wealth Management
Louisiana
$234K +$74.9K +675 +37%
TFA
2703
Triad Financial Advisors
North Carolina
$233K -$30K -270 -10%
GF
2704
Gries Financial
Ohio
$233K +$16K +144 +6%
SNBOSD
2705
Security National Bank of So Dak
Iowa
$232K -$111K -1,000 -29%
BWP
2706
Bernardo Wealth Planning
Pennsylvania
$232K +$5.55K +50 +2%
JWM
2707
JGP Wealth Management
Oregon
$232K +$7.66K +69 +3%
1IA
2708
1834 Investment Advisors
Wisconsin
$232K +$123K +1,107 +82%
SEP
2709
Southland Equity Partners
Missouri
$231K -$71.6K -645 -21%
AP
2710
Atwood & Palmer
Missouri
$231K -$48.9K -441 -15%
PFP
2711
Paragon Financial Partners
California
$231K – – –
MWM
2712
Maltin Wealth Management
New Jersey
$231K +$32.7K +295 +14%
TFCP
2713
Twin Focus Capital Partners
Massachusetts
$231K +$75K +676 +38%
WWMSC
2714
Wagner Wealth Management (South Carolina)
South Carolina
$229K -$1.33K -12 -0.5%
HAS
2715
Holland Advisory Services
Florida
$229K – – –
SWM
2716
Selective Wealth Management
Virginia
$229K +$1.78K +16 +0.7%
CFA
2717
Compass Financial Advisors
Indiana
$228K -$146K -1,314 -35%
TCWM
2718
Total Clarity Wealth Management
Illinois
$228K -$14.2K -128 -5%
RIG
2719
Renaissance Investment Group
Massachusetts
$228K – – –
OAM
2720
Occidental Asset Management
California
$228K +$39.8K +359 +17%
MRI
2721
Mad River Investors
Massachusetts
$227K – – –
OIM
2722
Opus Investment Management
Massachusetts
$227K – – –
RDFA
2723
Ritter Daniher Financial Advisory
Ohio
$227K +$29K +261 +12%
PBF
2724
Petix & Botte Financial
California
$226K -$265K -2,391 -50%
JHP
2725
James Hambro & Partners
United Kingdom
$226K -$66.6K -600 -20%
107 108
109
110 111