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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2901
Peninsula Wealth
California
$212K +$181K +1,731 New
BBPWM
2902
Blue Bell Private Wealth Management
Pennsylvania
$211K -$12.6K -121 -7%
C1AG
2903
Client 1st Advisory Group
Florida
$211K +$180K +1,728 New
PWMA
2904
Pension & Wealth Management Advisors
Massachusetts
$211K +$7.94K +76 +5%
CFA
2905
Cahill Financial Advisors
Minnesota
$211K +$180K +1,723 New
CIS
2906
Capital International Sarl
California
$211K +$180K +1,721 New
VCG
2907
Vantage Consulting Group
Virginia
$211K +$180K +1,721 New
SB
2908
Sunflower Bank
Texas
$211K +$180K +1,721 New
WG
2909
Watchman Group
Texas
$210K +$179K +1,718 New
WPWM
2910
Western Pacific Wealth Management
Illinois
$210K +$209 +2 +0.1%
BWA
2911
Bordeaux Wealth Advisors
California
$210K +$179K +1,714 New
WA
2912
Wambolt & Associates
Colorado
$210K +$180K +1,726 New
HWA
2913
HHM Wealth Advisors
Tennessee
$210K +$3.34K +32 +2%
BWA
2914
BlueSky Wealth Advisors
North Carolina
$209K +$178K +1,708 New
AFG
2915
ABLE Financial Group
Arizona
$209K +$178K +1,708 New
KCM
2916
Kaye Capital Management
California
$209K +$178K +1,706 New
BWA
2917
Blodgett Wealth Advisors
California
$208K +$178K +1,703 New
GCIA
2918
Gabelli & Co Investment Advisers
New York
$208K +$178K +1,700 New
IFPL
2919
Investments & Financial Planning LLC
Kentucky
$207K +$177K +1,691 New
FPGK
2920
Financial Partners Group (Kansas)
Kansas
$207K +$176K +1,688 New
MIM
2921
Macroview Investment Management
Maryland
$206K +$3.13K +30 +2%
MM
2922
Meridian Management
Arkansas
$206K +$176K +1,686 New
WF
2923
Whelan Financial
California
$206K +$176K +1,686 New
HIA
2924
HTG Investment Advisors
Connecticut
$206K +$176K +1,684 New
SRC
2925
Sage Rhino Capital
California
$206K +$176K +1,682 New
115 116
117
118 119