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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3001
Navigoe Wealth Management
California
$45K – – –
HI
3002
Hoey Investments
Pennsylvania
$44.9K – – –
JGCM
3003
Joseph Group Capital Management
Ohio
$44K +$42.6K +387 New
HHMI
3004
Howard Hughes Medical Institute
Maryland
$43.8K -$220 -2 -0.5%
RPA
3005
Redwood Park Advisors
California
$42.8K – – –
SR
3006
Syntax Research
Florida
$41.7K -$12.2K -111 -23%
DWM
3007
Dogwood Wealth Management
Kansas
$41.2K +$9.14K +83 +30%
KFP
3008
Kerr Financial Planning
California
$41K +$33K +300 +337%
WBWA
3009
William B. Walkup & Associates
South Carolina
$40.4K +$3.85K +35 +11%
GCM
3010
Gunpowder Capital Management
Maryland
$40.2K +$38.9K +353 New
MCA
3011
McGuire Capital Advisors
Oklahoma
$39.8K +$38.5K +350 New
CMA
3012
Cedar Mountain Advisors
Oregon
$39K -$2.97K -27 -7%
FW
3013
Fairway Wealth
Ohio
$38.2K +$1.1K +10 +3%
LIA
3014
Luken Investment Analytics
Tennessee
$38.1K – – –
EBA
3015
Eagle Bay Advisors
New York
$37.5K +$36K +327 New
CWM
3016
Copia Wealth Management
Oregon
$36.2K -$1.21K -11 -3%
CFG
3017
CKW Financial Group
Hawaii
$36K – – –
BW
3018
Basepoint Wealth
Iowa
$35.8K +$34.6K +314 New
SAM
3019
Sherman Asset Management
California
$35K -$94.8K -861 -74%
GIM
3020
Gold Investment Management
Alberta, Canada
$35K – – –
HAP
3021
Harbor Asset Planning
Massachusetts
$34.3K – – –
ACM
3022
Anfield Capital Management
California
$34.2K +$5.51K +50 +20%
CIM
3023
Contravisory Investment Management
Massachusetts
$34.1K – – –
WA
3024
WPG Advisers
Maryland
$32.9K -$36.3K -330 -53%
SFS
3025
Sunrise Financial Services
Washington
$32.3K +$31.3K +284 New
119 120
121
122 123