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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2726
Wetzel Investment Advisors
Indiana
$558K +$499K +1,610 New
EDRIA
2727
Edmonds Duncan Registered Investment Advisors
Kansas
$557K – – –
HCMG
2728
Howard Capital Management Group
California
$557K +$40K +129 +9%
KBFS
2729
Kohmann Bosshard Financial Services
Ohio
$553K +$37.5K +121 +8%
SDJVC
2730
St. Denis J. Villere & Co
Louisiana
$552K – – –
SWRP
2731
Summit Wealth & Retirement Planning
California
$552K +$65K +210 +15%
SMWM
2732
Silvia McColl Wealth Management
California
$552K – – –
AFP
2733
Alpha Financial Partners
Kentucky
$552K +$25.7K +83 +6%
SIAG
2734
Safeguard Investment Advisory Group
California
$550K +$4.03K +13 +0.8%
FWM
2735
Finer Wealth Management
Massachusetts
$550K -$32.5K -105 -6%
MWPCG
2736
Measured Wealth Private Client Group
New Hampshire
$550K +$1.55K +5 +0.3%
LOIP
2737
Live Oak Investment Partners
Texas
$549K – – –
QFA
2738
Quantum Financial Advisors
California
$549K -$183K -590 -27%
SOW
2739
State of Wyoming
Wyoming
$548K -$69.1K -223 -12%
WAS
2740
WESPAC Advisors SoCal
California
$547K -$5.01M -16,186 -91%
EFM
2741
E Fund Management
China
$547K +$2.48K +8 +0.5%
HC
2742
Hara Capital
Washington
$546K +$488K +1,575 New
D
2743
Dentgroup
Louisiana
$546K -$1.38M -4,465 -74%
AAM
2744
Austin Asset Management
Texas
$545K -$18.6K -60 -4%
AL
2745
ADE LLC
Maryland
$544K – – –
GWA
2746
GGM Wealth Advisors
Maryland
$544K +$151K +489 +47%
FI
2747
FIDELIS iM
Oregon
$543K -$152K -490 -24%
ERWM
2748
Elk River Wealth Management
Colorado
$543K – – –
SFA
2749
Source Financial Advisors
New York
$541K +$6.5K +21 +1%
CCG
2750
Coastwise Capital Group
California
$541K -$66.6K -215 -12%
108 109
110
111 112