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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3076
Purus Wealth Management
California
$473K -$250K -769 -36%
FFG
3077
Forum Finance Group
$472K +$130K +401 +32%
HWM
3078
HFR Wealth Management
New York
$472K – – –
KWM
3079
Kaydan Wealth Management
Michigan
$470K -$6.18K -19 -1%
OC
3080
Optima Capital
Oregon
$469K +$3.58K +11 +0.8%
WA1
3081
Wimmer Associates 1
California
$469K -$55.3K -170 -11%
TA
3082
Tectonic Advisors
Texas
$468K +$5.21K +16 +1%
MFP
3083
Meridian Financial Partners
Virginia
$468K -$103K -316 -19%
NPT
3084
National Philanthropic Trust
Pennsylvania
$468K +$128K +394 +42%
KG
3085
Kilter Group
New York
$468K -$14K -43 -3%
OLA
3086
Oliver Luxxe Assets
New Jersey
$467K -$80.4K -247 -16%
FWSM
3087
First Wilshire Securities Management
California
$467K – – –
LWM
3088
LeConte Wealth Management
Tennessee
$467K -$43.9K -135 -9%
CCM
3089
Chickasaw Capital Management
Tennessee
$466K +$81.3K +250 +23%
RFN
3090
RDA Financial Network
Iowa
$466K -$1.38M -4,250 -76%
BFA
3091
Brown Financial Advisors
Ohio
$466K +$44.9K +138 +12%
SCM
3092
Saxony Capital Management
Missouri
$466K +$16.6K +51 +4%
LGA
3093
Lebenthal Global Advisors
New York
$466K -$27.3K -84 -6%
AW
3094
Ankerstar Wealth
Texas
$465K +$26.7K +82 +7%
TA
3095
Townsend & Associates
Colorado
$464K -$5.53K -17 -1%
AWA
3096
AGH Wealth Advisors
Kansas
$464K +$11.1K +34 +3%
TA
3097
TPG Advisors
Illinois
$464K +$44.2K +136 +12%
BW
3098
Basepoint Wealth
Iowa
$463K +$2.93K +9 +0.7%
BAM
3099
BCV Asset Management
$463K +$156K +478 +57%
VST
3100
Van Strum & Towne
California
$463K +$19.2K +59 +5%
122 123
124
125 126