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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3176
Benchmark Wealth Management
Connecticut
$218K +$200K +525 New
NCM
3177
Neumann Capital Management
California
$218K +$200K +525 New
NWM
3178
NEIRG Wealth Management
Massachusetts
$217K +$199K +522 New
CCA
3179
Cottonwood Capital Advisors
Utah
$217K +$199K +523 New
PFA
3180
Professional Financial Advisors
Nebraska
$216K – – –
WLPWM
3181
Walled Lake Planning & Wealth Management
Illinois
$216K +$381 +1 +0.2%
4WM
3182
4J Wealth Management
Virginia
$216K +$198K +521 New
PWC
3183
PYA Waltman Capital
Tennessee
$215K +$197K +517 New
WCP
3184
Welch Capital Partners
New York
$215K +$197K +517 New
RCAMU
3185
Rothschild & Co Asset Management US
Connecticut
$215K +$197K +518 New
STC
3186
Sarah T. Connolly
$215K +$198K +519 New
EPA
3187
Element Pointe Advisors
Florida
$214K +$196K +516 New
PS
3188
Portfolio Strategies
New York
$214K +$196K +516 New
MAM
3189
Magellan Asset Management
Australia
$213K -$372K -977 -66%
MAG
3190
Mokosak Advisory Group
Iowa
$213K +$195K +512 New
DPI
3191
Diversified Portfolios Inc
Michigan
$213K +$195K +513 New
HFS
3192
Howard Financial Services
Texas
$213K +$195K +513 New
LWP
3193
Legacy Wealth Planning
Nevada
$212K -$139K -364 -42%
OBGC
3194
O'Brien Greene & Co
Pennsylvania
$211K +$193K +508 New
BDFN
3195
Bond & Devick Financial Network
Minnesota
$211K +$194K +509 New
MAM
3196
Marotta Asset Management
Virginia
$210K +$193K +507 New
CIA
3197
Compass Ion Advisors
Pennsylvania
$209K +$191K +503 New
MRWM
3198
ML&R Wealth Management
Texas
$209K +$192K +504 New
PWM
3199
Pacific Wealth Management
California
$208K +$190K +500 New
LHEI
3200
Leo H. Evart Inc
California
$207K +$190K +498 New
126 127
128
129 130