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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3301
Ruggaard & Associates
Ohio
$414K – – –
PCM
3302
Poehling Capital Management
Wisconsin
$414K – – –
AIM
3303
AHL Investment Management
Florida
$414K -$36.6K -93 -8%
CAM
3304
Concorde Asset Management
Michigan
$414K +$411K +1,044 New
PWA
3305
Provenance Wealth Advisors
Florida
$412K – – –
RFW
3306
Rainier Family Wealth
Washington
$412K -$21.6K -55 -5%
BCM
3307
Brooktree Capital Management
Michigan
$411K – – –
PMWMG
3308
Parr McKnight Wealth Management Group
Minnesota
$411K +$786 +2 +0.2%
SWM
3309
Seed Wealth Management
Illinois
$410K -$480K -1,221 -55%
MSR
3310
Main Street Research
Connecticut
$410K – – –
PWM
3311
Palacios Wealth Management
Florida
$410K – – –
RF
3312
Rossby Financial
Florida
$409K +$14.5K +37 +4%
AAM
3313
Augustine Asset Management
Florida
$408K +$12.6K +32 +3%
SEA
3314
Stegent Equity Advisors
Texas
$408K +$10.2K +26 +3%
IRP
3315
Investment Research Partners
Pennsylvania
$407K +$423K +1,077 New
SRA
3316
Secured Retirement Advisors
Minnesota
$407K +$125K +319 +47%
MAM
3317
Mainsail Asset Management
Alabama
$407K +$395K +1,004 New
SAM
3318
Strive Asset Management
Ohio
$407K -$27.9K -71 -7%
NPA
3319
Nichols & Pratt Advisers
Massachusetts
$405K -$93.2K -237 -19%
NHFG
3320
New Harbor Financial Group
Massachusetts
$405K – – –
WPI
3321
Walter Public Investments
Canada
$405K – – –
KOC
3322
Koss-Olinger Consulting
Florida
$405K – – –
DBG
3323
De Burlo Group
Massachusetts
$405K -$212K -540 -35%
SHFA
3324
SS&H Financial Advisors
Michigan
$403K – – –
SLWA
3325
San Luis Wealth Advisors
California
$403K +$391K +994 New
131 132
133
134 135