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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3376
Grange Capital
Oregon
$362K +$366 +1 +0.1%
FHWM
3377
Fox Hill Wealth Management
Massachusetts
$361K -$41.4K -113 -10%
FPGK
3378
Financial Partners Group (Kansas)
Kansas
$361K -$5.49K -15 -2%
LI
3379
LVZ Inc
Michigan
$361K – – –
PDM
3380
Penn Davis McFarland
Texas
$361K – – –
TWA
3381
Tandem Wealth Advisors
Arizona
$360K +$75.8K +207 +25%
GWM
3382
Gilpin Wealth Management
Colorado
$360K +$383K +1,047 New
KOC
3383
Koss-Olinger Consulting
Florida
$360K -$21.2K -58 -5%
DBIA
3384
Dumont & Blake Investment Advisors
New Jersey
$360K -$18.3K -50 -5%
PPA
3385
Pacific Point Advisors
California
$359K +$23.4K +64 +7%
WW
3386
Westshore Wealth
California
$359K -$16.5K -45 -4%
BFS
3387
Beacon Financial Strategies
North Carolina
$358K – – –
MWM
3388
Mattern Wealth Management
Kansas
$358K – – –
AWA
3389
Argos Wealth Advisors
California
$358K +$381K +1,039 New
JF
3390
JMN Financial
Ohio
$357K +$379K +1,036 New
TFA
3391
TPG Financial Advisors
Oregon
$356K -$2.56K -7 -0.7%
DJYG
3392
David J. Yvars Group
Florida
$356K +$18.3K +50 +5%
PCMK
3393
Paragon Capital Management (Kansas)
Kansas
$356K +$33.7K +92 +10%
CWA
3394
Consilio Wealth Advisors
Washington
$356K -$57.5K -157 -13%
RFG
3395
REAP Financial Group
Texas
$356K +$41.4K +113 +12%
PAM
3396
Peak Asset Management
Colorado
$355K – – –
MP
3397
Moment Partners
California
$355K – – –
OC
3398
Oakmont Corp
California
$355K – – –
SCM
3399
Seascape Capital Management
New Hampshire
$355K -$13.2K -36 -3%
LTM
3400
Lotus Technology Management
Florida
$355K +$378K +1,031 New
134 135
136
137 138