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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
3426
Exeter Financial
Arizona
$215K +$213K +624 New
MSCM
3427
McElhenny Sheffield Capital Management
Texas
$215K – – –
ASG
3428
Ariston Services Group
California
$215K – – –
TCM
3429
Tuttle Capital Management
Connecticut
$215K +$219K +641 New
BZWA
3430
Blue Zone Wealth Advisors
California
$214K -$33.8K -99 -14%
B
3431
Birchbrook
Maine
$213K – – –
DCM
3432
Davis Capital Management
Florida
$213K -$4.43K -13 -2%
CTC
3433
Cetera Trust Company
Minnesota
$213K -$44.3K -130 -17%
HP
3434
Holistic Planning
Texas
$213K – – –
HGWM
3435
Horst & Graben Wealth Management
Oregon
$213K +$6.14K +18 +3%
E
3436
ETFidea
New York
$213K -$8.19K -24 -4%
CKAIS
3437
Christensen King & Associates Investment Services
Washington
$213K +$341 +1 +0.2%
WWM
3438
Waterway Wealth Management
Texas
$212K +$210K +617 New
LL
3439
LWMG LLC
Minnesota
$212K +$1.02K +3 +0.5%
CFA
3440
Camarda Financial Advisors
Florida
$212K – – –
BIA
3441
BHK Investment Advisors
Alabama
$212K +$15.3K +45 +8%
IWP
3442
IAG Wealth Partners
Wisconsin
$212K -$16.7K -49 -7%
SC
3443
Swan Capital
Florida
$209K – – –
HG
3444
Harbor Group
New Hampshire
$209K – – –
APIM
3445
Agate Pass Investment Management
Washington
$209K – – –
CPA
3446
Capital Performance Advisors
California
$209K +$7.16K +21 +4%
SHIM
3447
Stone House Investment Management
Pennsylvania
$209K +$682 +2 +0.3%
EFG
3448
Embree Financial Group
Illinois
$208K +$341 +1 +0.2%
IPW
3449
IronBridge Private Wealth
Texas
$208K +$1.02K +3 +0.5%
BTWM
3450
Brass Tax Wealth Management
Ohio
$208K +$24.6K +72 +14%
136 137
138
139 140