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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3451
Hendley & Co
Ohio
$226K +$216K +590 New
GWSA
3452
Global Wealth Strategies & Associates
Colorado
$226K -$2.92K -8 -1%
SIA
3453
Strategic Investment Advisors
Michigan
$225K +$214K +587 New
EFG
3454
Ehrlich Financial Group
California
$225K +$365 +1 +0.2%
BMM
3455
Berkshire Money Management
Massachusetts
$225K +$214K +586 New
GWM
3456
Glass Wealth Management
Texas
$224K +$214K +585 New
VW
3457
Vance Wealth
California
$224K +$214K +585 New
CPA
3458
Capital Performance Advisors
California
$224K +$214K +585 New
PFA
3459
Petra Financial Advisors
Colorado
$224K +$220K +603 New
DTC
3460
Davidson Trust Company
Washington
$224K – – –
BFW
3461
Brady Family Wealth
Missouri
$223K -$8.4K -23 -4%
NERM
3462
New England Research & Management
Illinois
$223K +$213K +582 New
BBW
3463
Blue Barn Wealth
Utah
$223K +$212K +581 New
SA
3464
SRH Advisors
Kansas
$223K +$40.6K +111 +24%
PCFFS
3465
Pacific Center for Financial Services
California
$222K +$1.83K +5 +0.9%
AWM
3466
Abound Wealth Management
Tennessee
$222K -$14.2K -39 -6%
SCG
3467
Sonata Capital Group
Washington
$222K -$5.12K -14 -2%
TWM
3468
TMD Wealth Management
Arizona
$221K -$7.67K -21 -4%
NJIM
3469
Nabity-Jensen Investment Management
Nebraska
$221K +$25.6K +70 +14%
BA
3470
Ballew Advisors
Mississippi
$221K -$3.65K -10 -2%
PWM
3471
Prosperity Wealth Management
California
$220K +$209K +572 New
RPA
3472
Rock Point Advisors
Vermont
$219K +$209K +572 New
QWM
3473
Quaker Wealth Management
New Jersey
$219K +$209K +571 New
HKIMG
3474
Hutchens & Kramer Investment Management Group
Indiana
$219K +$217K +595 New
BIA
3475
BHK Investment Advisors
Alabama
$219K +$208K +570 New
137 138
139
140 141