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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3551
Neumann Capital Management
California
$216K +$195K +534 New
VIM
3552
Vista Investment Management
Pennsylvania
$216K +$194K +533 New
BCM
3553
Blume Capital Management
California
$216K +$29.9K +82 +18%
JEST
3554
JTC Employer Solutions Trustee
Jersey
$215K – – –
PIWA
3555
Prevail Innovative Wealth Advisors
Kansas
$215K +$193K +530 New
MAG
3556
Mokosak Advisory Group
Iowa
$214K +$193K +528 New
WF
3557
Whelan Financial
California
$214K +$193K +529 New
LC
3558
Landaas & Company
Wisconsin
$214K +$192K +526 New
LIA
3559
Lynx Investment Advisory
District of Columbia
$214K +$31K +85 +19%
FEG
3560
Financial Enhancement Group
Indiana
$213K -$10.9K -30 -4%
AFA
3561
Atlas Financial Advisors
California
$213K +$192K +526 New
MAG
3562
Mayfair Advisory Group
Alabama
$213K +$190K +521 New
TFP
3563
Traction Financial Partners
Wyoming
$211K +$190K +520 New
NWM
3564
Napa Wealth Management
California
$211K +$190K +520 New
GWA
3565
Geometric Wealth Advisors
District of Columbia
$210K +$189K +519 New
SFO
3566
Standard Family Office
South Dakota
$210K – – –
THL
3567
Tillman Hartley LLC
Colorado
$210K +$189K +518 New
VF
3568
Vawter Financial
Ohio
$210K +$189K +518 New
SOW
3569
State of Wyoming
Wyoming
$209K -$23.3K -64 -11%
CWM
3570
Chicago Wealth Management
Illinois
$209K +$188K +515 New
SWM
3571
Seaside Wealth Management
California
$208K +$187K +514 New
MPCA
3572
Madison Park Capital Advisors
Washington
$208K +$187K +514 New
I2I
3573
Insight 2811 Inc
Illinois
$208K +$187K +513 New
TBC
3574
Ted Buchan & Co
California
$207K -$160K -438 -46%
CP
3575
Capital Planning
Washington
$207K +$186K +511 New
141 142
143
144 145