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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
3626
Alliance Wealth Strategies
Virginia
$275K +$293K +799 New
FC
3627
Fulcrum Capital
Washington
$275K – – –
LHP
3628
Lexington Hill Partners
Texas
$273K +$291K +795 New
FWP
3629
Flatrock Wealth Partners
California
$273K +$291K +794 New
TCM
3630
Tran Capital Management
California
$273K +$8.42K +23 +3%
GPW
3631
Gray Private Wealth
Massachusetts
$272K +$11.4K +31 +4%
WAM
3632
Worth Asset Management
Texas
$272K -$156K -426 -35%
PTC
3633
Philadelphia Trust Company
Pennsylvania
$272K – – –
MIAS
3634
Mason Investment Advisory Services
Virginia
$272K – – –
CFM
3635
Cornerstone Financial Management
Massachusetts
$272K +$289K +790 New
UI
3636
Unconventional Investor
New Hampshire
$272K – – –
SAM
3637
Seelaus Asset Management
New Jersey
$271K – – –
SPWM
3638
Spartan Planning & Wealth Management
North Carolina
$270K -$694K -1,894 -71%
LWIC
3639
Leith Wheeler Investment Counsel
British Columbia, Canada
$270K +$288K +786 New
FH
3640
Financial Harvest
Florida
$270K +$74K +202 +35%
KC
3641
Kinloch Capital
Virginia
$270K -$3.3K -9 -1%
OPWM
3642
Oakwell Private Wealth Management
Texas
$270K +$97.1K +265 +51%
FSBI
3643
Fearless Solutions (Best Invest)
Texas
$270K -$104K -283 -26%
SIA
3644
Strategic Investment Advisors
Michigan
$270K +$31.9K +87 +12%
CPC
3645
CFC Planning Company
Indiana
$270K -$5.13K -14 -2%
1M
3646
1248 Management
Missouri
$270K – – –
MSCM
3647
McElhenny Sheffield Capital Management
Texas
$270K -$9.52K -26 -3%
BDL
3648
Bey-Douglas LLC
Georgia
$269K – – –
SFWC
3649
Strategic Family Wealth Counselors
New Jersey
$269K +$73.3K +200 +39%
UCI
3650
Uncommon Cents Investing
Wisconsin
$269K -$5.13K -14 -2%
144 145
146
147 148