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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3726
Paragon Advisors
Texas
$250K – – –
IPW
3727
IronBridge Private Wealth
Texas
$250K +$1.18K +3 +0.5%
FFG
3728
First Financial Group
North Carolina
$250K -$8.65K -22 -3%
PAG
3729
Paladin Advisory Group
Iowa
$250K -$95.9K -244 -28%
PFM
3730
Patton Fund Management
Texas
$249K – – –
EMC
3731
Everest Management Corp
California
$249K +$12.2K +31 +5%
SWP
3732
Semus Wealth Partners
Florida
$249K -$26.7K -68 -10%
NPFS
3733
Novak & Powell Financial Services
Florida
$248K – – –
CWM
3734
Centric Wealth Management
Illinois
$248K -$163K -415 -39%
ACM
3735
Aspen Capital Management
Idaho
$247K -$11K -28 -4%
AWA
3736
AmeriServ Wealth Advisors
Pennsylvania
$246K -$2.75K -7 -1%
LWM
3737
Luminvest Wealth Management
Arizona
$246K +$239K +607 New
DC
3738
Dahring Cusmano
Michigan
$246K -$5.11K -13 -2%
APIM
3739
Agate Pass Investment Management
Washington
$246K – – –
GRA
3740
Golden Road Advisors
Florida
$246K +$238K +606 New
CCA
3741
Cadent Capital Advisors
Oklahoma
$246K +$238K +606 New
CFA
3742
Camarda Financial Advisors
Florida
$245K +$14.9K +38 +7%
LFA
3743
Level Financial Advisors
New York
$243K +$393 +1 +0.2%
THL
3744
Tillman Hartley LLC
Colorado
$243K -$33K -84 -12%
AFO
3745
Arrowroot Family Office
California
$243K -$86.1K -219 -27%
DCM
3746
Davis Capital Management
Florida
$243K +$236K +599 New
FFP
3747
Freedom Financial Partners
Minnesota
$242K +$235K +598 New
LIA
3748
Limestone Investment Advisors
New York
$242K +$235K +598 New
ACA
3749
Ackerman Capital Advisors
Texas
$242K – – –
XC
3750
XY Capital
Hong Kong
$242K +$235K +597 New
148 149
150
151 152