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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
3751
Argus Investors Counsel
New York
$237K – – –
CWA
3752
CM Wealth Advisors
Ohio
$237K – – –
CPWM
3753
Cypress Point Wealth Management
Texas
$237K +$262K +720 New
LFP
3754
Leeward Financial Partners
Washington
$237K +$364 +1 +0.1%
AP
3755
Arlington Partners
Alabama
$236K +$262K +719 New
EFL
3756
ERn Financial LLC
Wisconsin
$236K +$3.64K +10 +1%
MAM
3757
MMA Asset Management
Pennsylvania
$236K -$6.2K -17 -2%
SWMP
3758
Signature Wealth Management Partners
New Jersey
$236K – – –
RW
3759
RVW Wealth
California
$236K – – –
RA
3760
Range Advisory
Virginia
$236K -$12.4K -34 -5%
AFO
3761
Arrowroot Family Office
California
$235K -$40.8K -112 -14%
WTFG
3762
Wood Tarver Financial Group
Idaho
$235K +$364 +1 +0.1%
PP
3763
Postrock Partners
Oregon
$234K – – –
RWM
3764
RMG Wealth Management
Wisconsin
$234K -$19.7K -54 -7%
DF
3765
Daviman Financial
Indiana
$234K +$19.7K +54 +8%
JAA
3766
Joel Adams & Associates
North Carolina
$234K – – –
CA
3767
Cortland Associates
Missouri
$234K +$364 +1 +0.1%
FI
3768
FWG Investments
Kentucky
$234K +$27K +74 +12%
MWM
3769
Maridea Wealth Management
New York
$234K +$33.9K +93 +15%
FSBI
3770
Fearless Solutions (Best Invest)
Texas
$233K -$27.7K -76 -10%
EMC
3771
Everest Management Corp
California
$233K +$258K +709 New
PCMC
3772
Paragon Capital Management (Colorado)
Colorado
$233K -$13.8K -38 -5%
IWS
3773
Intentional Wealth Strategies
Colorado
$233K +$258K +708 New
AAS
3774
Asset Allocation Strategies
Michigan
$233K +$31.7K +87 +14%
HGWM
3775
Horst & Graben Wealth Management
Oregon
$232K +$4.74K +13 +2%
149 150
151
152 153