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Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
3901
Holos Integrated Wealth
Pennsylvania
$163K – – –
SRCM
3902
Signature Resources Capital Management
California
$163K -$3.9K -12 -3%
ACA
3903
American Capital Advisory
Idaho
$161K +$17.2K +53 +13%
RWS
3904
Retirement Wealth Solutions
Wisconsin
$160K -$2.6K -8 -2%
GIM
3905
Gold Investment Management
Alberta, Canada
$159K – – –
EP
3906
Essential Partners
California
$158K +$132K +405 +964%
TCM
3907
Timbuktu Capital Management
Massachusetts
$152K +$140K +431 New
DF
3908
DecisionPoint Financial
Arizona
$151K +$651 +2 +0.5%
BCPWM
3909
Bradley & Co Private Wealth Management
Florida
$148K – – –
PG
3910
Proffitt & Goodson
Tennessee
$145K +$12.7K +39 +10%
DWM
3911
Dogwood Wealth Management
Kansas
$145K -$318K -976 -70%
GA
3912
GoalVest Advisory
New York
$145K -$79.1K -243 -37%
CWM
3913
Consultiva Wealth Management
Puerto Rico
$145K – – –
MAM
3914
Marquette Asset Management
Minnesota
$145K +$45.5K +140 +52%
MR
3915
Munich Reinsurance
$144K -$160K -492 -55%
TWD
3916
True Wealth Design
Ohio
$143K +$55.3K +170 +72%
BC
3917
Burnham & Co
Michigan
$141K +$130K +400 New
OAJ
3918
Ogorek Anthony Joseph
New York
$140K +$16.3K +50 +14%
KFG
3919
Kingdom Financial Group
Arizona
$139K -$976 -3 -0.8%
SFAM
3920
Sawyer Falduto Asset Management
Illinois
$136K – – –
P
3921
Palladiem
Pennsylvania
$136K -$34.5K -106 -22%
BIA
3922
Bell Investment Advisors
California
$136K -$299K -920 -70%
GFA
3923
Godfrey Financial Associates
New York
$132K -$3.9K -12 -3%
RA
3924
Rational Advisors
New York
$130K +$14.6K +45 +14%
VWM
3925
Vermillion Wealth Management
Minnesota
$126K -$9.11K -28 -7%
155 156
157
158 159