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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
2401
F/M Investments
District of Columbia
$259K +$209K +5,154 New
FH
2402
FWG Holdings
Florida
$258K +$216K +5,318 New
JLBC
2403
J.L. Bainbridge & Co
Florida
$258K +$208K +5,127 New
PWA
2404
Physician Wealth Advisors
Utah
$258K +$217K +5,342 New
SCA
2405
Southern Capital Advisors
Tennessee
$257K +$208K +5,124 New
WA
2406
Wambolt & Associates
Colorado
$257K +$208K +5,118 New
APA
2407
Astoria Portfolio Advisors
New York
$257K -$51.9K -1,277 -18%
FCFC
2408
First Citizens Financial Corp
Iowa
$256K +$207K +5,100 New
SRC
2409
Sage Rhino Capital
California
$256K -$143K -3,525 -41%
ZF
2410
Zhang Financial
Michigan
$256K -$69.1K -1,701 -25%
LCC
2411
Lincoln Capital Corp
Rhode Island
$255K -$89.4K -2,200 -30%
MPW
2412
Monterey Private Wealth
California
$255K +$206K +5,074 New
VAS
2413
Vestmark Advisory Solutions
Massachusetts
$255K +$206K +5,074 New
AIA
2414
Angeles Investment Advisors
California
$255K +$206K +5,067 New
SRC
2415
Stone Run Capital
New York
$254K +$205K +5,056 New
HC
2416
Hendley & Co
Ohio
$254K +$205K +5,050 New
NQWM
2417
Northwest Quadrant Wealth Management
Oregon
$254K +$205K +5,050 New
SAM
2418
Synergy Asset Management
Washington
$254K -$48.7K -1,200 -19%
MGAM
2419
McGowan Group Asset Management
Texas
$254K -$46.4K -1,141 -18%
DAM
2420
Doheny Asset Management
California
$253K +$205K +5,040 New
JSW
2421
Journey Strategic Wealth
New Jersey
$253K +$204K +5,033 New
SIM
2422
SSI Investment Management
California
$253K +$204K +5,030 New
TA
2423
TrueWealth Advisors
Alabama
$252K +$204K +5,019 New
WPA
2424
West Paces Advisors
Georgia
$252K -$22.4K -551 -10%
TIM
2425
Tevis Investment Management
Texas
$252K +$203K +5,009 New
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