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Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
2401
Analyst IMS Investment Management Services
Israel
$259K +$209K +5,150 New
FMI
2402
F/M Investments
District of Columbia
$259K +$209K +5,154 New
FH
2403
FWG Holdings
Florida
$258K +$216K +5,318 New
JLBC
2404
J.L. Bainbridge & Co
Florida
$258K +$208K +5,127 New
PWA
2405
Physician Wealth Advisors
Utah
$258K +$217K +5,342 New
SCA
2406
Southern Capital Advisors
Tennessee
$257K +$208K +5,124 New
WA
2407
Wambolt & Associates
Colorado
$257K +$208K +5,118 New
APA
2408
Astoria Portfolio Advisors
New York
$257K -$51.9K -1,277 -18%
FCFC
2409
First Citizens Financial Corp
Iowa
$256K +$207K +5,100 New
SRC
2410
Sage Rhino Capital
California
$256K -$143K -3,525 -41%
ZF
2411
Zhang Financial
Michigan
$256K -$69.1K -1,701 -25%
LCC
2412
Lincoln Capital Corp
Rhode Island
$255K -$89.4K -2,200 -30%
MPW
2413
Monterey Private Wealth
California
$255K +$206K +5,074 New
VAS
2414
Vestmark Advisory Solutions
Massachusetts
$255K +$206K +5,074 New
AIA
2415
Angeles Investment Advisors
California
$255K +$206K +5,067 New
SRC
2416
Stone Run Capital
New York
$254K +$205K +5,056 New
HC
2417
Hendley & Co
Ohio
$254K +$205K +5,050 New
NQWM
2418
Northwest Quadrant Wealth Management
Oregon
$254K +$205K +5,050 New
SAM
2419
Synergy Asset Management
Washington
$254K -$48.7K -1,200 -19%
MGAM
2420
McGowan Group Asset Management
Texas
$254K -$46.4K -1,141 -18%
DAM
2421
Doheny Asset Management
California
$253K +$205K +5,040 New
JSW
2422
Journey Strategic Wealth
New Jersey
$253K +$204K +5,033 New
SIM
2423
SSI Investment Management
California
$253K +$204K +5,030 New
TA
2424
TrueWealth Advisors
Alabama
$252K +$204K +5,019 New
WPA
2425
West Paces Advisors
Georgia
$252K -$22.4K -551 -10%
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97
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