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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2651
Marietta Wealth Management
Georgia
$209K +$198K +3,278 New
EWP
2652
Engrave Wealth Partners
Texas
$209K +$210K +3,486 New
FWA
2653
FSM Wealth Advisors
Ohio
$207K +$197K +3,259 New
EWA
2654
Etesian Wealth Advisors
Oregon
$207K +$197K +3,257 New
TC
2655
Truvestments Capital
Florida
$207K +$52.8K +875 +37%
WE
2656
Wealth Effects
Massachusetts
$207K -$23.7K -393 -11%
CSIA
2657
Charles Schwab Investment Advisory
California
$207K -$24.6K -408 -11%
PWA
2658
Primoris Wealth Advisors
Florida
$206K +$195K +3,238 New
AFGAS
2659
Allegiance Financial Group Advisory Services
Virginia
$206K +$195K +3,237 New
EAM
2660
Evanson Asset Management
California
$206K -$52.3K -866 -21%
SC
2661
Solstein Capital
California
$206K +$4.95K +82 +3%
FCIM
2662
Fairview Capital Investment Management
California
$206K +$195K +3,234 New
PFM
2663
Patton Fund Management
Texas
$205K +$195K +3,226 New
JF
2664
JSF Financial
California
$205K +$194K +3,216 New
ORI
2665
Oak Ridge Investments
Illinois
$204K +$194K +3,213 New
GCM
2666
Gibraltar Capital Management
Oklahoma
$204K +$194K +3,210 New
NWA
2667
Navis Wealth Advisors
New York
$204K +$193K +3,201 New
PAIM
2668
Punch & Associates Investment Management
Minnesota
$204K +$193K +3,200 New
UC
2669
Unio Capital
New Jersey
$204K +$193K +3,200 New
IFAM
2670
Institutional & Family Asset Management
Colorado
$203K +$57.6K +954 +42%
BFG
2671
Bouchey Financial Group
New York
$203K +$193K +3,198 New
PCM
2672
Princeton Capital Management
New Jersey
$203K +$193K +3,198 New
PHAM
2673
Palisades Hudson Asset Management
Florida
$203K +$192K +3,185 New
AWG
2674
Altus Wealth Group
Colorado
$203K +$192K +3,186 New
MW
2675
MBL Wealth
North Carolina
$201K +$191K +3,167 New
105 106
107
108 109