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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
2801
Blueprint Investment Partners
North Carolina
$252K -$728K -11,156 -73%
FIBT
2802
First International Bank & Trust
North Dakota
$251K -$8.49K -130 -3%
WA
2803
Wealthstream Advisors
New York
$251K +$7.05K +108 +3%
SCM
2804
SOL Capital Management
Maryland
$251K – – –
PWM
2805
Palumbo Wealth Management
New York
$251K -$2.49M -38,112 -90%
TF
2806
Threadgill Financial
Texas
$250K -$28.9K -443 -10%
RWM
2807
Reston Wealth Management
Virginia
$250K -$4.57K -70 -2%
CC
2808
Climber Capital
Switzerland
$250K +$262K +4,015 New
PWM
2809
Partnership Wealth Management
Maryland
$249K -$13.1K -200 -5%
MA
2810
McBroom & Associates
Nevada
$249K – – –
MJP
2811
Michael J. Puzo
$249K – – –
SA
2812
SL Advisors
New Jersey
$249K -$14.1K -216 -5%
6F
2813
626 Financial
Michigan
$249K +$4.7K +72 +2%
AA
2814
Aufman Associates
Pennsylvania
$249K -$19.5K -299 -7%
PFP
2815
Paragon Financial Partners
California
$248K -$14.2K -217 -5%
FFA
2816
Fi3 Financial Advisors
Indiana
$248K -$66K -1,011 -20%
VWM
2817
VanWeelden Wealth Management
Ohio
$248K +$260K +3,983 New
MPW
2818
Monterey Private Wealth
California
$248K +$41.1K +629 +19%
GAM
2819
Gemmer Asset Management
California
$247K +$3.59K +55 +1%
TFIPS
2820
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K +$35.9K +550 +16%
CFGA
2821
Cambridge Financial Group (Arizona)
Arizona
$247K +$259K +3,968 New
BMCM
2822
Burns Matteson Capital Management
New York
$247K -$4.9K -75 -2%
CSA
2823
Cottage Street Advisors
Massachusetts
$246K -$9.27K -142 -3%
SC
2824
Solstein Capital
California
$246K – – –
SMA
2825
Seven Mile Advisory
New Jersey
$245K -$85.6K -1,311 -25%
111 112
113
114 115