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Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
3101
Stonehaven Wealth & Tax Solutions
Wisconsin
$218K +$218K +3,124 New
BOJHT
3102
Bank of Jackson Hole Trust
Wyoming
$218K +$34.5K +495 +19%
WW
3103
Waterfront Wealth
Kansas
$218K -$18.8K -269 -8%
PFM
3104
Patton Fund Management
Texas
$217K -$40.4K -579 -16%
AWA
3105
Asempa Wealth Advisors
Louisiana
$217K +$217K +3,110 New
BDL
3106
Banque de Luxembourg
Luxembourg
$216K – – –
WAOI
3107
Wealth Advisors of Iowa
Iowa
$216K +$349 +5 +0.2%
IAG
3108
Ipsen Advisor Group
Arkansas
$216K +$976 +14 +0.5%
MA
3109
MKT Advisors
California
$216K -$27.8K -399 -11%
SPP
3110
Single Point Partners
Massachusetts
$216K -$1.11K -16 -0.5%
BC
3111
BDFS Capital
Delaware
$216K +$215K +3,088 New
EIM
3112
Ervin Investment Management
Washington
$216K – – –
PI
3113
Pettee Investors
Connecticut
$215K +$215K +3,082 New
WAS
3114
Wealth Advisory Solutions
Indiana
$215K -$906 -13 -0.4%
MWM
3115
Mindset Wealth Management
Indiana
$215K -$10.5K -151 -5%
IA
3116
IAM Advisory
Pennsylvania
$215K -$7.53K -108 -3%
HHCP
3117
Hilton Head Capital Partners
South Carolina
$215K +$214K +3,072 New
PWM
3118
Power Wealth Management
Georgia
$215K -$4.53K -65 -2%
FWM
3119
Forteris Wealth Management
New York
$214K +$214K +3,068 New
TC
3120
Trust Company
Kansas
$214K -$15.7K -225 -7%
SAM
3121
Stembrook Asset Management
New Jersey
$214K +$213K +3,061 New
WW
3122
Westshore Wealth
California
$214K +$70 +1 +0%
LI
3123
LifeWealth Investments
Florida
$214K +$213K +3,057 New
PWP
3124
Private Wealth Partners
California
$213K -$349 -5 -0.2%
OL
3125
Owen LaRue
Kentucky
$213K -$72.8K -1,045 -26%
123 124
125
126 127