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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2851
Warwick Investment Management
Texas
$233K +$219K +471 New
FS
2852
Financial Symmetry
North Carolina
$232K – – –
4WM
2853
49 Wealth Management
Texas
$231K +$217K +467 New
GWMIA
2854
Global Wealth Management Investment Advisory
Florida
$231K +$217K +467 New
CCWM
2855
Correct Capital Wealth Management
Missouri
$230K -$4.65K -10 -2%
PFA
2856
Pathway Financial Advisers
Indiana
$230K +$37.2K +80 +21%
TCM
2857
Traynor Capital Management
Pennsylvania
$230K +$5.58K +12 +3%
VAMG
2858
Voisard Asset Management Group
Michigan
$230K -$88.4K -190 -29%
BFIC
2859
Bedell Frazier Investment Counselling
California
$230K – – –
MWM
2860
Mattern Wealth Management
Kansas
$230K – – –
PCM
2861
Passive Capital Management
Maryland
$230K +$465 +1 +0.2%
IFU
2862
iSAM Funds (UK)
United Kingdom
$230K +$216K +465 New
VBWMG
2863
Von Berge Wealth Management Group
California
$230K -$16.7K -36 -8%
BFA
2864
Bill Few Associates
Pennsylvania
$229K – – –
CPSC
2865
Carl P. Sherr & Co
Massachusetts
$229K – – –
MAG
2866
M3 Advisory Group
Massachusetts
$229K +$215K +463 New
BWM
2867
Birchcreek Wealth Management
Ohio
$228K +$215K +462 New
PAG
2868
Powers Advisory Group
Illinois
$228K +$215K +462 New
BONH
2869
Bank of New Hampshire
New Hampshire
$227K – – –
GWAG
2870
Garrett Wealth Advisory Group
Texas
$227K – – –
EWA
2871
Evolution Wealth Advisors
Florida
$227K – – –
LFS
2872
Legacy Financial Strategies
Kansas
$227K -$34.9K -75 -14%
CIA
2873
Cladis Investment Advisory
Montana
$226K +$213K +458 New
EFL
2874
ERn Financial LLC
Wisconsin
$226K +$213K +457 New
CM
2875
Crestline Management
Texas
$225K -$2.73M -5,876 -93%
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