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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2526
Greytown Advisors
Florida
$515K +$31K +113 +6%
FWP
2527
Falcon Wealth Planning
California
$515K +$516K +1,884 New
LCM
2528
LCM Capital Management
Illinois
$515K +$518K +1,891 New
OWA
2529
Outlook Wealth Advisors
Texas
$513K +$16.4K +60 +3%
CMBA
2530
C.M. Bidwell & Associates
Hawaii
$510K -$46.9K -171 -8%
PMA
2531
Prudent Man Advisors
Illinois
$508K -$77.6K -283 -13%
GFPC
2532
Global Financial Private Client
Florida
$508K +$55.1K +201 +12%
JMF
2533
Johnson Midwest Financial
Iowa
$504K +$506K +1,845 New
CAG
2534
Curtis Advisory Group
California
$501K – – –
SCM
2535
Southport Capital Management
Tennessee
$501K +$20.3K +74 +4%
KIC
2536
Kensington Investment Counsel
California
$501K +$503K +1,835 New
ZF
2537
Zhang Financial
Michigan
$501K +$533K +1,943 New
CWAF
2538
Core Wealth Advisors (Florida)
Florida
$500K +$23.9K +87 +5%
RW
2539
Rede Wealth
Virginia
$500K +$502K +1,831 New
NAM
2540
North American Management
Massachusetts
$499K – – –
BCA
2541
Biltmore Capital Advisors
New Jersey
$499K +$40.3K +147 +9%
CPSAC
2542
Chas P. Smith & Associates (CPS)
Florida
$499K +$44.1K +161 +10%
ZCA
2543
Zeke Capital Advisors
Pennsylvania
$499K +$197K +719 +65%
BCP
2544
Berkeley Capital Partners
Georgia
$498K -$30.4K -111 -6%
JWM
2545
JGP Wealth Management
Oregon
$498K +$16.2K +59 +3%
AFM
2546
Andesa Financial Management
Pennsylvania
$495K -$110K -400 -18%
LOAMU
2547
Lombard Odier Asset Management (USA)
New York
$492K +$493K +1,800 New
PAM
2548
Peak Asset Management
Colorado
$491K -$58.7K -214 -11%
TAM
2549
Townsend Asset Management
North Carolina
$491K +$9.05K +33 +2%
PP
2550
Patron Partners
Texas
$491K +$493K +1,799 New
100 101
102
103 104