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Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
2626
Palo Alto Wealth Advisors
California
$300K +$241K +1,414 New
GIM
2627
Groesbeck Investment Management
New Jersey
$299K -$255K -1,499 -52%
WSWA
2628
Warren Street Wealth Advisors
California
$299K +$240K +1,409 New
KIC
2629
Kensington Investment Counsel
California
$298K +$240K +1,408 New
DU
2630
Delphia (USA)
Ontario, Canada
$298K -$291K -1,711 -55%
TFA
2631
Toth Financial Advisory
Virginia
$298K +$228K +1,336 +1,909%
NCM
2632
Northwest Capital Management
Oregon
$298K -$77.3K -454 -24%
PMFA
2633
Plante Moran Financial Advisors
Michigan
$297K +$17.2K +101 +8%
SLG
2634
Stanley-Laman Group
Pennsylvania
$297K -$126K -740 -35%
JWM
2635
JGP Wealth Management
Oregon
$297K +$239K +1,401 New
TTWM
2636
TCV Trust & Wealth Management
Virginia
$296K +$238K +1,397 New
BIA
2637
Bell Investment Advisors
California
$296K +$9.37K +55 +4%
B
2638
Bensler
Washington
$296K +$238K +1,395 New
FCA
2639
Fortis Capital Advisors
Kansas
$295K -$1.87K -11 -0.8%
SIC
2640
SFE Investment Counsel
California
$293K +$209K +1,225 New
SC
2641
Seldon Capital
California
$293K – – –
LA
2642
Lynch & Associates
Indiana
$293K +$235K +1,380 New
LB
2643
Legacy Bridge
Iowa
$291K -$22.1K -130 -9%
SFWC
2644
Strategic Family Wealth Counselors
New Jersey
$291K +$234K +1,375 New
EFMC
2645
Empire Financial Management Company
New York
$291K +$234K +1,374 New
GAA
2646
Global Assets Advisory
Florida
$291K -$224K -1,315 -49%
V
2647
ViaWealth
Kansas
$291K +$233K +1,371 New
MTWM
2648
Masso Torrence Wealth Management
New Jersey
$290K +$233K +1,366 New
HFP
2649
Holistic Financial Partners
Indiana
$289K +$232K +1,362 New
IPW
2650
Inlet Private Wealth
Florida
$289K +$232K +1,362 New
104 105
106
107 108