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Name Holding Trade Value Shares
Change
Change in
Stake
PC
2826
Pecaut & Co
Iowa
$217K +$175K +1,026 New
WDG
2827
Wealth Dimensions Group
Ohio
$217K +$175K +1,026 New
IFA
2828
Index Fund Advisors
California
$217K +$175K +1,025 New
FMTCOCP
2829
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$217K
TC
2830
TAGStone Capital
North Carolina
$217K +$175K +1,026 New
HNWA
2831
Henrickson Nauta Wealth Advisors
Michigan
$217K +$174K +1,022 New
IF
2832
Intrua Financial
Texas
$217K +$158K +926 New
CA
2833
Calton & Associates
Florida
$216K -$316K -1,856 -65%
HKIM
2834
Hayek Kallen Investment Management
Alabama
$216K +$173K +1,018 New
AFO
2835
Arrowroot Family Office
California
$216K +$173K +1,018 New
BDA
2836
Borer Denton & Associates
Pennsylvania
$216K +$173K +1,017 New
LFA
2837
Landmark Financial Advisors
Kentucky
$216K +$173K +1,017 New
LNWTC
2838
Laird Norton Wetherby Trust Company
Washington
$215K +$173K +1,015 New
MWM
2839
Mascoma Wealth Management
New Hampshire
$215K
KM
2840
Kalos Management
Georgia
$214K +$172K +1,011 New
HFS
2841
Howard Financial Services
Texas
$213K +$171K +1,004 New
3F
2842
360 Financial
Minnesota
$213K +$171K +1,003 New
FPB
2843
First PREMIER Bank
South Dakota
$212K
TWA
2844
Talisman Wealth Advisors
New Jersey
$212K +$170K +998 New
VBFG
2845
Vishria Bird Financial Group
Tennessee
$212K +$171K +1,002 New
FAM
2846
Forte Asset Management
New York
$212K +$170K +1,000 New
GC
2847
Gruss & Co
Florida
$212K +$170K +1,000 New
OWM
2848
Orgel Wealth Management
Wisconsin
$212K +$170K +1,000 New
SWM
2849
Segment Wealth Management
Texas
$212K +$170K +1,000 New
AWM
2850
Aberdeen Wealth Management
Illinois
$212K +$353K +2,075 New