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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
3101
Barton Investment Management
Pennsylvania
$220K +$189K +765 New
MIM
3102
MTM Investment Management
South Carolina
$219K +$189K +764 New
SC
3103
Saturna Capital
Washington
$218K +$188K +761 New
DP
3104
Denver PWM
Colorado
$218K +$182K +739 New
CGA
3105
Crescent Grove Advisors
Illinois
$218K +$187K +759 New
KAM
3106
Kraft Asset Management
Tennessee
$218K +$187K +759 New
MA
3107
MKT Advisors
California
$218K +$165K +669 New
RCA
3108
Ranch Capital Advisors
Florida
$218K +$187K +758 New
LF
3109
LifeSteps Financial
California
$217K +$187K +757 New
PIAS
3110
PCA Investment Advisory Services
Ohio
$217K +$187K +757 New
CWP
3111
Core Wealth Partners
California
$217K +$187K +756 New
LTL
3112
Lowery Thomas LLC
California
$217K +$187K +756 New
DJYG
3113
David J. Yvars Group
Florida
$217K +$186K +755 New
PCTC
3114
Perkins Coie Trust Company
Washington
$216K +$24.7K +100 +15%
RCA
3115
Riverview Capital Advisers
Massachusetts
$216K +$186K +752 New
HIM
3116
Hanlon Investment Management
New Jersey
$216K +$185K +751 New
SHFP
3117
Second Half Financial Partners
Florida
$215K +$185K +750 New
SSG
3118
Summit Securities Group
New York
$215K -$8.87M -35,952 -98%
HBW
3119
Hazlett, Burt & Watson
West Virginia
$215K +$3.95K +16 +2%
RWA
3120
Roberts Wealth Advisors
California
$215K +$185K +749 New
SA
3121
SAM Advisors
California
$215K +$185K +748 New
SFS
3122
Security Financial Services
Indiana
$214K +$184K +744 New
GA
3123
Goldstein Advisors
Wisconsin
$213K +$183K +743 New
ECA
3124
Elevated Capital Advisors
Utah
$213K +$183K +741 New
WCAMG
3125
Woodard & Company Asset Management Group
North Carolina
$213K +$183K +741 New
123 124
125
126 127