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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3151
Atticus Wealth Management
Florida
$241K +$8.44K +28 +4%
RWA
3152
Roberts Wealth Advisors
California
$241K – – –
PWC
3153
PYA Waltman Capital
Tennessee
$240K – – –
RCM
3154
Rain Capital Management
Oregon
$240K -$10.5K -35 -4%
PS
3155
Portfolio Strategies
New York
$240K – – –
MTIM
3156
Marathon Trading Investment Management
Pennsylvania
$240K +$63.3K +210 +36%
MIM
3157
Merrion Investment Management
New Jersey
$240K +$241K +800 New
JSC
3158
Jackson Square Capital
California
$240K +$20.2K +67 +9%
LC
3159
Lincoln Capital
Nebraska
$240K – – –
RCA
3160
Ranch Capital Advisors
Florida
$240K +$12.1K +40 +5%
BBPWM
3161
Blue Bell Private Wealth Management
Pennsylvania
$239K -$19.9K -66 -8%
RP
3162
Riverbridge Partners
Minnesota
$238K +$6.03K +20 +3%
AA
3163
ACT Advisors
North Carolina
$238K +$239K +793 New
CCM
3164
Colorado Capital Management
Colorado
$238K +$3.01K +10 +1%
SFS
3165
Security Financial Services
Indiana
$237K +$13.6K +45 +6%
ZIMP
3166
Zimmermann Investment Management & Planning
Pennsylvania
$235K +$3.92K +13 +2%
VIA
3167
Virtus Investment Advisers
Connecticut
$235K +$236K +783 New
SC
3168
Scholtz & Company
Connecticut
$235K +$236K +782 New
LF
3169
LifeSteps Financial
California
$235K +$7.53K +25 +3%
AT
3170
Arvest Trust
Oklahoma
$235K +$26.8K +89 +13%
WWM
3171
Wolff Wiese Magana
California
$234K – – –
WCP
3172
Wick Capital Partners
Pennsylvania
$233K -$10.2K -34 -4%
BIA
3173
Barry Investment Advisors
Massachusetts
$231K – – –
MIM
3174
Meridiem Investment Management
United Kingdom
$231K – – –
CWM
3175
Cahaba Wealth Management
Georgia
$231K -$45.2K -150 -16%
125 126
127
128 129