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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCI
3276
Zevenbergen Capital Investments
Washington
$242K – – –
LWMM
3277
Legacy Wealth Management (Mississippi)
Mississippi
$240K -$8.3K -25 -3%
AR
3278
Apeiron RIA
Texas
$240K +$237K +713 New
EIG
3279
Ellenbecker Investment Group
Wisconsin
$240K +$238K +716 New
KL
3280
KWMG LLC
Kansas
$239K -$332 -1 -0.1%
SFP
3281
Sweet Financial Partners
Minnesota
$239K +$236K +712 New
HFA
3282
HC Financial Advisors
California
$238K – – –
CB
3283
Community Bank
New York
$237K +$14.9K +45 +7%
ONSWM
3284
Old North State Wealth Management
North Carolina
$236K +$233K +703 New
MMHP
3285
Murphy Middleton Hinkle & Parker
Georgia
$236K +$2.66K +8 +1%
CSWM
3286
Cassady Schiller Wealth Management
Ohio
$236K +$233K +701 New
VV
3287
Verity & Verity
South Carolina
$235K – – –
ACMA
3288
Arbor Capital Management (Alaska)
Alaska
$235K +$232K +698 New
NCM
3289
New Capital Management
Texas
$234K – – –
TLP
3290
Trinity Legacy Partners
Texas
$233K -$664 -2 -0.3%
BIA
3291
Barry Investment Advisors
Massachusetts
$232K +$3.98K +12 +2%
PCM
3292
Presidio Capital Management
California
$232K +$229K +689 New
BFA
3293
Brendel Financial Advisors
New Hampshire
$231K -$64.4K -194 -22%
SPAS
3294
Spectrum Planning & Advisory Services
California
$231K +$228K +687 New
WSWA
3295
Warren Street Wealth Advisors
California
$231K +$228K +687 New
AG
3296
AlphaSimPlex Group
Massachusetts
$230K -$138K -416 -38%
NCM
3297
Noesis Capital Mangement
Florida
$230K -$92K -277 -29%
ETCM
3298
Evolutionary Tree Capital Management
Virginia
$230K – – –
DLHL
3299
Donald L. Hagan LLC
Florida
$230K +$227K +684 New
GIM
3300
Greenwich Investment Management
Connecticut
$230K +$227K +685 New
130 131
132
133 134