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Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
3601
Hill Investment Group Partners
Missouri
$346K +$45.2K +93 +15%
AWM
3602
Ameliora Wealth Management
Switzerland
$345K – – –
ICM
3603
Intrepid Capital Management
Florida
$344K – – –
PRWA
3604
Platte River Wealth Advisors
Colorado
$343K – – –
HPIA
3605
Hamilton Point Investment Advisors
North Carolina
$343K – – –
WFA
3606
WestHill Financial Advisors
California
$342K -$9.72K -20 -3%
VAS
3607
Valicenti Advisory Services
New York
$342K +$330K +679 New
S
3608
Sachetta
Massachusetts
$341K +$71.9K +148 +25%
CST
3609
Charles Schwab Trust
Nevada
$341K +$329K +677 New
FNBTCON
3610
First National Bank & Trust Co of Newtown
Pennsylvania
$341K – – –
AL
3611
ACAS LLC
California
$341K +$13.6K +28 +4%
NC
3612
Napatree Capital
Rhode Island
$341K +$329K +676 New
LCG
3613
Lynx Capital Group
Ohio
$340K – – –
KCM
3614
Kaye Capital Management
California
$340K – – –
RC
3615
Rovin Capital
Arizona
$340K +$107K +221 +49%
EPWM
3616
Essex Private Wealth Management
Massachusetts
$338K +$326K +671 New
WAM
3617
Worth Asset Management
Texas
$338K -$2.34M -4,819 -88%
VL
3618
Vima LLC
Michigan
$338K +$165K +339 +102%
KCM
3619
Kennicott Capital Management
California
$337K – – –
SWP
3620
Summit Wealth Partners
Florida
$337K – – –
LFG
3621
Lockerman Financial Group
California
$333K +$321K +661 New
TF
3622
Tompkins Financial
New York
$333K -$18.5K -38 -5%
BFPW
3623
BOK Financial Private Wealth
Colorado
$333K +$36.9K +76 +13%
WBCM
3624
Wilson & Boucher Capital Management
California
$333K – – –
CMG
3625
Cavalry Management Group
California
$333K -$537K -1,104 -63%
143 144
145
146 147