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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3751
Ballast Inc
Kentucky
$249K -$33.5K -75 -13%
BWM
3752
BKM Wealth Management
Wisconsin
$248K – – –
RL
3753
Ruffer LLP
United Kingdom
$248K -$33M -74,008 -99%
ACA
3754
Aspire Capital Advisors
Washington
$248K +$227K +510 New
SG
3755
Strid Group
Pennsylvania
$248K -$26.8K -60 -11%
TC
3756
Tenret Company
Florida
$248K +$227K +510 New
WWG
3757
West Wealth Group
California
$247K +$227K +509 New
SWM
3758
Sugarloaf Wealth Management
Georgia
$247K +$149K +334 +191%
GFG
3759
GR Financial Group
Arizona
$247K +$227K +508 New
LHWM
3760
Lake Hills Wealth Management
Texas
$246K +$226K +507 New
ACM
3761
Absolute Capital Management
Pennsylvania
$246K +$226K +506 New
2L
3762
25 LLC
Missouri
$244K +$224K +503 New
EF
3763
Exeter Financial
Arizona
$244K +$213K +477 New
RLIM
3764
Red Lighthouse Investment Management
New York
$243K +$223K +501 New
PAM
3765
Paradigm Asset Management
New York
$243K – – –
HWMG
3766
Hurlow Wealth Management Group
Indiana
$243K +$223K +501 New
KIC
3767
Keating Investment Counselors
Florida
$243K +$223K +500 New
TC
3768
Tacita Capital
Ontario, Canada
$243K – – –
VFIC
3769
Valley Forge Investment Consultants
Pennsylvania
$243K – – –
AWA
3770
Adapt Wealth Advisors
Georgia
$243K +$223K +500 New
DWM
3771
Dopkins Wealth Management
New York
$243K +$223K +500 New
GIC
3772
GFI Investment Counsel
Ontario, Canada
$243K +$223K +500 New
KPF
3773
K2 Principal Fund
Ontario, Canada
$243K +$223K +500 New
KFS
3774
Kurt F. Somerville
$243K +$223K +500 New
LCM
3775
Lunt Capital Management
Utah
$243K +$223K +500 New
149 150
151
152 153