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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3776
Wallace Capital Management
Texas
$243K +$223K +500 New
CA
3777
CV Advisors
Florida
$242K +$223K +499 New
TTWM
3778
TCV Trust & Wealth Management
Virginia
$242K +$223K +499 New
DWM
3779
Defined Wealth Management
Oregon
$240K +$221K +495 New
TIA
3780
Tiemann Investment Advisors
California
$240K +$221K +495 New
WHC
3781
Wulff, Hansen & Co
California
$239K -$650K -1,457 -75%
LAM
3782
Lifestyle Asset Management
Texas
$239K +$220K +493 New
TF
3783
Tenon Financial
New Jersey
$239K +$220K +493 New
WWP
3784
Walden Wealth Partners
Ohio
$239K +$208K +467 New
AIM
3785
AHL Investment Management
Florida
$238K +$219K +490 New
PWH
3786
Priebe Wealth Holdings
Minnesota
$238K +$219K +490 New
SIG
3787
Spinnaker Investment Group
California
$238K +$218K +489 New
RA
3788
Resolute Advisors
California
$237K – – –
QWM
3789
Quaker Wealth Management
New Jersey
$237K +$218K +488 New
HP
3790
Highlander Partners
Texas
$237K +$245K +550 New
CWM
3791
Concentric Wealth Management
California
$236K +$217K +486 New
PWMG
3792
Private Wealth Management Group
New Jersey
$236K -$2.23K -5 -1%
PSCM
3793
Per Stirling Capital Management
Texas
$236K +$217K +486 New
SL
3794
Sentry LLC
Tennessee
$236K +$216K +485 New
FWM
3795
Fairhaven Wealth Management
Illinois
$235K +$216K +484 New
HP
3796
Hyperion Partners
Pennsylvania
$234K +$215K +482 New
GWSA
3797
Global Wealth Strategies & Associates
Colorado
$234K +$1.34K +3 +0.6%
MWM
3798
MorganRosel Wealth Management
Colorado
$234K +$215K +481 New
ATI
3799
ARK & TLK Investments
Oklahoma
$233K +$214K +480 New
WOC
3800
West Oak Capital
California
$233K +$46.8K +105 +28%
150 151
152
153 154