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Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
4101
Financial Freedom LLC
Ohio
$494K -$146K -236 -26%
ACA
4102
Aspire Capital Advisors
Washington
$494K +$14.2K +23 +4%
KCM
4103
Kennicott Capital Management
California
$494K – – –
PM
4104
Pembroke Management
Quebec, Canada
$491K +$411K +665 New
GWSA
4105
Global Wealth Strategies & Associates
Colorado
$491K -$44.5K -72 -10%
SWRP
4106
Summit Wealth & Retirement Planning
California
$488K +$6.8K +11 +2%
PCM
4107
PAR Capital Management
Massachusetts
$487K -$439K -710 -52%
WDL
4108
Well Done LLC
Michigan
$486K -$432K -699 -51%
ICM
4109
Innovator Capital Management
Illinois
$486K -$3.71K -6 -0.9%
TBNY
4110
Trustco Bank (New York)
New York
$485K – – –
WFPG
4111
Waller Financial Planning Group
Ohio
$485K -$95.2K -154 -19%
AG
4112
Advocate Group
Minnesota
$484K – – –
NCMW
4113
Northern Capital Management (Washington)
Washington
$484K +$618 +1 +0.2%
LFP
4114
Lakeshore Financial Planning
Michigan
$483K -$6.8K -11 -2%
EWM
4115
Echo Wealth Management
Minnesota
$483K -$120K -195 -23%
WGAM
4116
Wilkinson Global Asset Management
New York
$483K – – –
PJWM
4117
Philip James Wealth Mangement
Georgia
$480K +$7.42K +12 +2%
CST
4118
Charles Schwab Trust
Nevada
$479K -$50.7K -82 -11%
FB
4119
First Bancorp
Maine
$478K -$77.9K -126 -16%
BF
4120
Blankinship & Foster
California
$478K +$15.4K +25 +4%
T
4121
TOBAM
France
$478K -$163K -264 -29%
ACM
4122
Absolute Capital Management
Pennsylvania
$478K +$9.89K +16 +3%
SPA
4123
Sherbrooke Park Advisers
New York
$477K +$399K +646 New
BAM
4124
BTS Asset Management
Massachusetts
$477K +$149K +241 +60%
WWWM
4125
White Wing Wealth Management
Texas
$476K +$62.4K +101 +19%
163 164
165
166 167