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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
4126
Wilkinson Global Asset Management
New York
$377K -$362K -561 -46%
EE
4127
EWG Elevate
California
$376K +$169K +262 +67%
EC
4128
Eaton-Cambridge
Arizona
$375K -$38.7K -60 -8%
FCIM
4129
Fairview Capital Investment Management
California
$375K – – –
SWRP
4130
Summit Wealth & Retirement Planning
California
$375K – – –
PWH
4131
Priebe Wealth Holdings
Minnesota
$375K +$59.4K +92 +16%
GC
4132
Gibson Capital
Pennsylvania
$375K +$185K +286 +79%
ACA
4133
Aspire Capital Advisors
Washington
$372K +$25.8K +40 +7%
WF
4134
WinCap Financial
Massachusetts
$372K +$54.8K +85 +15%
LIM
4135
Lathrop Investment Management
Arkansas
$372K – – –
PWMG
4136
Private Wealth Management Group
New Jersey
$372K +$36.8K +57 +10%
SNBOSCI
4137
Security National Bank of Sioux City Iowa
Iowa
$372K -$23.9K -37 -5%
T
4138
Tableaux
Massachusetts
$372K +$416K +645 New
UFA
4139
US Financial Advisors
Massachusetts
$369K +$41.3K +64 +11%
PJWM
4140
Philip James Wealth Mangement
Georgia
$369K +$112K +174 +37%
AWA
4141
AmeriServ Wealth Advisors
Pennsylvania
$368K -$645 -1 -0.2%
SA
4142
Stewardship Advisors
Pennsylvania
$368K +$17.4K +27 +4%
RCM
4143
Ravenstone Capital Management
$368K +$24.5K +38 +6%
BWG
4144
Beta Wealth Group
California
$367K -$1.22M -1,886 -75%
MAM
4145
MMA Asset Management
Pennsylvania
$367K +$51K +79 +14%
VPI
4146
Value Partners Investments
Manitoba, Canada
$366K +$409K +634 New
CAM
4147
Columbia Asset Management
Michigan
$365K – – –
VAS
4148
Valicenti Advisory Services
New York
$365K -$23.9K -37 -6%
ACM
4149
Absolute Capital Management
Pennsylvania
$364K +$16.8K +26 +4%
YCG
4150
Yeomans Consulting Group
Georgia
$363K +$2.58K +4 +0.6%
164 165
166
167 168