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Name Holding Trade Value Shares
Change 		Change in
Stake
FL
4126
FreeGulliver LLC
Louisiana
$378K +$55.5K +86 +15%
BI
4127
Ballast Inc
Kentucky
$378K +$79.4K +123 +23%
NCMW
4128
Northern Capital Management (Washington)
Washington
$377K +$4.52K +7 +1%
WGAM
4129
Wilkinson Global Asset Management
New York
$377K -$362K -561 -46%
EE
4130
EWG Elevate
California
$376K +$169K +262 +67%
EC
4131
Eaton-Cambridge
Arizona
$375K -$38.7K -60 -8%
FCIM
4132
Fairview Capital Investment Management
California
$375K – – –
SWRP
4133
Summit Wealth & Retirement Planning
California
$375K – – –
PWH
4134
Priebe Wealth Holdings
Minnesota
$375K +$59.4K +92 +16%
GC
4135
Gibson Capital
Pennsylvania
$375K +$185K +286 +79%
ACA
4136
Aspire Capital Advisors
Washington
$372K +$25.8K +40 +7%
WF
4137
WinCap Financial
Massachusetts
$372K +$54.8K +85 +15%
LIM
4138
Lathrop Investment Management
Arkansas
$372K – – –
PWMG
4139
Private Wealth Management Group
New Jersey
$372K +$36.8K +57 +10%
SNBOSCI
4140
Security National Bank of Sioux City Iowa
Iowa
$372K -$23.9K -37 -5%
T
4141
Tableaux
Massachusetts
$372K +$416K +645 New
UFA
4142
US Financial Advisors
Massachusetts
$369K +$41.3K +64 +11%
PJWM
4143
Philip James Wealth Mangement
Georgia
$369K +$112K +174 +37%
AWA
4144
AmeriServ Wealth Advisors
Pennsylvania
$368K -$645 -1 -0.2%
SA
4145
Stewardship Advisors
Pennsylvania
$368K +$17.4K +27 +4%
RCM
4146
Ravenstone Capital Management
$368K +$24.5K +38 +6%
BWG
4147
Beta Wealth Group
California
$367K -$1.22M -1,886 -75%
MAM
4148
MMA Asset Management
Pennsylvania
$367K +$51K +79 +14%
VPI
4149
Value Partners Investments
Manitoba, Canada
$366K +$409K +634 New
CAM
4150
Columbia Asset Management
Michigan
$365K – – –
164 165
166
167 168