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Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
4676
M. Kraus & Co
Vermont
$239K +$9.68K +13 +4%
CAS
4677
CTC Alternative Strategies
Illinois
$238K +$241K +324 New
WDA
4678
Wendell David Associates
New Hampshire
$237K – – –
SMWM
4679
Silvia McColl Wealth Management
California
$237K – – –
PSCM
4680
Per Stirling Capital Management
Texas
$237K +$4.47K +6 +2%
SWAG
4681
Spectrum Wealth Advisory Group
California
$236K +$22.3K +30 +10%
VAM
4682
Virtue Asset Management
Illinois
$236K +$239K +321 New
SMCM
4683
Sky-Mountain Capital Management
Idaho
$235K -$157K -211 -40%
GC
4684
Guidance Capital
Kentucky
$235K – – –
WHC
4685
Wulff, Hansen & Co
California
$235K -$99K -133 -29%
GAM
4686
GEM Asset Management
Michigan
$235K -$26.1K -35 -10%
BWM
4687
Blossom Wealth Management
California
$234K – – –
AWA
4688
American Wealth Advisors
Georgia
$234K +$237K +318 New
LIWM
4689
Long Island Wealth Management
New York
$234K – – –
NPFS
4690
Novak & Powell Financial Services
Florida
$233K +$236K +317 New
TRIA
4691
Trail Ridge Investment Advisors
Colorado
$233K +$9.68K +13 +4%
TWP
4692
Total Wealth Planning
Ohio
$233K +$236K +317 New
GPA
4693
Guerra Pan Advisors
New Jersey
$232K – – –
DI
4694
Disciplined Investments
Oklahoma
$231K – – –
JGUA
4695
John G. Ullman & Associates
New York
$231K – – –
CB
4696
Chris Bulman
California
$231K -$305K -410 -57%
FWWM
4697
Fiscal Wisdom Wealth Management
Connecticut
$230K +$233K +313 New
DCBT
4698
Dakota Community Bank & Trust
North Dakota
$228K +$9.68K +13 +4%
AA
4699
Alpha Advisors
Virginia
$228K +$23.8K +32 +11%
RS
4700
R Squared
Hong Kong
$228K +$231K +311 New
186 187
188
189 190