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Name Holding Trade Value Shares
Change 		Change in
Stake
LODC
4676
Lanham O'Dell & Company
West Virginia
$316K -$55.4K -83 -15%
BWG
4677
Beta Wealth Group
California
$315K – – –
SWM
4678
Stark Wealth Management
Pennsylvania
$315K +$6.68K +10 +2%
SIA
4679
Sage Investment Advisers
New York
$315K +$319K +477 New
PH
4680
Pinnacle Holdings
Oklahoma
$314K +$32.1K +48 +11%
TC
4681
Trust Company
Kansas
$314K +$42.1K +63 +15%
ANHIM
4682
Alan N. Hoffman Investment Management
Massachusetts
$313K – – –
JESC
4683
J.E. Simmons & Co
Texas
$313K +$317K +474 New
SR
4684
Swiss Re
Switzerland
$313K +$317K +474 New
SHIM
4685
Stone House Investment Management
Pennsylvania
$313K +$68.1K +102 +27%
PA
4686
Prosperity Advisers
Pennsylvania
$312K +$316K +473 New
EPI
4687
Eddie Patel Inc
Illinois
$312K +$316K +473 New
B
4688
BetterWealth
California
$312K -$15.4K -23 -5%
1GI
4689
180 GPS Investments
$311K +$291K +436 New
AFP
4690
ATLas Financial Planning
Georgia
$311K +$315K +471 New
DPI
4691
Diversified Portfolios Inc
Michigan
$310K +$313K +469 New
IF
4692
Ironwood Financial
Arizona
$310K +$2K +3 +0.6%
HHMI
4693
Howard Hughes Medical Institute
Maryland
$310K +$2K +3 +0.6%
PWA
4694
PCG Wealth Advisors
Kansas
$309K +$2.67K +4 +0.9%
LFASL
4695
Lugano Financial Advisors SA (LFA)
Switzerland
$309K – – –
LK
4696
Lumbard & Kellner
New Hampshire
$309K – – –
BWM
4697
Biltmore Wealth Management
Arizona
$308K -$8.01K -12 -3%
NS
4698
Northland Securities
Minnesota
$307K +$311K +465 New
ACM
4699
Anfield Capital Management
California
$306K – – –
AC
4700
AWM Capital
Arizona
$306K -$4.01K -6 -1%
186 187
188
189 190