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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
4701
Dodds Wealth
Colorado
$227K – – –
HIM
4702
Harbour Investment Management
Washington
$227K – – –
PTB
4703
Pioneer Trust Bank
Oregon
$226K +$229K +308 New
BWIA
4704
Bryant Woods Investment Advisors
New York
$226K – – –
MSWM
4705
Mowery & Schoenfeld Wealth Management
Illinois
$225K -$28.3K -38 -11%
HI
4706
Harrington Investments
California
$225K – – –
LAM
4707
Lummis Asset Management
Texas
$225K – – –
GPWA
4708
Great Point Wealth Advisors
Massachusetts
$225K +$228K +307 New
PIN
4709
Prudent Investors Network
California
$225K +$2.98K +4 +1%
CWAF
4710
Core Wealth Advisors (Florida)
Florida
$225K +$228K +306 New
AFWM
4711
Abich Financial Wealth Management
Virginia
$224K +$227K +305 New
CDWM
4712
Campbell Deegan Wealth Management
Virginia
$224K – – –
ODA
4713
One Degree Advisors
California
$223K -$148K -199 -39%
ECM
4714
EMC Capital Management
Texas
$223K – – –
TF
4715
Threadgill Financial
Texas
$223K – – –
MFG
4716
Mustico Financial Group
New York
$222K – – –
TFCP
4717
Twin Focus Capital Partners
Massachusetts
$222K -$744 -1 -0.3%
PD
4718
Planning Directions
Pennsylvania
$222K – – –
BM
4719
Belfer Management
New York
$221K -$228K -306 -50%
RC
4720
Rahlfs Capital
Texas
$221K – – –
DPW
4721
DiNuzzo Private Wealth
Pennsylvania
$221K – – –
WCM
4722
Wallace Capital Management
Texas
$220K – – –
CMA
4723
Cedar Mountain Advisors
Oregon
$220K +$40.2K +54 +22%
FWMM
4724
Foundation Wealth Management (Missouri)
Missouri
$220K -$55.8K -75 -20%
BF
4725
Brogan Financial
Tennessee
$219K -$69.2K -93 -24%
187 188
189
190 191