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Name Holding Trade Value Shares
Change 		Change in
Stake
BWIA
4701
Bryant Woods Investment Advisors
New York
$226K – – –
MSWM
4702
Mowery & Schoenfeld Wealth Management
Illinois
$225K -$28.3K -38 -11%
HI
4703
Harrington Investments
California
$225K – – –
LAM
4704
Lummis Asset Management
Texas
$225K – – –
GPWA
4705
Great Point Wealth Advisors
Massachusetts
$225K +$228K +307 New
PIN
4706
Prudent Investors Network
California
$225K +$2.98K +4 +1%
CWAF
4707
Core Wealth Advisors (Florida)
Florida
$225K +$228K +306 New
AFWM
4708
Abich Financial Wealth Management
Virginia
$224K +$227K +305 New
CDWM
4709
Campbell Deegan Wealth Management
Virginia
$224K – – –
ODA
4710
One Degree Advisors
California
$223K -$148K -199 -39%
ECM
4711
EMC Capital Management
Texas
$223K – – –
TF
4712
Threadgill Financial
Texas
$223K – – –
MFG
4713
Mustico Financial Group
New York
$222K – – –
TFCP
4714
Twin Focus Capital Partners
Massachusetts
$222K -$744 -1 -0.3%
PD
4715
Planning Directions
Pennsylvania
$222K – – –
BM
4716
Belfer Management
New York
$221K -$228K -306 -50%
RC
4717
Rahlfs Capital
Texas
$221K – – –
DPW
4718
DiNuzzo Private Wealth
Pennsylvania
$221K – – –
WCM
4719
Wallace Capital Management
Texas
$220K – – –
CMA
4720
Cedar Mountain Advisors
Oregon
$220K +$40.2K +54 +22%
FWMM
4721
Foundation Wealth Management (Missouri)
Missouri
$220K -$55.8K -75 -20%
BF
4722
Brogan Financial
Tennessee
$219K -$69.2K -93 -24%
CFG
4723
Certior Financial Group
Pennsylvania
$219K +$223K +299 New
AAIM
4724
Asset Advisors Investment Management
Georgia
$219K +$222K +298 New
PPWM
4725
Perissos Private Wealth Management
Oklahoma
$218K -$804K -1,080 -78%
187 188
189
190 191