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Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
4701
Diversified Portfolios Inc
Michigan
$310K +$313K +469 New
IF
4702
Ironwood Financial
Arizona
$310K +$2K +3 +0.6%
HHMI
4703
Howard Hughes Medical Institute
Maryland
$310K +$2K +3 +0.6%
PWA
4704
PCG Wealth Advisors
Kansas
$309K +$2.67K +4 +0.9%
LFASL
4705
Lugano Financial Advisors SA (LFA)
Switzerland
$309K – – –
LK
4706
Lumbard & Kellner
New Hampshire
$309K – – –
BWM
4707
Biltmore Wealth Management
Arizona
$308K -$8.01K -12 -3%
NS
4708
Northland Securities
Minnesota
$307K +$311K +465 New
ACM
4709
Anfield Capital Management
California
$306K – – –
AC
4710
AWM Capital
Arizona
$306K -$4.01K -6 -1%
KA
4711
Kooman & Associates
Pennsylvania
$306K -$61.4K -92 -17%
FCMA
4712
Foresight Capital Management Advisors
Michigan
$306K -$6.01K -9 -2%
SFS
4713
Sunrise Financial Services
Washington
$306K +$310K +464 New
HCM
4714
Hudson Capital Management
New Jersey
$306K – – –
RLH
4715
RD Lewis Holdings
Florida
$305K -$6.68K -10 -2%
AWA
4716
Aquire Wealth Advisors
Utah
$305K -$20K -30 -6%
MFFIA
4717
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$305K – – –
RFP
4718
Roth Financial Partners
Texas
$305K – – –
FWA
4719
FOCUS Wealth Advisors
Texas
$303K – – –
CB
4720
Chris Bulman
California
$302K +$96.2K +144 +46%
E
4721
Evansbrook
Illinois
$302K +$306K +458 New
CWA
4722
Continuum Wealth Advisors
New York
$302K – – –
PC
4723
Port Capital
Illinois
$302K +$14K +21 +5%
BBWP
4724
Beacon Bridge Wealth Partners
Pennsylvania
$302K +$60.1K +90 +25%
OCM
4725
Orion Capital Management
California
$302K +$297K +445 +3,708%
187 188
189
190 191