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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4901
Aspen Capital Management
Idaho
$232K – – –
VMMC
4902
V.M. Manning & Co
South Carolina
$232K -$35.4K -53 -13%
CLP
4903
Charis Legacy Partners
Texas
$232K -$90.8K -136 -28%
NCM
4904
Noesis Capital Mangement
Florida
$231K -$65.4K -98 -22%
NPA
4905
Nichols & Pratt Advisers
Massachusetts
$231K – – –
BCM
4906
Basso Capital Management
Connecticut
$231K +$100K +150 +75%
5SA
4907
5th Street Advisors
Connecticut
$231K +$234K +350 New
SA
4908
Stolz & Associates
Washington
$231K +$234K +350 New
FWMP
4909
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$231K – – –
JE
4910
JMAC Enterprises
Pennsylvania
$230K – – –
CCA
4911
Cooper Capital Advisors
California
$230K +$233K +349 New
RF
4912
Robinswood Financial
Washington
$230K – – –
BIA
4913
Barry Investment Advisors
Massachusetts
$229K -$43.4K -65 -16%
JPT
4914
Jordan Park Trust
New Hampshire
$229K -$30K -45 -11%
AFP
4915
Arnold Financial Planning
Iowa
$229K +$232K +347 New
CCA
4916
Clarity Capital Advisors
Florida
$229K +$232K +347 New
ODA
4917
One Degree Advisors
California
$229K +$28.7K +43 +14%
PCI
4918
Planning Center Inc
Illinois
$228K – – –
MJPCFAI
4919
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$228K +$231K +346 New
TFP
4920
Traction Financial Partners
Wyoming
$228K – – –
AFW
4921
Atlantic Family Wealth
Florida
$227K – – –
FCM
4922
Fieldview Capital Management
Michigan
$227K +$230K +344 New
SIM
4923
Sterling Investment Management
Arizona
$227K +$230K +344 New
BFS
4924
Boyer Financial Services
California
$227K +$233K +349 New
DWS
4925
Discipline Wealth Solutions
South Carolina
$226K +$229K +343 New
195 196
197
198 199