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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3976
Fermata Advisors
California
$3.1M +$833K +1,991 +31%
FNBSF
3977
First National Bank Sioux Falls
South Dakota
$3.1M +$50.6K +121 +2%
FF
3978
Farrow Financial
Vermont
$3.1M +$107K +256 +3%
PCS
3979
Private Client Services
Kentucky
$3.09M +$519K +1,241 +17%
GAM
3980
Gould Asset Management
California
$3.09M +$443K +1,059 +15%
TA
3981
Townsend & Associates
Colorado
$3.09M -$123K -294 -4%
TLCM
3982
Twin Lakes Capital Management
California
$3.09M +$837 +2 +0%
IPWA
3983
International Private Wealth Advisors
California
$3.09M +$821K +1,962 +31%
IVP
3984
Intrinsic Value Partners
Arizona
$3.09M -$98.3K -235 -3%
NCM
3985
New Capital Management
Texas
$3.09M +$371K +887 +12%
VCM
3986
Vines Capital Management
Louisiana
$3.09M +$83.3K +199 +2%
PC
3987
Pecaut & Co
Iowa
$3.09M -$989K -2,363 -22%
TWM
3988
Triton Wealth Management
Arizona
$3.08M +$92.1K +220 +3%
TA
3989
TPG Advisors
Illinois
$3.08M +$80.3K +192 +2%
WCM
3990
Washburn Capital Management
Florida
$3.08M -$162K -388 -4%
MWA
3991
MN Wealth Advisors
Kansas
$3.08M +$1.16M +2,761 +50%
TA
3992
Tectonic Advisors
Texas
$3.08M -$758K -1,811 -18%
MA
3993
MKT Advisors
California
$3.08M -$142K -339 -4%
BW
3994
Balance Wealth
Ohio
$3.08M +$61.1K +146 +2%
SWA
3995
Strata Wealth Advisors
Texas
$3.07M -$651K -1,556 -16%
RW
3996
Rede Wealth
Virginia
$3.07M +$8.37K +20 +0.2%
TWM
3997
Trevian Wealth Management
Massachusetts
$3.07M -$33.9K -81 -1%
LIA
3998
LSP Investment Advisors
New York
$3.07M – – –
RIM
3999
Rockbridge Investment Management
New York
$3.06M +$35.6K +85 +1%
SIC
4000
SJS Investment Consulting
Ohio
$3.06M -$494K -1,181 -12%
158 159
160
161 162