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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4176
EPIQ Partners
Minnesota
$487K +$52.8K +200 +11%
BSWM
4177
Boston Standard Wealth Management
Massachusetts
$486K – – –
DLHL
4178
Donald L. Hagan LLC
Florida
$485K -$106K -400 -16%
MRWM
4179
ML&R Wealth Management
Texas
$483K +$60.5K +229 +12%
TC
4180
Trilogy Capital
California
$483K +$72.1K +273 +15%
PCMM
4181
Piedmont Capital Management (Montana)
Montana
$481K -$2.9K -11 -0.5%
TPW
4182
Tiller Private Wealth
Pennsylvania
$479K +$6.07K +23 +1%
AFIA
4183
America First Investment Advisors
Nebraska
$478K – – –
E
4184
ETFidea
New York
$477K – – –
HI
4185
Harper Investing
California
$477K -$12.7K -48 -2%
LI
4186
LVZ Inc
Michigan
$477K +$119K +449 +28%
JFGLC
4187
Johnson Financial Group LLC (Colorado)
Colorado
$476K -$45.9K -174 -8%
AI
4188
ArchPoint Investors
Florida
$474K – – –
MWA
4189
MFA Wealth Advisors
Pennsylvania
$474K +$16.1K +61 +3%
LW
4190
Libra Wealth
California
$474K +$316K +1,198 +143%
CSIA
4191
Carl Stuart Investment Advisor
Texas
$473K – – –
HIS
4192
Harvest Investment Services
Illinois
$472K -$2.64K -10 -0.5%
SGA
4193
Seaport Global Advisors
Massachusetts
$472K +$70K +265 +15%
SM
4194
Southport Management
Wyoming
$466K +$528K +2,000 New
AWM
4195
Ameliora Wealth Management
Switzerland
$465K +$421K +1,595 +343%
BFS
4196
Burrus Financial Services
Utah
$464K +$1.32K +5 +0.3%
KIA
4197
Kraematon Investment Advisors
Massachusetts
$460K +$264 +1 +0.1%
RPG
4198
Resource Planning Group
Georgia
$459K +$264 +1 +0.1%
JCIA
4199
Jackson Creek Investment Advisors
Colorado
$458K -$201K -763 -28%
DC
4200
Defender Capital
North Carolina
$458K -$31.7K -120 -6%
166 167
168
169 170