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Name Holding Trade Value Shares
Change 		Change in
Stake
BOA
4251
Birnam Oak Advisors
New York
$3.11M – – –
VFM
4252
Viking Fund Management
North Dakota
$3.11M – – –
BI
4253
Bramshill Investments
Florida
$3.11M +$1.5M +2,943 +96%
GC
4254
Gruss & Co
Florida
$3.11M +$1.53M +3,000 +100%
PWA
4255
PCG Wealth Advisors
Kansas
$3.11M +$17.9K +35 +0.6%
DFP
4256
Defined Financial Planning
California
$3.1M -$112K -219 -4%
MWPCG
4257
Measured Wealth Private Client Group
New Hampshire
$3.09M -$320K -627 -9%
PCM
4258
Portolan Capital Management
Massachusetts
$3.09M -$166K -325 -5%
AFO
4259
Arrowroot Family Office
California
$3.09M +$70.4K +138 +2%
DP
4260
Denver PWM
Colorado
$3.08M – – –
SC
4261
Saiph Capital
New Jersey
$3.08M +$227K +445 +8%
ICM
4262
Intrepid Capital Management
Florida
$3.08M -$63.3K -124 -2%
SMG
4263
Smart Money Group
Texas
$3.07M +$63.8K +125 +2%
PFM
4264
Potomac Fund Management
Florida
$3.07M +$76.5K +150 +3%
SP
4265
Sequent Planning
Nebraska
$3.06M +$22.4K +44 +0.7%
PSCM
4266
Per Stirling Capital Management
Texas
$3.05M +$48K +94 +2%
GWAG
4267
Garrett Wealth Advisory Group
Texas
$3.05M -$9.69K -19 -0.3%
CP
4268
Creekside Partners
California
$3.05M -$28.6K -56 -0.9%
PBO
4269
Peoples Bank (Ohio)
Ohio
$3.05M -$8.16K -16 -0.3%
KFG
4270
Kingdom Financial Group
Arizona
$3.05M +$1.97M +3,858 +191%
MAG
4271
M3 Advisory Group
Massachusetts
$3.05M +$157K +307 +6%
RA
4272
Ruggaard & Associates
Ohio
$3.05M -$510 -1 -0%
TWM
4273
Tolleson Wealth Management
Texas
$3.04M +$310K +607 +12%
JTF
4274
J. Team Financial
Texas
$3.04M +$2.99M +5,869 New
LD
4275
Lipe & Dalton
New York
$3.04M -$56.1K -110 -2%
169 170
171
172 173