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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
4301
Warwick Investment Management
Texas
$1.48M +$631K +1,772 +82%
PS
4302
Portfolio Strategies
New York
$1.48M +$201K +565 +17%
WCM
4303
Windham Capital Management
Massachusetts
$1.48M +$1.78K +5 +0.1%
FI
4304
FWG Investments
Kentucky
$1.48M +$1.4M +3,928 New
BAM
4305
Bosun Asset Management
Illinois
$1.48M -$255K -717 -15%
MFG
4306
Monumental Financial Group
Maryland
$1.48M -$44.5K -125 -3%
SFM
4307
Systematic Financial Management
New Jersey
$1.47M – – –
MC
4308
McMorgan & Co
California
$1.47M -$7.12K -20 -0.5%
RWG
4309
Ratio Wealth Group
Colorado
$1.47M +$56.2K +158 +4%
GAA
4310
Green Alpha Advisors
Colorado
$1.47M – – –
PS
4311
Planned Solutions
California
$1.47M +$27.8K +78 +2%
NC
4312
Napatree Capital
Rhode Island
$1.47M +$1.39M +3,903 New
KOC
4313
Koss-Olinger Consulting
Florida
$1.47M -$154K -432 -10%
WA
4314
WESPAC Advisors
California
$1.46M +$112K +316 +9%
GPA
4315
Guidance Point Advisors
Massachusetts
$1.46M +$120K +337 +10%
HA
4316
Hofer & Associates
California
$1.46M +$70.1K +197 +5%
MRWM
4317
ML&R Wealth Management
Texas
$1.45M -$107K -302 -7%
SHWM
4318
Smith & Howard Wealth Management
Georgia
$1.45M -$7.12K -20 -0.5%
TAM
4319
Tucker Asset Management
Colorado
$1.45M -$15.3K -43 -1%
FTA
4320
Financial & Tax Architects
Missouri
$1.45M -$206K -578 -13%
RP
4321
Riverwater Partners
Wisconsin
$1.45M -$132K -371 -9%
PWA
4322
Peterson Wealth Advisors
Utah
$1.45M -$151K -423 -10%
DCM
4323
Davis Capital Management
Florida
$1.44M +$1.36M +3,834 New
RI
4324
Rinkey Investments
California
$1.44M +$892K +2,507 +190%
WWM
4325
Waterway Wealth Management
Texas
$1.44M +$1.36M +3,827 New
171 172
173
174 175