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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4826
Martin Investment Management
Florida
$816K – – –
RWM
4827
Ruedi Wealth Management
Illinois
$815K -$41.9K -98 -5%
AWP
4828
Avid Wealth Partners
Texas
$813K -$146K -342 -15%
PFA
4829
Plotkin Financial Advisors
Maryland
$813K – – –
DFG
4830
Demars Financial Group
Washington
$811K -$24.4K -57 -3%
WFA
4831
West Financial Advisors
Iowa
$810K +$94.9K +222 +13%
WH
4832
Whitcomb & Hess
Ohio
$809K -$12K -28 -1%
LAM
4833
Lingohr Asset Management
Germany
$809K +$13.7K +32 +2%
WP
4834
Woodline Partners
California
$806K -$55.9M -130,829 -99%
KCM
4835
Kaye Capital Management
California
$805K -$12.8K -30 -2%
PFC
4836
Poplar Forest Capital
California
$804K – – –
MFG
4837
Mendota Financial Group
Wisconsin
$802K -$111K -259 -12%
CWA
4838
Capital Wealth Alliance
Arizona
$802K -$1.3M -3,037 -62%
HG
4839
Harbor Group
New Hampshire
$798K +$427 +1 +0.1%
BFG
4840
Baron Financial Group
New Jersey
$796K +$47.9K +112 +6%
KCMH
4841
Keywise Capital Management (HK)
Hong Kong
$796K -$278K -650 -26%
CFG
4842
Compton Financial Group
Maryland
$794K – – –
FG
4843
Fairman Group
Pennsylvania
$794K +$427 +1 +0.1%
FFP
4844
Forbes Financial Planning
Rhode Island
$794K – – –
HPCM
4845
Hunter Perkins Capital Management
Illinois
$792K – – –
KBG
4846
Kahn Brothers Group
New York
$792K +$5.13K +12 +0.7%
RA
4847
Resolute Advisors
California
$789K +$69.2K +162 +10%
CWAF
4848
Core Wealth Advisors (Florida)
Florida
$787K -$8.12K -19 -1%
GRA
4849
Golden Road Advisors
Florida
$778K -$80.8K -189 -9%
DW
4850
Dodds Wealth
Colorado
$778K +$22.2K +52 +3%
192 193
194
195 196