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Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
4876
Portman Square Capital
United Kingdom
$554K -$2.05M -5,750 -80%
EFP
4877
EnRich Financial Partners
Wisconsin
$553K +$524K +1,472 New
CP
4878
Camelot Portfolios
Ohio
$552K +$174K +488 +50%
VL
4879
Vima LLC
Michigan
$551K +$518K +1,454 New
WAM
4880
Weinberger Asset Management
California
$549K +$151K +424 +41%
MCM
4881
MontVue Capital Management
Virginia
$549K +$519K +1,459 New
CWR
4882
Chico Wealth RIA
California
$546K – – –
AFA
4883
AA Financial Advisors
Ohio
$543K +$514K +1,444 New
AIA
4884
Acute Investment Advisory
Arizona
$540K +$105K +295 +26%
FA
4885
Fortis Advisors
Pennsylvania
$539K – – –
PJWM
4886
Philip James Wealth Mangement
Georgia
$538K +$509K +1,431 New
LODC
4887
Lanham O'Dell & Company
West Virginia
$535K +$213K +598 +73%
BGA
4888
Battery Global Advisors
Massachusetts
$534K +$505K +1,420 New
CWAF
4889
Core Wealth Advisors (Florida)
Florida
$532K +$228K +641 +83%
TFM
4890
Trademark Financial Management
Minnesota
$532K +$504K +1,416 New
SG
4891
Sharper & Granite
California
$530K -$16K -45 -3%
AIM
4892
Aigen Investment Management
New York
$526K -$407K -1,144 -45%
TA
4893
Teramo Advisors
Florida
$526K – – –
PVAMC
4894
PPS&V Asset Management Consultants
Michigan
$523K -$17.1K -48 -3%
CMP
4895
Courage Miller Partners
Virginia
$519K +$491K +1,379 New
FAM
4896
Fenimore Asset Management
New York
$514K -$298K -836 -38%
GFWA
4897
Grey Fox Wealth Advisors
Delaware
$511K +$28.1K +79 +6%
TWD
4898
True Wealth Design
Ohio
$508K +$127K +358 +36%
RJTCONH
4899
Raymond James Trust Company of New Hampshire
New Hampshire
$507K -$145K -406 -23%
SCM
4900
Shapiro Capital Management
Georgia
$506K -$138K -389 -22%
194 195
196
197 198