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Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
2526
Elm Partners Management
Pennsylvania
$270K – – –
GAA
2527
Guardian Asset Advisors
Pennsylvania
$270K -$4.31K -11 -1%
LC
2528
Lavaca Capital
Texas
$270K – – –
PPF
2529
Pacific Park Financial
California
$270K – – –
GFG
2530
GR Financial Group
Arizona
$270K -$35.3K -90 -10%
AWP
2531
Avid Wealth Partners
Texas
$270K +$20.4K +52 +7%
MFGM
2532
Marshall Financial Group (Maryland)
Maryland
$270K +$18K +46 +6%
CIA
2533
Compass Ion Advisors
Pennsylvania
$269K -$5.88K -15 -2%
FL
2534
FreeGulliver LLC
Louisiana
$269K +$2.35K +6 +0.8%
VFP
2535
Vilga Financial Planning
New Jersey
$268K +$10.6K +27 +4%
FMII
2536
Farmers & Merchants Investments Inc
Nebraska
$267K +$4.31K +11 +1%
F8IS
2537
Figure 8 Investment Strategies
Idaho
$267K -$41.1K -105 -12%
CWA
2538
CogentBlue Wealth Advisors
Tennessee
$267K +$31.7K +81 +11%
BWM
2539
BAM Wealth Management
Colorado
$266K -$302K -772 -50%
CCA
2540
Cadent Capital Advisors
Oklahoma
$265K -$110K -280 -26%
RWM
2541
Rockline Wealth Management
New York
$265K – – –
SIM
2542
SSI Investment Management
California
$265K -$206K -525 -40%
FMP
2543
Financial Management Professionals
Texas
$264K +$14.5K +37 +5%
TFA
2544
Transamerica Financial Advisors
Florida
$264K +$97.5K +249 +47%
LAM
2545
Lewis Asset Management
California
$264K +$306K +780 New
MWP
2546
Meriwether Wealth & Planning
Louisiana
$263K +$305K +778 New
BWA
2547
BlueSky Wealth Advisors
North Carolina
$262K +$304K +776 New
SWA
2548
SOA Wealth Advisors
New York
$262K -$56K -143 -16%
OPCM
2549
Osborne Partners Capital Management
California
$262K -$405K -1,035 -57%
EFA
2550
Englebert Financial Advisers
Pennsylvania
$260K +$302K +771 New
100 101
102
103 104