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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2626
Cypress Point Wealth Management
Texas
$231K +$268K +685 New
CCM
2627
Connective Capital Management
California
$231K +$268K +683 New
TWM
2628
Thrive Wealth Management
Pennsylvania
$231K +$267K +682 New
JWS
2629
Juncture Wealth Strategies
Arizona
$230K +$267K +682 New
WIC
2630
Willis Investment Counsel
Georgia
$230K +$266K +680 New
BG
2631
Bahl & Gaynor
Ohio
$228K +$265K +676 New
BIA
2632
Bigelow Investment Advisors
Maine
$228K +$265K +676 New
WMA
2633
William Mack & Associates
Michigan
$228K +$264K +675 New
GJIA
2634
Glass Jacobson Investment Advisors
Maryland
$228K – – –
BRWM
2635
Blue Rock Wealth Management
North Carolina
$228K +$264K +674 New
EP
2636
E6 Portfolios
Utah
$228K +$264K +674 New
TCWM
2637
Total Clarity Wealth Management
Illinois
$228K +$264K +674 New
MWA
2638
Madson Wealth Advisors
California
$227K +$263K +672 New
GFPC
2639
Global Financial Private Client
Florida
$226K +$262K +670 New
EAP
2640
Elevation Advisory Partners
Florida
$226K +$216K +551 New
LIA
2641
Limestone Investment Advisors
New York
$226K -$570K -1,456 -69%
CAL
2642
Capital Analysts LLC
Pennsylvania
$226K +$13.7K +35 +6%
BOJHT
2643
Bank of Jackson Hole Trust
Wyoming
$225K +$5.48K +14 +2%
SAM
2644
Sequent Asset Management
Texas
$225K -$34.9K -89 -12%
EWM
2645
Elmwood Wealth Management
California
$225K +$260K +665 New
PFG
2646
Prospect Financial Group
Virginia
$224K +$260K +663 New
RFA
2647
ROI Financial Advisors
Oregon
$224K +$259K +662 New
WAP
2648
Wealth Analytics Partners
California
$224K -$336K -858 -56%
EI
2649
EDMP Inc
Florida
$223K +$259K +661 New
NQWM
2650
Northwest Quadrant Wealth Management
Oregon
$223K +$259K +661 New
104 105
106
107 108