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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3551
Briaud Financial Planning
Texas
$245K +$159K +212 New
CCWP
3552
Cedar Cove Wealth Partners
Minnesota
$245K +$159K +212 New
PMG
3553
ProVise Management Group
Florida
$244K +$158K +211 New
DSC
3554
Duncker Streett & Co
Missouri
$244K – – –
BF
3555
Bonfire Financial
Colorado
$243K +$158K +211 New
AC
3556
AWM Capital
Arizona
$242K +$157K +210 New
BP
3557
BWM Planning
Texas
$242K +$157K +210 New
SFS
3558
Sunrise Financial Services
Washington
$242K -$1.5K -2 -0.9%
CG
3559
Castellan Group
Kentucky
$242K +$157K +210 New
OC
3560
OxenFree Capital
Florida
$242K +$193K +258 New
MIM
3561
Montgomery Investment Management
Maryland
$241K +$157K +209 New
RT
3562
Rockland Trust
Massachusetts
$241K +$157K +209 New
SAM
3563
SP Asset Management
California
$241K +$157K +209 New
FWM
3564
Foguth Wealth Management
Michigan
$241K +$208K +278 New
LIA
3565
Limestone Investment Advisors
New York
$240K -$346K -461 -69%
JESC
3566
J.E. Simmons & Co
Texas
$240K +$156K +208 New
PGWM
3567
Pitti Group Wealth Management
New York
$240K +$156K +208 New
AA
3568
Alpha Advisors
Virginia
$240K +$156K +208 New
EWM
3569
Evermay Wealth Management
Virginia
$239K – – –
PWS
3570
Peterson Wealth Services
Utah
$239K +$155K +207 New
EPW
3571
Endeavor Private Wealth
Kansas
$239K +$155K +207 New
MCIA
3572
Mountain Capital Investment Advisors
Colorado
$239K +$155K +207 New
WS
3573
Wilian Securities
Minnesota
$238K +$154K +206 New
DCM
3574
Dimension Capital Management
Florida
$238K +$154K +206 New
TIM
3575
Tortoise Investment Management
New York
$238K +$154K +206 New
141 142
143
144 145