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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1776
Peak Financial Management
Massachusetts
$210K +$160K +1,252 New
SMH
1777
Sanders Morris Harris
Texas
$209K +$160K +1,250 New
RCYC
1778
Richard C. Young & Co
Rhode Island
$208K +$159K +1,243 New
BAMG
1779
Brand Asset Management Group
Missouri
$208K +$159K +1,243 New
ACM
1780
Aspen Capital Management
Idaho
$208K +$159K +1,241 New
LWM
1781
LeConte Wealth Management
Tennessee
$207K +$159K +1,239 New
HL
1782
HeadInvest LLC
Maine
$207K +$158K +1,237 New
ET
1783
Equitable Trust
Tennessee
$206K +$158K +1,232 New
WCM
1784
Winthrop Capital Management
Indiana
$206K +$6.01K +47 +4%
WIA
1785
Wetzel Investment Advisors
Indiana
$206K +$157K +1,230 New
HWA
1786
HCR Wealth Advisors
California
$205K +$143K +1,118 New
PA
1787
Promethium Advisors
Maryland
$205K +$157K +1,225 New
BFS
1788
Bard Financial Services
Connecticut
$204K +$156K +1,220 New
CSPIA
1789
Cary Street Partners Investment Advisory
Virginia
$204K +$26.2K +205 +20%
MF
1790
Manuka Financial
Virginia
$203K +$155K +1,215 New
FC
1791
Financial Council
Maryland
$203K +$155K +1,211 New
SDWIA
1792
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$155K +1,210 New
SAM
1793
Secure Asset Management
Michigan
$202K +$142K +1,111 New
SFG
1794
Seamount Financial Group
Colorado
$202K +$155K +1,209 New
DCA
1795
DSG Capital Advisors
Minnesota
$202K +$154K +1,205 New
ANTB
1796
AMG National Trust Bank
Colorado
$201K +$154K +1,204 New
TW
1797
Traveka Wealth
California
$201K +$154K +1,201 New
HWM
1798
Hemington Wealth Management
Virginia
$201K +$13.8K +108 +10%
ASBI
1799
American State Bank (Iowa)
Iowa
$201K +$154K +1,200 New
SAM
1800
Sompo Asset Management
Japan
$201K +$154K +1,200 New
70 71
72
73 74