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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2701
Delta Asset Management
Tennessee
$429K – – –
SC
2702
Searle & Co
Connecticut
$429K – – –
MCM
2703
Morton Capital Management
California
$427K -$61.1K -540 -14%
W
2704
Wealthquest
Ohio
$427K +$52K +460 +17%
EMFAT
2705
Emerald Mutual Fund Advisers Trust
Pennsylvania
$426K -$18.1K -160 -5%
TH
2706
TCTC Holdings
Texas
$426K – – –
LAS
2707
LWM Advisory Services
Florida
$426K -$33.9K -300 -9%
OCPWS
2708
One Charles Private Wealth Services
Massachusetts
$425K -$14.7K -130 -4%
EFMH
2709
E Fund Management (HK)
Hong Kong
$425K -$5.65K -50 -2%
VPWA
2710
Vestia Personal Wealth Advisors
Indiana
$425K +$5.65K +50 +2%
RI
2711
Rinkey Investments
California
$425K +$33.9K +300 +10%
COCM
2712
Charter Oak Capital Management
New Hampshire
$423K – – –
MPW
2713
MGO Private Wealth
California
$423K – – –
WAM
2714
Wallington Asset Management
Indiana
$423K +$12.4K +110 +4%
RMP
2715
Richards, Merrill & Peterson
Washington
$422K +$121K +1,070 +51%
PWP
2716
Perfromance Wealth Partners
Illinois
$421K +$45.2K +400 +15%
JMFC
2717
J.M. Forbes & Co
Massachusetts
$420K -$5.65K -50 -2%
SA
2718
Skyline Advisors
Washington
$420K – – –
AAM
2719
Austin Asset Management
Texas
$420K +$3.39K +30 +1%
NFG
2720
Northeast Financial Group
Pennsylvania
$420K +$20.4K +180 +6%
WIM
2721
Waverton Investment Management
United Kingdom
$420K +$355K +3,140 New
BFS
2722
Burkett Financial Services
South Carolina
$419K -$10.2K -90 -3%
HT
2723
Headlands Technologies
Illinois
$418K +$353K +3,120 New
SGI
2724
Summit Global Investments
Utah
$417K +$353K +3,120 New
AWA
2725
Aquire Wealth Advisors
Utah
$416K – – –
107 108
109
110 111