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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2751
IMG Wealth Management
Florida
$262K – – –
PCS
2752
Private Client Services
Kentucky
$262K +$17.1K +180 +7%
TCOO
2753
Trust Company of Oklahoma
Oklahoma
$262K +$267K +2,810 New
GA
2754
GSG Advisors
New Jersey
$262K +$16.2K +170 +7%
JTWM
2755
Jackson Thornton Wealth Management
Alabama
$262K +$256K +2,690 New
GGI
2756
GPM Growth Investors
Michigan
$261K -$5.71K -60 -2%
ATI
2757
Act Two Investors
California
$261K – – –
MC
2758
Matisse Capital
Oregon
$261K – – –
PAWA
2759
Palo Alto Wealth Advisors
California
$260K +$217K +2,280 New
TA
2760
TFG Advisers
Michigan
$259K – – –
HWMC
2761
Heritage Wealth Management (California)
California
$259K +$39.9K +420 +18%
GWM
2762
GSB Wealth Management
Connecticut
$258K +$17.1K +180 +7%
GKIM
2763
GW&K Investment Management
Massachusetts
$258K +$13.3K +140 +5%
FC
2764
FCA Corp
Texas
$257K – – –
MWM
2765
Melfa Wealth Management
Massachusetts
$256K -$54.2K -570 -17%
HCM
2766
Hengehold Capital Management
Ohio
$256K +$1.9K +20 +0.7%
PWP
2767
Perfromance Wealth Partners
Illinois
$256K +$23.8K +250 +10%
BT
2768
Banque Transatlantique
France
$256K +$237K +2,490 +996%
SI
2769
Saxon Interests
Texas
$256K +$4.75K +50 +2%
W
2770
Wealthquest
Ohio
$255K -$42.8K -450 -14%
CCP
2771
Clarkston Capital Partners
Michigan
$254K -$52.3K -550 -17%
DMBA
2772
Deseret Mutual Benefit Administrators
Utah
$254K +$147K +1,550 +132%
WWM
2773
Waterway Wealth Management
Texas
$253K -$145K -1,520 -36%
MWM
2774
Marion Wealth Management
Pennsylvania
$253K +$2.85K +30 +1%
SICM
2775
Sustainable Insight Capital Management
New York
$252K +$257K +2,700 New
109 110
111
112 113