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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2626
Osborne Partners Capital Management
California
$382K -$203K -8,080 -37%
AAM
2627
American Asset Management
Florida
$382K – – –
KSCM
2628
Key Square Capital Management
Connecticut
$382K +$351K +14,000 New
BAMG
2629
Brand Asset Management Group
Missouri
$381K +$1.5K +60 +0.4%
BFA
2630
Brendel Financial Advisors
New Hampshire
$378K -$108K -4,290 -24%
WKWM
2631
Walter & Keenan Wealth Management
Indiana
$378K – – –
CWM
2632
Cherrydale Wealth Management
New Jersey
$378K +$21.6K +860 +7%
PPWM
2633
Paragon Private Wealth Management
Kentucky
$378K +$59.9K +2,390 +13%
VCM
2634
Vivaldi Capital Management
Illinois
$377K +$25.6K +1,020 +5%
CP
2635
Castleview Partners
Texas
$374K +$344K +13,730 New
VDI
2636
Vaughan David Investments
Illinois
$372K -$30.3K -1,210 -8%
AC
2637
Apogem Capital
New York
$372K -$7.52K -300 -2%
BHWM
2638
Beaird Harris Wealth Management
Texas
$372K +$71.2K +2,840 +26%
MCA
2639
MSH Capital Advisors
Arizona
$371K +$42.4K +1,690 +14%
HWM
2640
Holloway Wealth Management
Florida
$370K – – –
SQA
2641
Simon Quick Advisors
New Jersey
$370K +$242K +9,630 +246%
SIS
2642
Sound Income Strategies
Florida
$369K +$53.9K +2,150 +19%
MFA
2643
Morling Financial Advisors
California
$366K -$10K -400 -3%
MA
2644
Mezzasalma Advisors
New Jersey
$366K +$5.02K +200 +2%
TFM
2645
TFC Financial Management
Massachusetts
$364K +$33.6K +1,340 +11%
FMTC
2646
Farmers & Merchants Trust Company
California
$363K -$20.1K -800 -6%
PIM
2647
Progressive Investment Management
Oregon
$363K – – –
PFA
2648
Plotkin Financial Advisors
Maryland
$362K -$67.7K -2,700 -17%
I
2649
IMPACTfolio
Colorado
$362K +$13.8K +550 +4%
FFWA
2650
FRG Family Wealth Advisors
Washington
$361K +$22.6K +900 +7%
104 105
106
107 108