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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2701
Sugarloaf Wealth Management
Georgia
$692K -$418K -12,590 -43%
BMCM
2702
Bryn Mawr Capital Management
Pennsylvania
$692K -$80.7K -2,430 -13%
CMBA
2703
C.M. Bidwell & Associates
Hawaii
$692K +$344K +10,360 +173%
FBB
2704
Fulton Breakefield Broenniman
Maryland
$691K -$13.3K -400 -2%
AWG
2705
Altus Wealth Group
Colorado
$690K -$8.63K -260 -2%
RPCA
2706
Running Point Capital Advisors
California
$689K +$6.31K +190 +1%
FCB
2707
First Command Bank
Texas
$689K +$25.9K +780 +5%
FCFS
2708
First Command Financial Services
Texas
$689K +$25.9K +780 +5%
MM
2709
MQS Management
New York
$688K +$222K +6,700 +70%
CWA
2710
Consilio Wealth Advisors
Washington
$687K +$21.2K +640 +4%
WWM
2711
Windsor Wealth Management
Indiana
$685K +$86.7K +2,610 +19%
CWA
2712
CJM Wealth Advisers
Virginia
$684K -$94.6K -2,850 -15%
KCM
2713
KLK Capital Management
California
$684K -$18.3K -550 -3%
SIA
2714
SkyView Investment Advisors
New Jersey
$683K -$28.9K -870 -5%
CHA
2715
Cooper/Haims Advisors
New York
$681K -$103K -3,110 -16%
RWA
2716
Rooted Wealth Advisors
Illinois
$680K -$85.7K -2,580 -14%
TI
2717
Truepoint Inc
Ohio
$680K +$4.32K +130 +0.8%
FGA
2718
Fortis Group Advisors
New Jersey
$679K +$3.98K +120 +0.8%
SWM
2719
Salvus Wealth Management
New Jersey
$678K +$15.3K +460 +3%
MC
2720
Merlin Capital
Rhode Island
$678K -$213K -6,420 -29%
EFG
2721
Ethos Financial Group
Pennsylvania
$678K – – –
AFM
2722
Armstrong Fleming & Moore
District of Columbia
$678K +$532K +16,020 New
PCC
2723
Park Circle Company
Maryland
$677K – – –
GCP
2724
Gill Capital Partners
Colorado
$676K -$231K -6,960 -30%
CAL
2725
Capital Advisors Ltd
Ohio
$673K +$385K +11,600 +269%
107 108
109
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