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Name Holding Trade Value Shares
Change 		Change in
Stake
RL
3501
Rogco LP
Oklahoma
$4.36M – – –
DMC
3502
Drexel Morgan & Co
Pennsylvania
$4.36M – – –
PCP
3503
Panoramic Capital Partners
Oregon
$4.36M -$985K -4,790 -18%
HS
3504
HighVista Strategies
Massachusetts
$4.36M -$129K -628 -3%
MWP
3505
Meridian Wealth Partners
Pennsylvania
$4.36M +$142K +690 +3%
AWM
3506
Abound Wealth Management
Tennessee
$4.34M -$574K -2,793 -11%
SAA
3507
Southeast Asset Advisors
Georgia
$4.34M +$110K +533 +3%
PWM
3508
Peterson Wealth Management
Nevada
$4.33M +$531K +2,582 +14%
FC
3509
Fusion Capital
South Carolina
$4.33M +$136K +661 +3%
PG
3510
Prostatis Group
Maryland
$4.32M -$995K -4,841 -18%
WFMPM
3511
Woodley Farra Manion Portfolio Management
Indiana
$4.32M +$34.5K +168 +0.8%
BCM
3512
Barden Capital Management
Texas
$4.31M -$1.93M -9,394 -30%
SFS
3513
Solitude Financial Services
Virginia
$4.31M -$350K -1,700 -7%
RLH
3514
RD Lewis Holdings
Florida
$4.31M +$151K +732 +4%
PRS
3515
Pinkerton Retirement Specialists
Idaho
$4.3M +$4.31M +20,966 +566%
EWM
3516
Evermay Wealth Management
Virginia
$4.3M +$65.6K +319 +2%
MC
3517
Matters Capital
Florida
$4.3M -$509K -2,476 -10%
HC
3518
Hamilton Capital
Ohio
$4.3M -$213K -1,038 -5%
JJBC
3519
James J. Burns & Company
New York
$4.3M +$125K +607 +3%
KSB
3520
Kennebec Savings Bank
Maine
$4.29M +$53.3K +259 +1%
IPWA
3521
International Private Wealth Advisors
California
$4.28M +$1.09M +5,320 +33%
MCM
3522
Militia Capital Management
Texas
$4.28M +$380K +1,850 +9%
PWMA
3523
Pension & Wealth Management Advisors
Massachusetts
$4.27M +$493K +2,399 +13%
DWS
3524
Discipline Wealth Solutions
South Carolina
$4.27M +$84.1K +409 +2%
CWA
3525
Choice Wealth Advisors
Maine
$4.26M +$65.8K +320 +2%
139 140
141
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