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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
3676
Institutional & Family Asset Management
Colorado
$591K +$42K +580 +10%
DC
3677
Destiny Capital
Colorado
$590K – – –
FG
3678
Fairman Group
Pennsylvania
$589K -$286K -3,950 -38%
BRA
3679
Biechele Royce Advisors
Indiana
$588K -$80.5K -1,110 -15%
PIM
3680
Provident Investment Management
Michigan
$587K -$36.2K -500 -7%
VPP
3681
Vertex Planning Partners
Illinois
$586K -$44.2K -610 -9%
AI
3682
ArchPoint Investors
Florida
$586K – – –
AW
3683
Atlas Wealth
Ohio
$585K +$104K +1,430 +28%
PFA
3684
Pettinga Financial Advisors
Indiana
$585K +$469K +6,470 New
RK
3685
Rather & Kittrell
Tennessee
$585K +$52.2K +720 +13%
SWMG
3686
Sanchez Wealth Management Group
Florida
$584K -$368K -5,080 -44%
RI
3687
RWWM Inc
California
$584K +$468K +6,460 New
CAM
3688
Clark Asset Management
New Hampshire
$583K -$33.3K -460 -7%
ICM
3689
Islay Capital Management
Texas
$583K – – –
GCIM
3690
Gunn & Company Investment Management
Florida
$582K -$550K -7,590 -54%
BZWA
3691
Blue Zone Wealth Advisors
California
$582K +$18.1K +250 +4%
PSFG
3692
Prairie Sky Financial Group
Illinois
$578K +$5.8K +80 +1%
AWA
3693
Archvest Wealth Advisors
California
$577K +$58.7K +810 +15%
MC
3694
Marest Capital
California
$576K +$462K +6,370 New
AA
3695
ACT Advisors
North Carolina
$575K -$24.6K -340 -5%
IF
3696
Ironwood Financial
Arizona
$574K +$4.35K +60 +1%
AWP
3697
Avid Wealth Partners
Texas
$573K -$221K -3,050 -32%
AWM
3698
Absher Wealth Management
North Carolina
$573K -$26.1K -360 -5%
MLA
3699
MB, Levis & Associates
Pennsylvania
$573K – – –
KA
3700
Kure Advisory
Minnesota
$571K -$959K -13,230 -68%
146 147
148
149 150