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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3801
Sage Investment Advisers
New York
$242K +$226K +4,880 New
BWM
3802
Brown Wealth Management
Illinois
$242K – – –
CIM
3803
Confluence Investment Management
Missouri
$241K -$162K -3,490 -42%
CJ
3804
Caitlin John
Michigan
$241K +$226K +4,870 New
HFS
3805
Hoge Financial Services
Pennsylvania
$240K +$225K +4,850 New
SWM
3806
Sanctuary Wealth Management
Idaho
$240K -$32K -690 -12%
AIM
3807
Athena Investment Management
California
$239K – – –
DCM
3808
Davis Capital Management
Florida
$238K +$223K +4,810 New
PWA
3809
Peterson Wealth Advisors
Utah
$238K +$223K +4,810 New
CIA
3810
Cohen Investment Advisors
New Hampshire
$238K – – –
MIM
3811
Montgomery Investment Management
Maryland
$238K – – –
RA
3812
Ruggaard & Associates
Ohio
$238K +$222K +4,800 New
FPF
3813
First Pacific Financial
Washington
$237K – – –
WA
3814
Win Advisors
Florida
$237K +$222K +4,780 New
SWM
3815
Silverlake Wealth Management
Vermont
$237K -$168K -3,620 -43%
BF
3816
Brooklyn FI
New York
$236K -$66.7K -1,440 -23%
AAM
3817
Austin Asset Management
Texas
$236K – – –
HCM
3818
Hudson Capital Management
New Jersey
$236K – – –
LJCM
3819
Lee Johnson Capital Management
Texas
$234K +$219K +4,730 New
FWM
3820
FSA Wealth Management
Massachusetts
$234K – – –
AWP
3821
Atlas Wealth Partners
Pennsylvania
$234K +$177K +3,830 New
IFA
3822
Index Fund Advisors
California
$234K -$162K -3,500 -43%
GA
3823
Gordian Advisors
Arizona
$234K +$219K +4,720 New
HAC
3824
Harbor Advisory Corp
New Hampshire
$233K – – –
GA
3825
GoalVest Advisory
New York
$233K +$52.8K +1,140 +32%
151 152
153
154 155