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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3851
Aquire Wealth Advisors
Utah
$223K +$209K +4,500 New
TFCP
3852
Twin Focus Capital Partners
Massachusetts
$222K -$473K -10,200 -69%
SWG
3853
Summit Wealth Group
Vermont
$222K +$208K +4,490 New
MM
3854
MQS Management
New York
$222K -$153K -3,310 -42%
OLVIG
3855
Oliver Lagore Vanvalin Investment Group
Michigan
$221K +$55.6K +1,200 +37%
BDFN
3856
Bond & Devick Financial Network
Minnesota
$220K +$206K +4,450 New
CWM
3857
Concentric Wealth Management
California
$220K +$206K +4,450 New
VV
3858
Verity & Verity
South Carolina
$220K +$206K +4,450 New
AC
3859
Annandale Capital
Texas
$220K +$206K +4,440 New
CFFP
3860
Center for Financial Planning
Michigan
$220K – – –
AW
3861
Atlas Wealth
Ohio
$219K – – –
FAM
3862
Family Asset Management
South Carolina
$219K +$205K +4,420 New
JLBC
3863
J.L. Bainbridge & Co
Florida
$218K -$13.9K -300 -6%
AAMA
3864
Advanced Asset Management Advisors
Ohio
$218K +$204K +4,400 New
IVP
3865
Intrinsic Value Partners
Arizona
$218K +$204K +4,400 New
TA
3866
TrueWealth Advisors
Alabama
$217K -$23.6K -510 -10%
BBW
3867
Blue Barn Wealth
Utah
$217K +$203K +4,390 New
LSWM
3868
Lorne Steinberg Wealth Management
Canada
$217K +$203K +4,390 New
DI
3869
DDFG Inc
California
$217K +$203K +4,380 New
MWA
3870
Martel Wealth Advisors
Washington
$217K +$203K +4,380 New
WFA
3871
Woodward Financial Advisors
North Carolina
$217K +$203K +4,380 New
FWMM
3872
Foundation Wealth Management (Missouri)
Missouri
$216K +$203K +4,370 New
CAM
3873
Chesapeake Asset Management
New York
$216K -$111K -2,400 -35%
PAS
3874
Point72 Asia (Singapore)
Singapore
$216K +$202K +4,360 New
NA
3875
Nottingham Advisors
New York
$215K +$202K +4,350 New
153 154
155
156 157