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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
4176
Bullseye Investment Management
Ohio
$390K -$172K -1,703 -34%
EW
4177
Element Wealth
Mississippi
$390K -$28.9K -286 -8%
TWM
4178
TMD Wealth Management
Arizona
$389K +$319K +3,151 New
PM
4179
Phraction Management
Connecticut
$387K – – –
TFM
4180
Trademark Financial Management
Minnesota
$385K +$6.07K +60 +2%
PFA
4181
Peak Financial Advisors
Colorado
$385K -$32.6K -322 -9%
SIAM
4182
Sterling Investment Advisors (Missouri)
Missouri
$385K -$185K -1,834 -37%
LG
4183
LaFleur & Godfrey
Michigan
$383K -$50.6K -500 -14%
V
4184
VeraBank
Texas
$383K – – –
CAM
4185
Campion Asset Management
Virginia
$382K – – –
FFIC
4186
First Fiduciary Investment Counsel
Ohio
$381K – – –
AFGAS
4187
Allegiance Financial Group Advisory Services
Virginia
$381K -$76.5K -757 -20%
CCA
4188
Conservest Capital Advisors
Pennsylvania
$379K -$382K -3,780 -90%
EU
4189
Emory University
Georgia
$379K +$2.43K +24 +0.8%
WFPG
4190
Waller Financial Planning Group
Ohio
$378K +$309K +3,061 New
CI
4191
Ceera Investments
Texas
$378K – – –
WWP
4192
Waypoint Wealth Partners
California
$378K – – –
ATC
4193
Advantage Trust Company
Kansas
$378K -$7.08K -70 -2%
GS
4194
Gagnon Securities
New York
$378K -$199K -1,972 -39%
IWM
4195
Integris Wealth Management
California
$378K -$404 -4 -0.1%
AP
4196
Aspect Partners
Virginia
$376K -$15.6K -154 -5%
SHFA
4197
SC&H Financial Advisors
Maryland
$376K -$40.3K -399 -12%
CAM
4198
Chesapeake Asset Management
New York
$374K -$2.34M -23,160 -88%
PWA
4199
Peterson Wealth Advisors
Utah
$372K -$61.3K -606 -17%
AWP
4200
Atlas Wealth Partners
Pennsylvania
$372K -$99.6K -985 -25%
166 167
168
169 170