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Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
4426
Strategic Equity Management
Arizona
$268K +$48.3K +409 +23%
MA
4427
MSA Advisors
California
$267K – – –
FCM
4428
Firestone Capital Management
Florida
$266K +$1.06K +9 +0.4%
ERIC
4429
Eagle Rock Investment Company
Georgia
$266K +$258K +2,186 New
PSIWM
4430
Paradigm Strategies in Wealth Management
Minnesota
$265K +$258K +2,184 New
FSC
4431
Full Sail Capital
Oklahoma
$265K +$258K +2,180 New
WAC
4432
William Allan Corp
Colorado
$264K -$591 -5 -0.2%
AAM
4433
Auxier Asset Management
Oregon
$263K -$54.9K -465 -18%
PA
4434
Prism Advisors
California
$263K -$286K -2,424 -53%
HA
4435
Hamel Associates
New Jersey
$262K +$236 +2 +0.1%
CWI
4436
Conscious Wealth Investments
Florida
$261K -$36.3K -307 -14%
TLFA
4437
True Link Financial Advisors
California
$261K -$47K -398 -16%
SPA
4438
Sentinel Pension Advisors
Massachusetts
$261K +$4.72K +40 +2%
BCA
4439
Ballentine Capital Advisors
South Carolina
$261K – – –
LSWM
4440
Lorne Steinberg Wealth Management
Canada
$260K -$165K -1,395 -39%
GWM
4441
Global Wealth Management
New Jersey
$260K +$253K +2,141 New
OPPS
4442
Obsidian Personal Planning Solutions
Maryland
$260K -$17.4K -147 -7%
NPPM
4443
North Point Portfolio Managers
Ohio
$260K +$24.8K +210 +11%
PWP
4444
PrairieView Wealth Partners
Illinois
$259K – – –
SDJVC
4445
St. Denis J. Villere & Co
Louisiana
$257K +$250K +2,120 New
I
4446
IMPACTfolio
Colorado
$257K -$126K -1,063 -33%
HCM
4447
Hutchinson Capital Management
California
$256K +$29.3K +248 +13%
TC
4448
TAP Consulting
Missouri
$256K -$5.55K -47 -2%
AWA
4449
Authentikos Wealth Advisory
California
$256K -$73.2K -620 -23%
HSA
4450
Hussman Strategic Advisors
Maryland
$255K – – –
176 177
178
179 180