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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
4501
Loudon Investment Management
New Hampshire
$226K – – –
CA
4502
Cortland Associates
Missouri
$225K +$5.91K +50 +3%
AIM
4503
Alhambra Investment Management
Florida
$223K +$15.4K +130 +8%
FW
4504
FullCircle Wealth
Texas
$223K -$91.8K -777 -33%
AWP
4505
Accretive Wealth Partners
New Jersey
$222K -$63.8K -540 -23%
CWM
4506
Chronos Wealth Management
Florida
$222K +$16.8K +142 +8%
VF
4507
Vista Finance
Missouri
$222K +$216K +1,826 New
SAMC
4508
Spectrum Asset Management (California)
California
$221K – – –
BF
4509
Brogan Financial
Tennessee
$220K – – –
SJL
4510
Shayne & Jacobs LLC
Tennessee
$219K -$17.7K -150 -8%
DMC
4511
Drexel Morgan & Co
Pennsylvania
$219K – – –
RPA
4512
Rock Point Advisors
Vermont
$217K -$59.1K -500 -22%
SPWM
4513
Straight Path Wealth Management
Michigan
$217K +$211K +1,789 New
DMBA
4514
Deseret Mutual Benefit Administrators
Utah
$217K -$33.3K -282 -14%
SC
4515
Soundwatch Capital
Connecticut
$217K +$211K +1,783 New
SG
4516
Strid Group
Pennsylvania
$215K -$34.3K -290 -14%
IRC
4517
Investors Research Corp
Georgia
$214K +$35.4K +300 +21%
NPI
4518
New Perspectives Inc
Mississippi
$214K – – –
KLI
4519
Kelman-Lazarov Inc
Tennessee
$214K +$3.54K +30 +2%
CWR
4520
Chico Wealth RIA
California
$213K +$207K +1,754 New
SCI
4521
Stableford Capital II
Arizona
$209K -$59.1K -500 -24%
JGUA
4522
John G. Ullman & Associates
New York
$208K +$202K +1,710 New
SIAS
4523
Summit Investment Advisory Services
Minnesota
$207K -$594K -5,030 -75%
SCP
4524
Sender Company & Partners
New York
$207K +$201K +1,704 New
BWM
4525
Boyd Wealth Management
California
$206K +$201K +1,700 New
179 180
181
182 183