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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
4926
Quaker Wealth Management
New Jersey
$506K -$4.24M -24,302 -90%
VWA
4927
Valued Wealth Advisors
Utah
$505K +$20.6K +118 +5%
BDPWM
4928
Barnes Dennig Private Wealth Management
Ohio
$505K +$42K +241 +10%
RIM
4929
RW Investment Management
Idaho
$504K -$50.9K -292 -10%
SA
4930
Seneschal Advisors
Washington
$504K +$60.7K +348 +15%
ACH
4931
ArrowMark Colorado Holdings
Colorado
$502K – – –
EWA
4932
Elevate Wealth Advisory
Georgia
$501K -$7.15K -41 -2%
GPWA
4933
Great Point Wealth Advisors
Massachusetts
$500K +$467K +2,680 New
JSA
4934
Jim Saulnier & Associates
Colorado
$497K +$160K +916 +52%
GVCM
4935
Global View Capital Management
Wisconsin
$495K -$893K -5,121 -66%
CL
4936
COWA LLC
Oklahoma
$495K +$11.3K +65 +3%
HFA
4937
Hippocratic Financial Advisors
California
$494K -$1.22K -7 -0.3%
TCOK
4938
Trust Company of Kansas
Kansas
$494K +$45.1K +259 +11%
THL
4939
Tillman Hartley LLC
Colorado
$493K -$95K -545 -17%
LSWM
4940
Lorne Steinberg Wealth Management
Canada
$493K -$45.3K -260 -9%
SRCM
4941
Signature Resources Capital Management
California
$493K +$57.5K +330 +14%
MF
4942
Montis Financial
Massachusetts
$492K -$359K -2,058 -44%
AFA
4943
Arlington Financial Advisors
California
$491K +$32.8K +188 +8%
SWM
4944
Stark Wealth Management
Pennsylvania
$490K -$1.22K -7 -0.3%
AWM
4945
Act Wealth Management
Texas
$490K -$176K -1,008 -28%
ACM
4946
Aurdan Capital Management
Pennsylvania
$489K +$30.5K +175 +7%
BI
4947
BFI Infinity
Switzerland
$489K – – –
SC
4948
Steph & Co
Wisconsin
$488K +$113K +650 +33%
LG
4949
LaFleur & Godfrey
Michigan
$488K -$67.3K -386 -13%
SA
4950
Sylvest Advisors
Texas
$487K -$132K -759 -23%
196 197
198
199 200