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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
5026
Schiavi & Co
Delaware
$226K – – –
FS
5027
Ferguson Shapiro
Georgia
$226K +$232K +1,682 New
GWA
5028
Gutierrez Wealth Advisory
Arkansas
$224K +$230K +1,668 New
TAM
5029
Tealwood Asset Management
Minnesota
$224K +$230K +1,668 New
ES
5030
ETF Store
Kansas
$224K -$282K -2,049 -55%
IRC
5031
Investors Research Corp
Georgia
$223K -$13.8K -100 -6%
TWP
5032
Tower Wealth Partners
Pennsylvania
$223K +$229K +1,661 New
VF
5033
Vawter Financial
Ohio
$221K +$227K +1,648 New
DFG
5034
Dupree Financial Group
Kentucky
$221K -$46.7K -339 -17%
SWM
5035
Seaside Wealth Management
California
$221K +$226K +1,642 New
GFM
5036
GEN Financial Management
Minnesota
$220K +$226K +1,639 New
VF
5037
Vista Finance
Missouri
$220K -$26.2K -190 -10%
MAA
5038
Mraz Amerine & Associates
California
$218K +$224K +1,625 New
TIM
5039
Thompson Investment Management
Wisconsin
$218K +$276 +2 +0.1%
ERIM
5040
Eagle Ridge Investment Management
Connecticut
$217K +$223K +1,618 New
PFG
5041
Pacific Financial Group
Washington
$216K +$222K +1,611 New
FPCG
5042
Forum Private Client Group
Indiana
$216K +$222K +1,608 New
TF
5043
Tenon Financial
New Jersey
$216K +$215K +1,560 New
CCM
5044
Check Capital Management
California
$215K +$221K +1,600 New
CT
5045
ClearAlpha Technologies
Connecticut
$215K -$327K -2,370 -60%
MIOT
5046
Massachusetts Institute of Technology
Massachusetts
$215K +$221K +1,600 New
LFWA
5047
LBJ Family Wealth Advisors
Texas
$214K +$219K +1,592 New
AL
5048
ADE LLC
Maryland
$214K +$219K +1,590 New
SA
5049
swisspartners Advisors
Switzerland
$213K – – –
PIM
5050
Platinum Investment Management
Australia
$212K +$114K +826 +109%
200 201
202
203 204