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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
5126
Bullseye Investment Management
Ohio
$329K – – –
SA
5127
swisspartners Advisors
Switzerland
$327K – – –
CWM
5128
ClientFirst Wealth Management
Arkansas
$327K – – –
FS
5129
Ferguson Shapiro
Georgia
$326K +$872 +5 +0.3%
KBG
5130
Kahn Brothers Group
New York
$325K +$303K +1,740 New
AC
5131
Annandale Capital
Texas
$324K -$10.8K -62 -3%
MFS
5132
Madrid Financial Services
California
$322K +$301K +1,728 New
JSA
5133
Jacobson & Schmitt Advisors
Wisconsin
$321K +$300K +1,720 New
BSTWA
5134
Blake Schutter Theil Wealth Advisors
Ohio
$321K -$56.3K -323 -16%
KWM
5135
Kiker Wealth Management
Georgia
$320K +$12.4K +71 +4%
ATC
5136
Advantage Trust Company
Kansas
$318K -$261K -1,500 -47%
OPPS
5137
Obsidian Personal Planning Solutions
Maryland
$318K +$28.2K +162 +11%
PA
5138
Promethium Advisors
Maryland
$317K +$296K +1,700 New
LFA
5139
LGT Financial Advisors
Texas
$317K -$10.5K -60 -3%
KWM
5140
Kaydan Wealth Management
Michigan
$316K +$1.05K +6 +0.4%
TFG
5141
Team Financial Group
California
$316K +$174 +1 +0.1%
SF
5142
SWP Financial
California
$315K -$25.8K -148 -8%
FF
5143
Financial Futures
New Jersey
$315K +$294K +1,686 New
SIC
5144
Sage Investment Counsel
Tennessee
$314K – – –
MS
5145
Marshall & Sullivan
Washington
$313K – – –
TIM
5146
Thompson Investment Management
Wisconsin
$313K +$9.41K +54 +3%
CWM
5147
Compass Wealth Management
Connecticut
$310K +$13.9K +80 +5%
IWM
5148
Inlight Wealth Management
Georgia
$310K – – –
PIS
5149
POM Investment Strategies
North Carolina
$308K -$7.67K -44 -3%
WHCFA
5150
William Howard & Co Financial Advisors
Tennessee
$308K -$162K -930 -36%
204 205
206
207 208