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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
5501
Holland Advisory Services
Florida
$376K – – –
ACM
5502
Alamar Capital Management
California
$376K – – –
MFN
5503
Midwest Financial Network
Illinois
$374K -$9.31K -50 -2%
TWA
5504
Trellis Wealth Advisors
California
$373K +$372K +2,000 New
APCM
5505
Alaska Permanent Capital Management
Alaska
$373K – – –
IMA
5506
Investment Management Associates
Colorado
$373K – – –
SFO
5507
Standard Family Office
South Dakota
$373K – – –
VWMG
5508
Virginia Wealth Management Group
Virginia
$373K – – –
WA
5509
Wilmar Advisors
Florida
$373K – – –
BPMC
5510
Buckland Partners Management Co
New York
$373K +$372K +2,000 New
DT
5511
DBA Trading
Florida
$373K +$372K +2,000 New
TFG
5512
Tilson Financial Group
New Jersey
$372K +$38.3K +206 +12%
JF
5513
Joule Financial
Kentucky
$372K -$58.3K -313 -14%
SWA
5514
Sightline Wealth Advisors
Connecticut
$372K +$371K +1,995 New
CWM
5515
Chronos Wealth Management
Florida
$372K +$9.31K +50 +3%
DMIC
5516
Dixon Mitchell Investment Counsel
British Columbia, Canada
$372K +$371K +1,992 New
PMIM
5517
Prudent Man Investment Management
Colorado
$369K +$101K +541 +38%
NA
5518
Nottingham Advisors
New York
$366K +$33.5K +180 +5%
PWA
5519
Principia Wealth Advisory
Texas
$365K +$129K +694 +55%
PWP
5520
Phillips Wealth Planners
Mississippi
$364K -$47.3K -254 -11%
RIM
5521
Reliant Investment Management
Tennessee
$364K -$46.5K -250 -11%
TCOK
5522
Trust Company of Kansas
Kansas
$364K -$130K -699 -26%
OAM
5523
Oxford Asset Management
United Kingdom
$363K +$363K +1,949 New
FIM
5524
Freedom Investment Management
Connecticut
$363K -$674K -3,621 -65%
LAMC
5525
Longview Asset Management (California)
California
$362K – – –
219 220
221
222 223