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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
5651
EPIQ Partners
Minnesota
$281K +$281K +1,509 New
CB
5652
Centennial Bank
Arkansas
$281K – – –
GCIA
5653
Gabelli & Co Investment Advisers
New York
$280K +$279K +1,500 New
CWAG
5654
Compton Wealth Advisory Group
Virginia
$280K -$55.8K -300 -17%
TP
5655
Trailhead Planners
Minnesota
$280K +$279K +1,499 New
SIM
5656
Sterling Investment Management
Arizona
$279K – – –
MIM
5657
Miller Investment Management
Pennsylvania
$279K – – –
TCM
5658
Twele Capital Management
Minnesota
$279K – – –
AWM
5659
Absher Wealth Management
North Carolina
$278K -$272K -1,461 -49%
LSC
5660
Lesa Sroufe & Co
Washington
$277K -$81K -435 -23%
WBCM
5661
Wilson & Boucher Capital Management
California
$277K -$64.4K -346 -19%
CFS
5662
CGC Financial Services
Oregon
$277K +$43.4K +233 +19%
BOC
5663
Bull Oak Capital
California
$276K -$19.5K -105 -7%
PPWM
5664
Premier Private Wealth Management
Florida
$276K +$277K +1,486 New
DC
5665
Dahring Cusmano
Michigan
$275K -$86K -462 -24%
A
5666
AlphaQuest
New York
$275K -$1.85M -9,945 -87%
SC
5667
Searle & Co
Connecticut
$274K +$50.3K +270 +23%
TFP
5668
Triune Financial Partners
Kansas
$274K +$8.75K +47 +3%
WFS
5669
Weitzel Financial Services
Iowa
$274K +$10.1K +54 +4%
BFS
5670
Burrus Financial Services
Utah
$273K +$197K +1,057 New
RC
5671
Randolph Company
Ohio
$272K +$5.21K +28 +2%
JWBC
5672
John W. Brooker & Co
California
$271K -$139K -749 -34%
SG
5673
Sharper & Granite
California
$271K – – –
ZRP
5674
Zynergy Retirement Planning
New Jersey
$270K +$13.6K +73 +5%
AC
5675
Annandale Capital
Texas
$270K -$54.2K -291 -17%
225 226
227
228 229