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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
5776
Ping Capital Management
New York
$205K +$205K +1,100 New
MCCM
5777
Morgan Creek Capital Management
North Carolina
$205K +$204K +1,097 New
DAM
5778
DLD Asset Management
New York
$204K +$204K +1,096 New
BS
5779
Brighton Securities
New York
$203K – – –
ASCM
5780
Adkins Seale Capital Management
Louisiana
$202K +$202K +1,085 New
FA
5781
Freestate Advisors
Kansas
$202K +$201K +1,082 New
HFS
5782
Hopwood Financial Services
Virginia
$202K -$44.9K -241 -18%
NPPM
5783
North Point Portfolio Managers
Ohio
$201K +$201K +1,078 New
CPWM
5784
Cypress Point Wealth Management
Texas
$201K +$200K +1,075 New
GFA
5785
Grunden Financial Advisory
Texas
$200K -$63.5K -341 -24%
TWM
5786
Trinity Wealth Management
Pennsylvania
$200K +$200K +1,073 New
FCMT
5787
Founders Capital Management (Texas)
Texas
$194K – – –
AI
5788
Atomic Invest
New York
$194K +$192K +1,033 New
AIA
5789
Arcadia Investment Advisors
Idaho
$192K – – –
RBC
5790
Rye Brook Capital
Connecticut
$187K – – –
NOI
5791
Newton One Investments
Delaware
$187K +$186K +1,000 New
GCM
5792
Gladstone Capital Management
United Kingdom
$187K – – –
OBWP
5793
O'Brien Wealth Partners
Massachusetts
$186K -$12.7K -68 -6%
GCM
5794
Glynn Capital Management
California
$185K +$6.51K +35 +4%
1IA
5795
1620 Investment Advisors
Massachusetts
$184K -$10.4K -56 -5%
IA
5796
IFS Advisors
Kansas
$182K -$20.1K -108 -10%
MCM
5797
MidAtlantic Capital Management
Virginia
$182K +$181K +975 New
ZC
5798
Zeit Capital
Colorado
$168K – – –
LIA
5799
Luken Investment Analytics
Tennessee
$167K +$50.6K +272 +44%
DRP
5800
Decker Retirement Planning
Utah
$164K -$140K -752 -46%
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