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Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
2526
Renaissance Investment Group
Massachusetts
$209K – – –
6F
2527
626 Financial
Michigan
$209K +$220K +789 New
WFA
2528
WestHill Financial Advisors
California
$209K +$220K +789 New
BHWM
2529
Bar Harbor Wealth Management
New Hampshire
$208K -$211K -756 -49%
FBC
2530
Fairfield, Bush & Co
Connecticut
$208K -$41.9K -150 -16%
AIM
2531
Avity Investment Management
Connecticut
$208K +$219K +783 New
KLCM
2532
KG&L Capital Management
Louisiana
$208K +$219K +785 New
3F
2533
360 Financial
Minnesota
$208K +$220K +786 New
BIM
2534
Bullseye Investment Management
Ohio
$208K +$220K +786 New
FLA
2535
Financial Life Advisors
Texas
$208K +$220K +786 New
GG
2536
GenWealth Group
New Jersey
$208K +$220K +786 New
SPAS
2537
Spectrum Planning & Advisory Services
California
$207K +$218K +780 New
HC
2538
Henshaw Capital
Massachusetts
$206K +$217K +777 New
KWM
2539
Kanen Wealth Management
Florida
$205K +$216K +774 New
MA
2540
MAS Advisors
Florida
$205K -$92.2K -330 -30%
SIG
2541
Spinnaker Investment Group
California
$205K +$214K +765 New
FA
2542
Financial Advisors
Massachusetts
$204K – – –
BOC
2543
Bull Oak Capital
California
$204K +$214K +768 New
NFG
2544
Norris Financial Group
South Carolina
$204K +$214K +768 New
BBPWM
2545
Blue Bell Private Wealth Management
Pennsylvania
$203K +$10.3K +37 +5%
LRWA
2546
Long Run Wealth Advisors
New York
$203K +$214K +765 New
NF
2547
Nikulski Financial
Iowa
$203K +$214K +765 New
JWM
2548
Jackson Wealth Management
Florida
$202K +$212K +760 New
FWM
2549
Fortress Wealth Management
California
$202K +$213K +762 New
WHCI
2550
W.H. Cornerstone Investments
Massachusetts
$202K +$261K +935 New
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102
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