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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3401
Liberty Capital Management
Michigan
$290K +$231K +718 New
KNFPWM
3402
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$290K +$231K +718 New
DC
3403
Dorval Corp
Minnesota
$290K +$231K +717 New
MCM
3404
Mengis Capital Management
Oregon
$290K +$231K +717 New
PWM
3405
Puff Wealth Management
New Jersey
$289K +$230K +716 New
FCM
3406
Firestone Capital Management
Florida
$289K +$230K +715 New
SIM
3407
Seaview Investment Managers
Florida
$288K +$230K +714 New
EWM
3408
Elmwood Wealth Management
California
$288K -$43.4K -135 -16%
WH
3409
Willner & Heller
California
$288K +$229K +713 New
AIM
3410
Avity Investment Management
Connecticut
$288K +$229K +712 New
WW
3411
Windle Wealth
Oklahoma
$287K +$228K +710 New
PHWM
3412
Pine Harbor Wealth Management
Maryland
$287K -$106K -330 -32%
NC
3413
Napatree Capital
Rhode Island
$287K +$228K +710 New
TSMHT
3414
Thurston Springer Miller Herd & Titak
Indiana
$287K +$56.6K +176 +33%
DF
3415
Define Financial
California
$286K +$228K +709 New
AGP
3416
Aspire Growth Partners
Florida
$286K +$232K +720 New
W
3417
WorthPointe
California
$286K +$228K +709 New
AAG
3418
Armstrong Advisory Group
Massachusetts
$286K -$151K -470 -40%
PPW
3419
PACK Private Wealth
Minnesota
$286K +$227K +707 New
LWM
3420
Level Wealth Management
North Carolina
$286K +$227K +707 New
GIA
3421
Goodwin Investment Advisory
Georgia
$285K +$227K +706 New
WCM
3422
Warburton Capital Management
Oklahoma
$285K +$227K +706 New
CPL
3423
Capital & Planning LLC
Georgia
$285K +$227K +705 New
SIC
3424
SFE Investment Counsel
California
$285K -$25.7K -80 -10%
CCA
3425
Cooper Capital Advisors
California
$284K +$227K +704 New
135 136
137
138 139