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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3401
Mengis Capital Management
Oregon
$290K +$231K +717 New
PWM
3402
Puff Wealth Management
New Jersey
$289K +$230K +716 New
FCM
3403
Firestone Capital Management
Florida
$289K +$230K +715 New
SIM
3404
Seaview Investment Managers
Florida
$288K +$230K +714 New
EWM
3405
Elmwood Wealth Management
California
$288K -$43.4K -135 -16%
WH
3406
Willner & Heller
California
$288K +$229K +713 New
AIM
3407
Avity Investment Management
Connecticut
$288K +$229K +712 New
WW
3408
Windle Wealth
Oklahoma
$287K +$228K +710 New
PHWM
3409
Pine Harbor Wealth Management
Maryland
$287K -$106K -330 -32%
NC
3410
Napatree Capital
Rhode Island
$287K +$228K +710 New
TSMHT
3411
Thurston Springer Miller Herd & Titak
Indiana
$287K +$56.6K +176 +33%
DF
3412
Define Financial
California
$286K +$228K +709 New
AGP
3413
Aspire Growth Partners
Florida
$286K +$232K +720 New
W
3414
WorthPointe
California
$286K +$228K +709 New
AAG
3415
Armstrong Advisory Group
Massachusetts
$286K -$151K -470 -40%
PPW
3416
PACK Private Wealth
Minnesota
$286K +$227K +707 New
LWM
3417
Level Wealth Management
North Carolina
$286K +$227K +707 New
GIA
3418
Goodwin Investment Advisory
Georgia
$285K +$227K +706 New
WCM
3419
Warburton Capital Management
Oklahoma
$285K +$227K +706 New
CPL
3420
Capital & Planning LLC
Georgia
$285K +$227K +705 New
SIC
3421
SFE Investment Counsel
California
$285K -$25.7K -80 -10%
CCA
3422
Cooper Capital Advisors
California
$284K +$227K +704 New
MWM
3423
Mascagni Wealth Management
Mississippi
$284K +$353K +1,096 New
SFS
3424
Symphony Financial Services
Ohio
$283K -$330K -1,025 -62%
LHC
3425
Little House Capital
Massachusetts
$283K +$226K +701 New
135 136
137
138 139