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Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
3451
Nabity-Jensen Investment Management
Nebraska
$301K – – –
BFPW
3452
BOK Financial Private Wealth
Colorado
$300K – – –
E3F
3453
Eight 31 Financial
Texas
$300K +$234K +675 New
LFA
3454
Level Financial Advisors
New York
$300K – – –
PCM
3455
Permanent Capital Management
Illinois
$300K +$234K +674 New
IWP
3456
Innova Wealth Partners
Pennsylvania
$299K -$26K -75 -10%
KCM
3457
Kanawha Capital Management
Virginia
$299K +$233K +673 New
WFG
3458
Wills Financial Group
Virginia
$298K +$347 +1 +0.1%
MP
3459
Moment Partners
California
$298K +$12.1K +35 +6%
BHA
3460
Beech Hill Advisors
New York
$298K +$232K +670 New
RWM
3461
Refined Wealth Management
Utah
$297K – – –
TAM
3462
TCP Asset Management
Ohio
$297K +$232K +668 New
LSL
3463
Legacy Solutions LLC
Pennsylvania
$296K -$1.39K -4 -0.6%
TWM
3464
Topsail Wealth Management
North Carolina
$296K +$5.55K +16 +2%
WAM
3465
Worth Asset Management
Texas
$296K -$1.05M -3,023 -82%
BF
3466
Brogan Financial
Tennessee
$296K -$285K -823 -55%
PTCG
3467
Pring Turner Capital Group
California
$296K +$5.2K +15 +2%
EB
3468
Exchange Bank
California
$296K +$231K +665 New
FWP
3469
Fiduciary Wealth Partners
Massachusetts
$295K +$230K +664 New
ABLA
3470
Alan B. Lancz & Associates
Ohio
$295K -$34.7K -100 -13%
FM
3471
Foster & Motley
Ohio
$294K +$229K +660 New
SWM
3472
Schwallier Wealth Management
Michigan
$294K +$3.81K +11 +2%
TFG
3473
Taylor Financial Group
Virginia
$294K -$31.2K -90 -12%
WCM
3474
WealthTrak Capital Management
Virginia
$294K +$18.7K +54 +9%
PBF
3475
Petix & Botte Financial
California
$294K – – –
137 138
139
140 141