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Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
3476
Pring Turner Capital Group
California
$262K +$209K +650 New
SWP
3477
Significant Wealth Partners
Illinois
$262K -$44.7K -139 -18%
FYW
3478
Future You Wealth
New York
$261K +$208K +647 New
SDWIA
3479
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$261K +$208K +647 New
PEA
3480
Park Edge Advisors
Ohio
$261K +$208K +646 New
PCM
3481
Permanent Capital Management
Illinois
$261K +$208K +646 New
AWM
3482
Ameliora Wealth Management
Switzerland
$260K +$151K +470 +269%
EFG
3483
Elm3 Financial Group
Georgia
$260K +$207K +644 New
OFP
3484
OLIO Financial Planning
Virginia
$259K -$75.3K -234 -27%
SAM
3485
Sequent Asset Management
Texas
$259K +$207K +642 New
KCM
3486
Kanawha Capital Management
Virginia
$258K +$206K +640 New
MWM
3487
Momentous Wealth Management
Washington
$258K +$206K +639 New
ATFA
3488
All Terrain Financial Advisors
Minnesota
$258K +$205K +638 New
TA
3489
Tectonic Advisors
Texas
$257K +$205K +636 New
JFG
3490
JDM Financial Group
Texas
$256K – – –
GF
3491
Gabelli Funds
New York
$256K +$204K +635 New
WKWM
3492
Walter & Keenan Wealth Management
Indiana
$256K +$204K +634 New
BCM
3493
Blume Capital Management
California
$256K – – –
RWA
3494
Roberts Wealth Advisors
California
$255K +$192K +596 New
CI
3495
Cavalier Investments
Georgia
$255K +$203K +631 New
WIA
3496
Wetzel Investment Advisors
Indiana
$254K -$62.1K -193 -23%
GA
3497
Greenspring Advisors
Maryland
$254K +$203K +630 New
PFT
3498
Providence First Trust
Arizona
$254K +$203K +630 New
SIA
3499
SGL Investment Advisors
Montana
$254K -$105K -327 -30%
GJIA
3500
Glass Jacobson Investment Advisors
Maryland
$254K +$62.1K +193 +44%
138 139
140
141 142