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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3526
Montgomery Investment Management
Maryland
$276K +$215K +620 New
SWIA
3527
Solano Wealth Investment Advisors
California
$276K +$215K +620 New
NA
3528
Note Advisors
New York
$275K +$215K +619 New
RBC
3529
Roble Belko & Company
Pennsylvania
$274K +$11.1K +32 +5%
MFG
3530
Mann Financial Group
Minnesota
$274K +$213K +615 New
LHC
3531
Little House Capital
Massachusetts
$273K +$213K +613 New
PWM
3532
PTM Wealth Management
United States
$272K +$208K +600 New
VIPI
3533
Vista Investment Partners II
Indiana
$271K -$210K -605 -50%
AW
3534
Alaethes Wealth
Nevada
$271K +$212K +610 New
HWA
3535
HMV Wealth Advisors
Louisiana
$271K +$212K +610 New
NA
3536
Nordwand Advisors
Pennsylvania
$271K +$212K +610 New
PB
3537
Pinnacle Bancorp
Nebraska
$271K +$8.32K +24 +4%
IFA
3538
Independence Financial Advisors
New Hampshire
$271K +$211K +609 New
KWM
3539
Kingsman Wealth Management
Florida
$271K +$211K +609 New
HWA
3540
Hilltop Wealth Advisors
North Carolina
$271K +$211K +608 New
TCM
3541
Teza Capital Management
Illinois
$270K -$409K -1,180 -66%
XPN
3542
XY Planning Network
Montana
$270K – – –
ACM
3543
Aspen Capital Management
Idaho
$270K -$46.1K -133 -18%
AWM
3544
Ameliora Wealth Management
Switzerland
$270K – – –
VWWMG
3545
Vermillion & White Wealth Management Group
Pennsylvania
$270K +$7.63K +22 +4%
FIC
3546
Family Investment Center
Missouri
$269K +$210K +605 New
ICM
3547
Innovator Capital Management
Illinois
$269K -$150K -432 -42%
HG
3548
Harbor Group
New Hampshire
$268K +$209K +603 New
HHMI
3549
Howard Hughes Medical Institute
Maryland
$268K +$347 +1 +0.2%
WFL
3550
Wealth Forward LLC
North Dakota
$268K +$209K +602 New
140 141
142
143 144