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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3651
Builder Investment Group
Georgia
$235K +$183K +529 New
HA
3652
Hofer & Associates
California
$235K +$183K +529 New
AWM
3653
Accredited Wealth Management
Kentucky
$235K -$105K -302 -57%
CAM
3654
Carret Asset Management
New York
$234K +$183K +527 New
MWM
3655
McMill Wealth Management
Nebraska
$234K +$183K +527 New
PWA
3656
Primoris Wealth Advisors
Florida
$234K +$183K +527 New
UCI
3657
Uncommon Cents Investing
Wisconsin
$234K +$182K +526 New
LT
3658
Legacy Trust
Michigan
$233K -$53.1K -153 -23%
CCA
3659
Cooper Capital Advisors
California
$233K -$69K -199 -28%
CWMA
3660
Capstone Wealth Management (Alabama)
Alabama
$233K +$182K +524 New
LAM
3661
LOM Asset Management
$233K -$10.4K -30 -5%
HTHT
3662
Hemenway Trust Hemenway Trust
New Hampshire
$233K +$181K +523 New
KP
3663
Kitching Partners
Pennsylvania
$233K +$181K +523 New
MFG
3664
Mainsail Financial Group
Washington
$233K +$181K +523 New
WIA
3665
Wetzel Investment Advisors
Indiana
$232K +$181K +522 New
JFG
3666
JDM Financial Group
Texas
$232K -$53.1K -153 -23%
DMBA
3667
Deseret Mutual Benefit Administrators
Utah
$231K -$19.1K -55 -10%
OCG
3668
Opus Capital Group
Ohio
$231K +$180K +520 New
MIC
3669
Meridian Investment Counsel
California
$231K -$86.7K -250 -33%
BCM
3670
Barden Capital Management
Texas
$231K +$180K +519 New
NB
3671
Nicolet Bankshares
Wisconsin
$231K +$180K +519 New
CWM
3672
Cadence Wealth Management
Massachusetts
$231K +$180K +519 New
BEAM
3673
Baker Ellis Asset Management
Washington
$231K +$180K +519 New
GPW
3674
Genesis Private Wealth
Virginia
$230K +$180K +518 New
EWA
3675
Emergent Wealth Advisors
New York
$230K -$44K -127 -20%
145 146
147
148 149