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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3676
Permanent Capital Management
Illinois
$336K +$32.4K +73 +11%
MC
3677
Matisse Capital
Oregon
$335K +$9.8K +22 +3%
VWM
3678
Valley Wealth Managers
New Jersey
$335K +$331K +746 New
LI
3679
LVZ Inc
Michigan
$335K +$8.42K +19 +3%
PAG
3680
Poinciana Advisors Group
Florida
$335K -$35.9K -81 -10%
SC
3681
Sykon Capital
New York
$335K – – –
PBF
3682
Petix & Botte Financial
California
$335K +$37.2K +84 +13%
CCIA
3683
Cherry Creek Investment Advisors
Colorado
$334K – – –
OWM
3684
Opes Wealth Management
California
$334K -$20.4K -46 -6%
RWM
3685
Refined Wealth Management
Utah
$333K +$32.4K +73 +11%
MCFP
3686
Mallini Complete Financial Planning
Florida
$333K – – –
EWM
3687
Elevation Wealth Management
Minnesota
$333K +$328K +741 New
DF
3688
Dunhill Financial
United Kingdom
$333K -$67.4K -152 -17%
CBB
3689
Citizens Business Bank
California
$333K -$26.6K -60 -8%
CFP
3690
Cypress Financial Planning
New Jersey
$332K +$5.76K +13 +2%
IIA
3691
Integrity Investment Advisors
Colorado
$331K +$113K +256 +53%
UB
3692
Umpqua Bank
Oregon
$331K -$27.5K -62 -8%
ACM
3693
AUA Capital Management
Pennsylvania
$331K +$326K +735 New
ATIA
3694
American Trust Investment Advisors
New Hampshire
$330K – – –
SA
3695
Stolz & Associates
Washington
$330K +$325K +734 New
SDWIA
3696
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$330K -$222K -500 -41%
SFP
3697
Sterling Financial Planning
New Jersey
$330K -$2.22K -5 -0.7%
EBSAM
3698
Eubel Brady & Suttman Asset Management
Ohio
$329K – – –
RP
3699
Riverwater Partners
Wisconsin
$329K +$31.9K +72 +11%
WAM
3700
WealthCare Asset Management
Missouri
$329K +$317K +715 New
146 147
148
149 150