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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
4001
Patton Fund Management
Texas
$233K -$112K -253 -33%
EWM
4002
Evolution Wealth Management
Florida
$233K -$55K -124 -19%
KWM
4003
Kingsman Wealth Management
Florida
$233K -$39.9K -90 -15%
MIC
4004
Meridian Investment Counsel
California
$233K – – –
BEAM
4005
Baker Ellis Asset Management
Washington
$233K – – –
UFPG
4006
United Financial Planning Group
New York
$233K +$52.3K +118 +30%
PA
4007
Persium Advisors
Georgia
$233K -$266K -600 -54%
EWA
4008
Emergent Wealth Advisors
New York
$233K – – –
SAM
4009
Smithbridge Asset Management
Pennsylvania
$232K +$229K +516 New
WAG
4010
Wilkerson Advisory Group
Missouri
$232K +$229K +516 New
CWR
4011
Chico Wealth RIA
California
$232K +$18.2K +41 +9%
EPG
4012
Estate Planners Group
Pennsylvania
$231K +$228K +514 New
MPIM
4013
McGinn Penninger Investment Management
Virginia
$231K – – –
KAM
4014
KEB Asset Management
Illinois
$231K +$20.4K +46 +10%
SJGA
4015
Stephen J. Garry & Associates
New York
$230K – – –
TR
4016
Tepp RIA
New Jersey
$230K – – –
GAM
4017
Gould Asset Management
California
$229K +$26.6K +60 +13%
HCA
4018
Heck Capital Advisors
Wisconsin
$229K +$226K +510 New
PWS
4019
Peloton Wealth Strategists
Indiana
$229K -$28.8K -65 -11%
UFA
4020
Uptown Financial Advisors
Texas
$229K -$3.55K -8 -2%
SIP
4021
Snowwater Investment Partners
Connecticut
$228K +$225K +508 New
HWM
4022
HFG Wealth Management
Texas
$228K – – –
LCG
4023
Lynx Capital Group
Ohio
$228K – – –
LFASL
4024
Lugano Financial Advisors SA (LFA)
Switzerland
$228K – – –
SCM
4025
Spreng Capital Management
Ohio
$228K +$224K +506 New
159 160
161
162 163