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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
4026
Parvin Asset Management
South Dakota
$208K – – –
AM
4027
Atwater Malick
Pennsylvania
$208K +$197K +495 New
MAA
4028
Matrix Asset Advisors
New York
$208K +$196K +494 New
HHWM
4029
Hiley Hunt Wealth Management
Nebraska
$208K +$196K +494 New
AA
4030
Addison Advisors
Vermont
$207K -$207K -520 -51%
PWSG
4031
Pacific Wealth Strategies Group
California
$207K +$196K +493 New
CHA
4032
Cooper/Haims Advisors
New York
$207K +$196K +492 New
CF
4033
Clarity Financial
Texas
$207K +$195K +491 New
EIP
4034
Ellis Investment Partners
Pennsylvania
$207K +$195K +491 New
MWM
4035
Meadowbrook Wealth Management
New York
$206K -$29.8K -75 -13%
LAM
4036
LOM Asset Management
$206K – – –
WIA
4037
Wealthedge Investment Advisors
New York
$205K -$1.24M -3,110 -86%
HCM
4038
Hutchinson Capital Management
California
$205K +$194K +487 New
OFG
4039
Orcam Financial Group
California
$204K +$193K +486 New
PFA
4040
Portland Financial Advisors
New York
$204K +$193K +486 New
VH
4041
VVR Holdings
Washington
$204K +$193K +486 New
OC
4042
OxenFree Capital
Florida
$204K +$202K +507 New
HSWS
4043
Higgins & Schmidt Wealth Strategies
Colorado
$204K +$193K +485 New
TWA
4044
Trellis Wealth Advisors
California
$204K +$192K +484 New
HPIA
4045
Hamilton Point Investment Advisors
North Carolina
$204K +$192K +484 New
GC
4046
Granville Capital
North Carolina
$203K -$22.3K -56 -10%
MWA
4047
Madson Wealth Advisors
California
$203K +$192K +483 New
ATC
4048
Advantage Trust Company
Kansas
$202K +$191K +481 New
CCA
4049
Collaborative Capital Advisors
New York
$202K +$191K +481 New
CCM
4050
Crew Capital Management
Ohio
$202K +$191K +481 New
160 161
162
163 164