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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
4101
Stack Financial Management
Montana
$204K +$201K +453 New
MPM
4102
Meritage Portfolio Management
Kansas
$204K -$13.3K -30 -6%
FFW
4103
Fusion Family Wealth
New York
$204K – – –
HSWM
4104
Hubbell Strickland Wealth Management
Louisiana
$203K -$6.65K -15 -3%
RWM
4105
Raffa Wealth Management
District of Columbia
$203K +$28.4K +64 +16%
MAFA
4106
MJT & Associates Financial Advisory
Minnesota
$202K -$3.99K -9 -2%
DFC
4107
DBK Financial Counsel
Ohio
$202K – – –
DI
4108
Disciplined Investments
Oklahoma
$202K – – –
FRA
4109
Front Row Advisors
California
$202K – – –
KLWA
4110
Kelly Lawrence W & Associates
California
$202K – – –
LRIC
4111
Long Road Investment Counsel
Michigan
$202K – – –
SPA
4112
Sound Portfolio Advisors
Connecticut
$202K +$199K +450 New
FMI
4113
Financial Management Inc
Arkansas
$201K +$199K +448 New
PCMF
4114
Private Capital Management (Florida)
Florida
$201K +$199K +448 New
HFA
4115
Hippocratic Financial Advisors
California
$201K +$198K +447 New
TIAM2
4116
Tru Independence Asset Management 2
Oregon
$201K +$198K +447 New
BFPW
4117
BOK Financial Private Wealth
Colorado
$201K -$102K -229 -34%
HKIMG
4118
Hutchens & Kramer Investment Management Group
Indiana
$200K +$197K +445 New
DAM
4119
Delta Asset Management
Tennessee
$200K +$3.55K +8 +2%
CFS
4120
CGC Financial Services
Oregon
$200K +$26.2K +59 +15%
NL
4121
NVWM LLC
Pennsylvania
$199K +$2.66K +6 +1%
VWA
4122
Valued Wealth Advisors
Utah
$199K +$16.8K +38 +9%
PWMG
4123
Private Wealth Management Group
New Jersey
$198K – – –
YAL
4124
Your Advocates Ltd
Texas
$198K – – –
CA
4125
Centerpoint Advisors
Massachusetts
$190K -$33.2K -75 -15%
163 164
165
166 167