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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
3276
Willis Johnson & Associates
Texas
$388K -$34.6K -128 -8%
ORC
3277
O'Rourke & Company
Massachusetts
$388K +$56.2K +208 +17%
CGA
3278
Crescent Grove Advisors
Illinois
$387K -$13.5K -50 -3%
CPCM
3279
Cardinal Point Capital Management
Ontario, Canada
$387K +$380K +1,406 New
MIM
3280
Martin Investment Management
Florida
$385K – – –
WW
3281
Westshore Wealth
California
$385K +$270 +1 +0.1%
GWP
3282
Gateway Wealth Partners
Wisconsin
$383K +$11.4K +42 +3%
FWP
3283
Falcon Wealth Planning
California
$383K +$20.3K +75 +6%
EWA
3284
ERTS Wealth Advisors
Michigan
$383K +$6.76K +25 +2%
VIA
3285
Virtus Investment Advisers
Connecticut
$383K +$208K +770 +124%
WA
3286
WestEnd Advisors
North Carolina
$382K -$39M -144,412 -99%
WCAMG
3287
Woodard & Company Asset Management Group
North Carolina
$382K +$16K +59 +4%
KCFA
3288
Key Client Fiduciary Advisors
New Jersey
$381K -$3.79K -14 -1%
DWG
3289
Darden Wealth Group
Michigan
$381K -$1.35K -5 -0.4%
FSA
3290
Franklin Street Advisors
North Carolina
$381K -$144K -531 -28%
ELM
3291
Elite Life Management
Florida
$381K +$9.46K +35 +3%
AWM
3292
Accel Wealth Management
Iowa
$380K +$2.7K +10 +0.7%
III
3293
Independent Investors Inc
New York
$379K – – –
PCA
3294
Peddock Capital Advisors
Massachusetts
$379K -$20.8K -77 -5%
SWM
3295
StoneCrest Wealth Management
Arizona
$378K -$121K -447 -25%
AWM
3296
Aberdeen Wealth Management
Illinois
$378K – – –
WCFA
3297
Walkner Condon Financial Advisors
Wisconsin
$378K +$20.8K +77 +6%
SGWM
3298
Sterling Group Wealth Management
California
$378K -$68.9K -255 -16%
FL
3299
FreeGulliver LLC
Louisiana
$378K +$79.2K +293 +27%
KA
3300
Kercheville Advisors
Texas
$377K -$27K -100 -7%
130 131
132
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