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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3476
ArchPoint Investors
Florida
$279K – – –
MIM
3477
Merrion Investment Management
New Jersey
$279K – – –
MCI
3478
MRP Capital Investments
Georgia
$279K – – –
KWA
3479
Kellett Wealth Advisors
Ohio
$279K +$4.97K +18 +2%
VFG
3480
Victory Financial Group
Texas
$279K -$332K -1,203 -55%
PWMA
3481
Pension & Wealth Management Advisors
Massachusetts
$278K +$137K +497 +99%
TWP
3482
Triad Wealth Partners
Kansas
$278K +$275K +996 New
MAA
3483
Matrix Asset Advisors
New York
$277K +$276 +1 +0.1%
BSAM
3484
Blue Square Asset Management
New York
$277K – – –
RIS
3485
Retirement Income Solutions
Michigan
$277K – – –
GCA
3486
Greenwood Capital Associates
South Carolina
$277K -$1.38K -5 -0.5%
AIMC
3487
Alley Investment Management Company
Illinois
$277K – – –
KSWWM
3488
Keyes Stange & Wooten Wealth Management
Florida
$277K +$4.14K +15 +2%
HWMG
3489
Hurlow Wealth Management Group
Indiana
$275K -$14.9K -54 -5%
OCM
3490
Objective Capital Management
Ohio
$273K +$270K +979 New
GWAG
3491
Garrett Wealth Advisory Group
Texas
$273K -$2.21K -8 -0.8%
4WM
3492
4J Wealth Management
Virginia
$273K +$276 +1 +0.1%
CAM
3493
Creekmur Asset Management
Illinois
$272K +$89.7K +325 +50%
RA
3494
Rise Advisors
New York
$272K +$184K +668 +218%
JF
3495
Joule Financial
Kentucky
$272K +$7.45K +27 +3%
EFG
3496
Ehrlich Financial Group
California
$271K -$9.66K -35 -3%
JWM
3497
JFG Wealth Management
Colorado
$271K -$446K -1,614 -62%
EM
3498
ELCO Management
New York
$271K -$14.4K -52 -5%
CCP
3499
Carmel Capital Partners
California
$270K -$276 -1 -0.1%
OTL
3500
Oak Thistle LLC
New York
$270K -$224K -810 -46%
138 139
140
141 142