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Name Holding Trade Value Shares
Change 		Change in
Stake
EL
3626
Essex LLC
Illinois
$390K +$11.1K +32 +3%
TWA
3627
Tandem Wealth Advisors
Arizona
$389K +$35.6K +103 +10%
QL
3628
Quarry LP
New York
$388K -$268K -775 -41%
MAA
3629
Matrix Asset Advisors
New York
$388K +$1.73K +5 +0.4%
WA
3630
WealthTrust Axiom
Pennsylvania
$388K – – –
EWS
3631
Evergreen Wealth Solutions
Pennsylvania
$387K -$41.5K -120 -10%
IAP
3632
Indie Asset Partners
Indiana
$386K -$6.92K -20 -2%
GWA
3633
Geometric Wealth Advisors
District of Columbia
$386K – – –
PSF
3634
Pacific Sun Financial
California
$383K +$692 +2 +0.2%
PBO
3635
Peoples Bank (Ohio)
Ohio
$383K – – –
AIMC
3636
Alley Investment Management Company
Illinois
$383K -$14.2K -41 -4%
NLWP
3637
Next Level Wealth Planning
Idaho
$383K -$10.7K -31 -3%
FWM
3638
Fortress Wealth Management
California
$383K +$346 +1 +0.1%
TCMP
3639
Thrive Capital Management (Pennsylvania)
Pennsylvania
$382K +$1.04K +3 +0.3%
WAN
3640
Wealth Advisors Northwest
Oregon
$382K -$6.23K -18 -2%
SWRP
3641
Summit Wealth & Retirement Planning
California
$381K – – –
AF
3642
Abound Financial
California
$380K -$10.4K -30 -3%
EWA
3643
Encompass Wealth Advisors
Oregon
$380K -$1.04K -3 -0.3%
SGI
3644
Summit Global Investments
Utah
$380K -$76.5K -221 -17%
PPH
3645
Pure Portfolios Holdings
Oregon
$380K -$11.4K -33 -3%
EMCIP
3646
Ewing Morris & Co Investment Partners
Ontario, Canada
$379K – – –
HWM
3647
Hobbs Wealth Management
Indiana
$379K +$56.4K +163 +17%
JPG
3648
Jordan Park Group
California
$379K – – –
CA
3649
CGN Advisors
Kansas
$379K -$10K -29 -3%
MSA
3650
McAlister Sweet & Associates
Texas
$378K – – –
144 145
146
147 148