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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
4301
Pin Oak Investment Advisors
Texas
$220K -$1.36K -4 -0.6%
TFG
4302
Taylor Financial Group
Virginia
$220K – – –
PFG
4303
Pinnacle Financial Group
Illinois
$219K -$7.84K -23 -4%
PFA
4304
Pinnacle Family Advisors
Missouri
$219K -$13.6K -40 -6%
WCM
4305
Westend Capital Management
California
$219K +$173K +507 +433%
BCM
4306
Bannerstone Capital Management
Minnesota
$218K +$212K +623 New
CW
4307
Code Waechter
Florida
$218K +$3.07K +9 +1%
DI
4308
Decision Investments
California
$218K +$212K +622 New
MAM
4309
Morse Asset Management
Connecticut
$218K +$68.1K +200 +48%
VBFP
4310
Valtinson Bruner Financial Planning
Minnesota
$217K – – –
PRP
4311
Peak Retirement Planning
Ohio
$217K +$211K +620 New
YCG
4312
Yeomans Consulting Group
Georgia
$217K -$14.7K -43 -6%
SFC
4313
Summit Financial Consulting
Michigan
$217K – – –
DC
4314
Defender Capital
North Carolina
$217K +$211K +620 New
AWC
4315
Adamsbrown Wealth Consultants
Kansas
$217K +$1.36K +4 +0.6%
MWMDPGFG
4316
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$217K +$211K +619 New
BWA
4317
Brave Warrior Advisors
New York
$217K – – –
PWM
4318
Parkway Wealth Management
Texas
$217K +$210K +617 New
WFP
4319
Wrenne Financial Planning
Kentucky
$216K – – –
MIC
4320
Meridian Investment Counsel
California
$216K -$14.3K -42 -6%
DIA
4321
Dean Investment Associates
Ohio
$216K -$8.52K -25 -4%
BWM
4322
Bluebird Wealth Management
Massachusetts
$215K +$209K +614 New
SFO
4323
Standard Family Office
South Dakota
$215K – – –
MSRI
4324
Michael S. Ryan Inc
New York
$215K +$7.5K +22 +4%
EWM
4325
Elevation Wealth Management
Minnesota
$215K +$209K +612 New
171 172
173
174 175