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Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
2526
Waller Financial Planning Group
Ohio
$301K -$71.2K -1,199 -19%
SAM
2527
SP Asset Management
California
$301K +$1.6K +27 +0.5%
JHP
2528
James Hambro & Partners
United Kingdom
$299K -$21.4K -360 -7%
PTB
2529
Pioneer Trust Bank
Oregon
$299K -$3.44K -58 -1%
AMM
2530
American Money Management
California
$297K -$4.45K -75 -1%
DCM
2531
Driehaus Capital Management
Illinois
$297K +$61.8K +1,041 +26%
1W
2532
1776 Wealth
Georgia
$296K – – –
HWM
2533
Holloway Wealth Management
Florida
$296K – – –
KA
2534
Klingman & Associates
New York
$296K +$18.6K +314 +7%
CISOA
2535
Capital Investment Services of America
Wisconsin
$296K +$299K +5,033 New
HWA
2536
HHM Wealth Advisors
Tennessee
$295K -$2.79K -47 -0.9%
NEPPG
2537
New England Professional Planning Group
Rhode Island
$295K +$5.11K +86 +2%
PO
2538
Private Ocean
California
$294K -$67.5K -1,137 -19%
AFS
2539
Axiom Financial Strategies
Indiana
$294K – – –
TPM
2540
Triasima Portfolio Management
Quebec, Canada
$294K +$297K +5,000 New
TCM
2541
Tandem Capital Management
New Jersey
$291K +$11.9K +200 +4%
SCM
2542
Silvant Capital Management
Georgia
$290K – – –
P
2543
&Partners
Tennessee
$290K +$1.19K +20 +0.4%
BDF
2544
Black Diamond Financial
Maryland
$289K -$52.3K -880 -15%
CA
2545
Callahan Advisors
Texas
$288K -$7.01K -118 -2%
VBFP
2546
Valtinson Bruner Financial Planning
Minnesota
$288K – – –
WIA
2547
World Investment Advisors
California
$288K +$17.9K +301 +6%
NAM
2548
North American Management
Massachusetts
$287K – – –
AP
2549
Advisors Preferred
Maryland
$286K -$84.8K -1,427 -23%
RG
2550
Retirement Group
California
$286K +$30.8K +519 +12%
100 101
102
103 104