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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2576
Delta Investment Management
California
$209K +$201K +4,992 New
VC
2577
Vicus Capital
Pennsylvania
$209K -$29K -720 -13%
MAWA
2578
Moss Adams Wealth Advisors
Washington
$208K +$200K +4,966 New
SFP
2579
Sterling Financial Planning
New Jersey
$208K +$200K +4,964 New
RB
2580
Richmond Brothers
Michigan
$208K -$33.1K -820 -14%
TLCM
2581
Twin Lakes Capital Management
California
$207K +$1.05K +26 +0.5%
CFA
2582
Cahill Financial Advisors
Minnesota
$207K +$199K +4,942 New
AC
2583
ASB Consultores
Florida
$207K -$400K -9,909 -67%
NWA
2584
New World Advisors
Massachusetts
$207K +$199K +4,938 New
SFS
2585
Summit Financial Strategies
Ohio
$207K +$199K +4,935 New
SXL
2586
Summit X LLC
Missouri
$207K +$199K +4,927 New
RCM
2587
Ridgepath Capital Management
Tennessee
$207K +$199K +4,924 New
FIB
2588
First Interstate Bank
Montana
$206K -$35.9K -891 -15%
6F
2589
626 Financial
Michigan
$206K +$198K +4,913 New
MWM
2590
MBE Wealth Management
Wisconsin
$206K +$198K +4,913 New
LA
2591
Lakeside Advisors
Washington
$206K +$198K +4,909 New
PIA
2592
Powell Investment Advisors
Florida
$205K +$197K +4,896 New
EP
2593
Essential Planning
New Hampshire
$205K – – –
SIM
2594
SSI Investment Management
California
$205K -$26.1K -647 -12%
OCBCO
2595
Oversea-Chinese Banking Corp (OCBC)
Singapore
$204K +$196K +4,864 New
MFC
2596
Morris Financial Concepts
South Carolina
$204K +$196K +4,858 New
PWM
2597
Prosperity Wealth Management
California
$204K +$196K +4,852 New
AWM
2598
AAF Wealth Management
Massachusetts
$204K -$47.2K -1,169 -19%
AC
2599
Applied Capital
Arkansas
$204K +$196K +4,851 New
WWG
2600
West Wealth Group
California
$203K +$195K +4,845 New
102 103
104
105 106