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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
2576
Moss Adams Wealth Advisors
Washington
$208K +$200K +4,966 New
SFP
2577
Sterling Financial Planning
New Jersey
$208K +$200K +4,964 New
RB
2578
Richmond Brothers
Michigan
$208K -$33.1K -820 -14%
TLCM
2579
Twin Lakes Capital Management
California
$207K +$1.05K +26 +0.5%
CFA
2580
Cahill Financial Advisors
Minnesota
$207K +$199K +4,942 New
AC
2581
ASB Consultores
Florida
$207K -$400K -9,909 -67%
NWA
2582
New World Advisors
Massachusetts
$207K +$199K +4,938 New
SFS
2583
Summit Financial Strategies
Ohio
$207K +$199K +4,935 New
SXL
2584
Summit X LLC
Missouri
$207K +$199K +4,927 New
RCM
2585
Ridgepath Capital Management
Tennessee
$207K +$199K +4,924 New
FIB
2586
First Interstate Bank
Montana
$206K -$35.9K -891 -15%
6F
2587
626 Financial
Michigan
$206K +$198K +4,913 New
MWM
2588
MBE Wealth Management
Wisconsin
$206K +$198K +4,913 New
LA
2589
Lakeside Advisors
Washington
$206K +$198K +4,909 New
PIA
2590
Powell Investment Advisors
Florida
$205K +$197K +4,896 New
EP
2591
Essential Planning
New Hampshire
$205K – – –
SIM
2592
SSI Investment Management
California
$205K -$26.1K -647 -12%
OCBCO
2593
Oversea-Chinese Banking Corp (OCBC)
Singapore
$204K +$196K +4,864 New
MFC
2594
Morris Financial Concepts
South Carolina
$204K +$196K +4,858 New
PWM
2595
Prosperity Wealth Management
California
$204K +$196K +4,852 New
AWM
2596
AAF Wealth Management
Massachusetts
$204K -$47.2K -1,169 -19%
AC
2597
Applied Capital
Arkansas
$204K +$196K +4,851 New
WWG
2598
West Wealth Group
California
$203K +$195K +4,845 New
BBWA
2599
Bell & Brown Wealth Advisors
California
$203K -$38K -943 -16%
EB
2600
Exchange Bank
California
$203K -$19.6K -485 -9%
102 103
104
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