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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2751
Summit Financial Strategies
Ohio
$209K -$20.1K -428 -8%
LC
2752
Landaas & Company
Wisconsin
$209K -$16.6K -354 -7%
TIM
2753
Total Investment Management
Arizona
$208K -$22K -470 -10%
JF
2754
Joule Financial
Kentucky
$208K +$231K +4,919 New
DWAM
2755
Duncan Williams Asset Management
Tennessee
$208K – – –
RFW
2756
Rainier Family Wealth
Washington
$207K +$5.77K +123 +3%
EV
2757
EJMK Ventures
Illinois
$207K -$52.6K -1,122 -19%
IPW
2758
Intergy Private Wealth
Colorado
$207K -$11K -234 -5%
FEM
2759
Fulcrum Equity Management
Texas
$207K -$3.85K -82 -2%
MTIC
2760
Missouri Trust & Investment Company
Missouri
$206K – – –
VAF
2761
Values Added Financial
District of Columbia
$206K +$229K +4,875 New
BWM
2762
Birchcreek Wealth Management
Ohio
$206K +$229K +4,874 New
PUI
2763
Purpose Unlimited Inc
$206K +$22K +470 +11%
WWG
2764
West Wealth Group
California
$206K +$22K +470 +11%
SBWIC
2765
Schaper Benz & Wise Investment Counsel
Wisconsin
$206K – – –
KCIC
2766
Kuhn & Co Investment Counsel
Illinois
$206K +$228K +4,860 New
BCA
2767
Bay Capital Advisors
Virginia
$206K -$96.8K -2,063 -30%
FWTB
2768
First Western Trust Bank
Colorado
$205K -$15.8K -336 -6%
KWM
2769
KFG Wealth Management
Indiana
$205K +$18.5K +395 +9%
SRWM
2770
Shira Ridge Wealth Management
California
$205K +$235 +5 +0.1%
SCA
2771
Stokes Capital Advisors
South Carolina
$205K +$227K +4,833 New
RIA
2772
Realta Investment Advisors
Delaware
$205K -$274K -5,841 -55%
BFA
2773
Beaumont Financial Advisors
Massachusetts
$204K -$6.47K -138 -3%
MG
2774
McHugh Group
Ohio
$204K +$226K +4,821 New
TW
2775
Traveka Wealth
California
$204K +$5.86K +125 +3%
109 110
111
112 113