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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
5376
Continuum Wealth Advisors
New York
$387K – – –
TCPW
5377
Twin City Private Wealth
North Carolina
$387K -$33.1K -164 -8%
IA
5378
IFS Advisors
Kansas
$385K -$20.2K -100 -5%
KSWA
5379
Kathleen S. Wright Associates
Pennsylvania
$384K -$26.1K -129 -6%
MAP
5380
Moody Aldrich Partners
Massachusetts
$377K – – –
FCI
5381
Financial Counselors Inc
Kansas
$377K -$283M -1,402,300 -100%
IIM
5382
Ironwood Investment Management
Massachusetts
$377K – – –
EMCIP
5383
Ewing Morris & Co Investment Partners
Ontario, Canada
$376K +$71.3K +353 +24%
FWM
5384
FLP Wealth Management
Arkansas
$374K +$404 +2 +0.1%
LKWM
5385
Lee-Kelleher Wealth Management
Maryland
$374K +$109K +539 +42%
MIM
5386
Marshall Investment Management
Colorado
$373K -$3.23M -15,990 -90%
BWMG
5387
Bannerman Wealth Management Group
Texas
$373K +$95.3K +472 +35%
HWM
5388
Hassell Wealth Management
Louisiana
$370K -$86.8K -430 -20%
LAM
5389
Lountzis Asset Management
Pennsylvania
$370K – – –
CFG
5390
Clayton Financial Group
Missouri
$368K -$6.93M -34,322 -95%
SWM
5391
SigFig Wealth Management
California
$368K +$10.1K +50 +3%
COA
5392
Crown Oak Advisors
California
$366K -$39.4K -195 -10%
BTIM
5393
BancFirst Trust & Investment Management
Oklahoma
$361K – – –
BAWM
5394
Bennett Associates Wealth Management
Pennsylvania
$361K +$46K +228 +15%
AA
5395
AF Advisors
California
$360K -$3.03K -15 -0.8%
DC
5396
Dorval Corp
Minnesota
$357K – – –
LFA
5397
Livelsberger Financial Advisory
Ohio
$356K +$404 +2 +0.1%
AA
5398
ArborFi Advisors
Michigan
$353K -$5.05K -25 -1%
MSA
5399
Marathon Strategic Advisors
Pennsylvania
$351K +$5.45K +27 +2%
RWS
5400
Rochester Wealth Strategies
Michigan
$351K +$9.29K +46 +3%
214 215
216
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