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Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
2976
John G. Ullman & Associates
New York
$534K +$377K +919 New
EPW
2977
Evergreen Private Wealth
Colorado
$533K – – –
CW
2978
Channel Wealth
California
$533K +$376K +917 New
OWA
2979
One Wealth Advisors
California
$533K +$376K +917 New
RFN
2980
RDA Financial Network
Iowa
$533K +$376K +917 New
AT
2981
Arlington Trust
Alabama
$532K +$11.9K +29 +3%
CD
2982
Chapin Davis
Maryland
$530K -$59.4K -145 -14%
DWM
2983
Daner Wealth Management
Georgia
$530K +$5.33K +13 +1%
CWM
2984
Cadence Wealth Management
Massachusetts
$530K +$374K +912 New
KSB
2985
Kennebec Savings Bank
Maine
$529K +$343K +836 +1,130%
AGM
2986
Alpine Global Management
New York
$529K +$373K +910 New
RSA
2987
River Street Advisors
Illinois
$527K +$372K +907 New
WWMSC
2988
Wagner Wealth Management (South Carolina)
South Carolina
$527K +$372K +907 New
DWM
2989
Denver Wealth Management
Colorado
$526K +$371K +905 New
CTA
2990
Colonial Trust Advisors
South Carolina
$526K -$12.7K -31 -3%
OAS
2991
Optivise Advisory Services
Tennessee
$525K +$370K +903 New
TW
2992
Towerpoint Wealth
California
$525K +$370K +903 New
TIAM2
2993
Tru Independence Asset Management 2
Oregon
$525K +$370K +903 New
FWWM
2994
Fiscal Wisdom Wealth Management
Connecticut
$523K +$369K +900 New
HHAA
2995
Henry H. Armstrong Associates
Pennsylvania
$523K +$369K +900 New
CWP
2996
Core Wealth Partners
California
$522K +$369K +899 New
VPW
2997
Vaquero Private Wealth
Texas
$522K +$368K +898 New
ACM
2998
Advance Capital Management
Michigan
$520K +$367K +896 New
TLP
2999
Trinity Legacy Partners
Texas
$520K -$130K -318 -23%
CHA
3000
Cooper/Haims Advisors
New York
$520K +$367K +895 New
118 119
120
121 122