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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1926
MCF Advisors
Kentucky
$244K +$14.5K +123 +8%
MW
1927
MBL Wealth
North Carolina
$244K +$195K +1,655 New
MSRI
1928
Michael S. Ryan Inc
New York
$244K +$195K +1,654 New
MWM
1929
MBE Wealth Management
Wisconsin
$243K +$194K +1,647 New
TCWA
1930
Turtle Creek Wealth Advisors
Texas
$243K +$194K +1,646 New
OWA
1931
Outlook Wealth Advisors
Texas
$242K -$38.4K -326 -17%
AFC
1932
AFT Forsyth & Company
Florida
$241K +$192K +1,632 New
DA
1933
Detalus Advisors
Missouri
$241K +$192K +1,632 New
OC
1934
Oakworth Capital
Alabama
$240K -$943 -8 -0.5%
FMP
1935
Financial Management Professionals
Texas
$240K +$9.55K +81 +5%
ACIM
1936
Azimuth Capital Investment Management
Michigan
$239K +$191K +1,624 New
CI
1937
Cavalier Investments
Georgia
$239K +$191K +1,624 New
IWN
1938
Independent Wealth Network
Iowa
$239K +$191K +1,622 New
OHWA
1939
Oak Hill Wealth Advisors
Virginia
$239K +$191K +1,621 New
WTA
1940
Washington Trust Advisors
Massachusetts
$239K -$26.9K -228 -12%
AHL
1941
Abel Hall LLC
Louisiana
$238K +$190K +1,616 New
HCMG
1942
Howard Capital Management Group
California
$238K +$190K +1,615 New
PWM
1943
Paulson Wealth Management
Illinois
$238K +$190K +1,614 New
BFIC
1944
Bedell Frazier Investment Counselling
California
$238K +$190K +1,613 New
OPTFSNA
1945
Old Point Trust & Financial Services N A
Virginia
$237K +$190K +1,610 New
TC
1946
Truvestments Capital
Florida
$237K -$7.07K -60 -4%
HAS
1947
HBW Advisory Services
California
$237K +$189K +1,607 New
FRA
1948
Frank Rimerman Advisors
California
$237K +$189K +1,605 New
AFS
1949
Annapolis Financial Services
Maryland
$236K +$189K +1,603 New
BWM
1950
Buckley Wealth Management
Nevada
$236K +$189K +1,600 New
76 77
78
79 80