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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1926
Boltwood Capital Management
California
$343K -$88.4K -582 -22%
CWA
1927
Clarity Wealth Advisors
California
$343K +$318K +2,093 New
PHIC
1928
Pine Haven Investment Counsel
Massachusetts
$343K +$65.9K +434 +26%
ILI
1929
Invesco LLC (Illinois)
Illinois
$343K – – –
SB
1930
Simmons Bank
Arkansas
$342K -$19.8K -130 -6%
LIA
1931
Lynx Investment Advisory
District of Columbia
$342K +$131K +860 +70%
AIS
1932
AM Investment Strategies
Tennessee
$341K +$12.2K +80 +4%
BCM
1933
BluePath Capital Management
Georgia
$341K -$52.9K -348 -14%
WCG
1934
Weaver Consulting Group
California
$341K +$19K +125 +6%
AIM
1935
Acropolis Investment Management
Missouri
$340K -$152 -1 -0%
FA
1936
Fiduciary Alliance
South Carolina
$340K +$76K +500 +32%
FOA
1937
Five Oceans Advisors
California
$339K -$1.22K -8 -0.4%
LA
1938
LM Advisors
California
$338K +$313K +2,063 New
IAG
1939
Investment Advisory Group
Massachusetts
$338K +$4.86K +32 +2%
MWM
1940
Mattern Wealth Management
Kansas
$334K -$8.96K -59 -3%
ISWM
1941
Independent Solutions Wealth Management
New York
$334K +$7.45K +49 +2%
ECM
1942
Estabrook Capital Management
New York
$334K – – –
DI
1943
Diligent Investors
California
$333K +$19.1K +126 +7%
WWP
1944
WR Wealth Planners
Missouri
$332K +$41.2K +271 +15%
BC
1945
Barrett & Company
Rhode Island
$331K – – –
AIS
1946
American Investment Services
Massachusetts
$331K -$7.45K -49 -2%
SP
1947
Sequent Planning
Nebraska
$331K +$30.8K +203 +11%
SSWM
1948
Sheets Smith Wealth Management
North Carolina
$331K +$307K +2,019 New
CFG
1949
CKW Financial Group
Hawaii
$331K – – –
FCA
1950
Fortis Capital Advisors
Kansas
$330K -$2.37M -15,609 -89%
76 77
78
79 80