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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWS
2926
Swaine & Leidel Wealth Services
Florida
$320K +$61.9K +640 +24%
PAG
2927
Pinnacle Advisory Group
Maryland
$318K -$54.2K -560 -15%
KTA
2928
Keeley-Teton Advisors
Illinois
$318K -$5.81K -60 -2%
MSFP
2929
Mark Sheptoff Financial Planning
Connecticut
$318K – – –
LD
2930
Lipe & Dalton
New York
$316K – – –
GG
2931
GenWealth Group
New Jersey
$315K +$314K +3,240 New
HIS
2932
Horizon Investment Services
Indiana
$314K -$67.8K -700 -18%
RWMH
2933
Riverpoint Wealth Management Holdings
Illinois
$314K +$25.2K +260 +9%
CFW
2934
CA Family Wealth
California
$312K -$256K -2,640 -45%
AW
2935
Alpha Windward
Massachusetts
$312K -$13.6K -140 -4%
BA
2936
Ballew Advisors
Mississippi
$310K +$5.81K +60 +2%
BCM
2937
Becker Capital Management
Oregon
$310K +$32.9K +340 +12%
OR
2938
Olympiad Research
Connecticut
$310K +$308K +3,180 New
WFMPM
2939
Woodley Farra Manion Portfolio Management
Indiana
$308K +$98.7K +1,020 +48%
AFWM
2940
AMJ Financial Wealth Management
Virginia
$306K -$44.5K -460 -13%
CG
2941
Corundum Group
Colorado
$306K -$29K -300 -9%
WCM
2942
Windsor Capital Management
Arizona
$306K -$15.5K -160 -5%
EW
2943
Element Wealth
Mississippi
$306K +$5.81K +60 +2%
HI
2944
Human Investing
Oregon
$304K -$27.1K -280 -8%
CFA
2945
Cahill Financial Advisors
Minnesota
$303K +$36.8K +380 +14%
FTC
2946
Farmers Trust Company
Ohio
$302K -$7.74K -80 -3%
SWM
2947
Sugarloaf Wealth Management
Georgia
$302K +$38.7K +400 +15%
CS
2948
Cannell & Spears
New York
$300K +$298K +3,080 New
DTC
2949
Davidson Trust Company
Washington
$299K – – –
HWM
2950
HighMark Wealth Management
Minnesota
$298K +$63.9K +660 +28%
116 117
118
119 120