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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
4001
Tucker Asset Management
Colorado
$194K +$25.8K +261 +13%
TWA
4002
Tandem Wealth Advisors
Arizona
$193K +$227K +2,300 New
MPCL
4003
My Personal CFO LLC
Washington
$189K -$15.2K -154 -6%
OA
4004
Operose Advisors
Wisconsin
$188K -$53.3K -540 -19%
CFG
4005
CKW Financial Group
Hawaii
$185K +$39.5K +400 +22%
JFG
4006
JDM Financial Group
Texas
$185K +$217K +2,200 New
JGIA
4007
Jackson Grant Investment Advisers
Connecticut
$175K -$1.52M -15,400 -88%
CYG
4008
Clean Yield Group
Vermont
$168K -$29.1K -295 -13%
CAC
4009
Core Alternative Capital
Georgia
$166K -$705K -7,140 -78%
MLA
4010
MB, Levis & Associates
Pennsylvania
$166K +$196K +1,980 New
DEM
4011
Disciplined Equity Management
Florida
$163K +$3.95K +40 +2%
PP
4012
PFS Partners
New Jersey
$162K -$69.6K -705 -27%
BCM
4013
Bourgeon Capital Management
Connecticut
$161K -$6.22K -63 -3%
CWA
4014
Carolina Wealth Advisors
South Carolina
$154K +$5.93K +60 +3%
KLWA
4015
Kelly Lawrence W & Associates
California
$153K -$514K -5,200 -74%
CWM
4016
Cranbrook Wealth Management
Michigan
$148K -$35.6K -360 -17%
GG
4017
Gleason Group
Kentucky
$148K – – –
OBWP
4018
O'Brien Wealth Partners
Massachusetts
$142K -$273K -2,768 -62%
HS
4019
Horan Securities
United States
$137K +$27.2K +275 +20%
CWAF
4020
Core Wealth Advisors (Florida)
Florida
$137K -$13.8K -140 -8%
CAM
4021
Costello Asset Management
Pennsylvania
$136K -$72.6K -735 -31%
UID
4022
Union Investments & Development
Israel
$134K – – –
MUMSS
4023
Mitsubishi UFJ Morgan Stanley Securities
Japan
$132K -$59.3K -600 -28%
RCC
4024
Red Cedar Capital
Nebraska
$124K – – –
WAM
4025
Worth Asset Management
Texas
$121K -$29.5K -299 -17%
159 160
161
162 163