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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMP
4001
Clarion Wealth Managment Partners
Virginia
$1.74M +$1.57M +7,920 New
ONST
4002
Old North State Trust
North Carolina
$1.74M +$171K +865 +12%
JTWM
4003
Jackson Thornton Wealth Management
Alabama
$1.74M +$6.93K +35 +0.4%
PFA
4004
Plotkin Financial Advisors
Maryland
$1.73M +$19.4K +98 +1%
CMP
4005
Courage Miller Partners
Virginia
$1.73M – – –
BC
4006
Brio Consultants
California
$1.73M +$68.3K +345 +5%
GIM
4007
Guardian Investment Management
California
$1.73M +$460K +2,325 +42%
TWM
4008
Trevian Wealth Management
Massachusetts
$1.73M +$110K +555 +8%
EI
4009
EDMP Inc
Florida
$1.73M -$182K -920 -10%
PP
4010
Pingora Partners
Wyoming
$1.73M -$55.4K -280 -3%
MA
4011
Maxele Advisors
Missouri
$1.72M +$42K +212 +3%
OGF
4012
Orin Green Financial
California
$1.71M +$93.6K +473 +6%
AWA
4013
Acorn Wealth Advisors
Michigan
$1.71M +$144K +729 +10%
JF
4014
Joule Financial
Kentucky
$1.71M +$768K +3,880 +99%
IP
4015
Investment Partners
Ohio
$1.71M +$16.6K +84 +1%
CA
4016
Claris Advisors
Missouri
$1.71M -$261K -1,319 -15%
AWAP
4017
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.7M +$88.1K +445 +6%
MWP
4018
Meriwether Wealth & Planning
Louisiana
$1.7M +$50.9K +257 +3%
TI
4019
TrueMark Investments
Illinois
$1.7M -$58.8K -297 -4%
SFS
4020
Summit Financial Strategies
Ohio
$1.7M -$15.8K -80 -1%
AIP
4021
Arrowpoint Investment Partners
Singapore
$1.7M -$5.23M -26,431 -77%
OIM
4022
Orca Investment Management
Oregon
$1.7M +$5.14K +26 +0.3%
KL
4023
KWMG LLC
Kansas
$1.69M -$1.39K -7 -0.1%
HAM
4024
Hickory Asset Management
Ohio
$1.69M +$9.89K +50 +0.7%
COCM
4025
Charter Oak Capital Management
New Hampshire
$1.69M +$71.8K +363 +5%
159 160
161
162 163