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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1626
Global Assets Advisory
Florida
$257K – – –
SM
1627
Salzhauer Michael
$257K – – –
BIA
1628
Barry Investment Advisors
Massachusetts
$257K -$19K -65 -7%
CWM
1629
Challenger Wealth Management
California
$257K -$585 -2 -0.2%
RB
1630
Rodgers Brothers
Pennsylvania
$257K – – –
SDWMA
1631
Schneider Downs Wealth Management Advisors
Pennsylvania
$256K +$240K +822 New
FA
1632
Fiduciary Alliance
South Carolina
$256K -$1.17K -4 -0.5%
LG
1633
Leuthold Group
Minnesota
$256K +$292 +1 +0.1%
VCM
1634
Versant Capital Management
Arizona
$254K +$32.5K +111 +16%
PCP
1635
Perbak Capital Partners
United Kingdom
$254K +$238K +814 New
RFW
1636
Rainier Family Wealth
Washington
$254K +$238K +813 New
TC
1637
Trilogy Capital
California
$253K -$27.5K -94 -10%
CWG
1638
Crown Wealth Group
North Carolina
$252K +$15.2K +52 +7%
FFG
1639
Fiduciary Financial Group
California
$252K +$20.5K +70 +9%
SFM
1640
Signet Financial Management
New Jersey
$252K -$1.75K -6 -0.7%
APP
1641
Avantax Planning Partners
Iowa
$252K +$7.31K +25 +3%
BTD
1642
BankPlus Trust Department
Mississippi
$251K -$94.4K -323 -29%
AF
1643
Aviso Financial
Ontario, Canada
$251K +$20.8K +71 +10%
RRWA
1644
Rainey & Randall Wealth Advisors
Florida
$250K – – –
MMM
1645
Mendel Money Management
Illinois
$250K – – –
CEI
1646
Clark Estates Inc
New York
$250K – – –
SWM
1647
Seed Wealth Management
Illinois
$248K – – –
PCM
1648
Poehling Capital Management
Wisconsin
$248K -$7.02K -24 -3%
LAM
1649
Longboard Asset Management
Arizona
$248K – – –
BFA
1650
Bill Few Associates
Pennsylvania
$247K – – –
64 65
66
67 68