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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1251
Clarus Wealth Advisors
Arizona
$212K +$204K +4,143 New
HIA
1252
Harbor Investment Advisory
Maryland
$211K +$17.1K +346 +10%
PMFA
1253
Plante Moran Financial Advisors
Michigan
$210K -$13.8K -280 -7%
OIA
1254
Optimum Investment Advisors
Illinois
$209K -$8.87K -180 -4%
KLCM
1255
KG&L Capital Management
Louisiana
$208K +$194K +3,933 New
KFS
1256
Kelly Financial Services
Massachusetts
$207K – – –
HWA
1257
HHM Wealth Advisors
Tennessee
$207K +$49.8K +1,010 +35%
SWMP
1258
Signature Wealth Management Partners
New Jersey
$207K +$192K +3,902 New
WP
1259
WealthSource Partners
California
$207K +$193K +3,914 New
GFP
1260
Gryphon Financial Partners
Ohio
$206K +$191K +3,879 New
EDRIA
1261
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$192K +3,892 New
WGA
1262
Weather Gauge Advisory
Virginia
$206K +$192K +3,896 New
SDWIA
1263
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$190K +3,861 New
LA
1264
LVW Advisors
New York
$205K +$190K +3,863 New
CF
1265
Clarity Financial
Texas
$205K +$190K +3,865 New
FDCDDQ
1266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K +$15.5K +314 +9%
BCA
1267
Bray Capital Advisors
Florida
$204K – – –
FMB
1268
Field & Main Bank
Kentucky
$204K +$739 +15 +0.4%
NIM
1269
Northeast Investment Management
Massachusetts
$204K +$190K +3,845 New
MLL
1270
Moody Lynn & Lieberson
Massachusetts
$203K +$189K +3,827 New
BFPW
1271
BOK Financial Private Wealth
Colorado
$202K +$188K +3,808 New
HIP
1272
HUB Investment Partners
Texas
$202K +$188K +3,818 New
DWM
1273
Defined Wealth Management
Oregon
$201K – – –
PCA
1274
Pallas Capital Advisors
Massachusetts
$201K +$174K +3,531 New
CAC
1275
Certified Advisory Corp
Florida
$200K +$186K +3,768 New
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51
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