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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2576
ACAS LLC
California
$280K +$268K +5,878 New
AIS
2577
AM Investment Strategies
Tennessee
$280K – – –
KWMG
2578
King Wealth Management Group
Florida
$280K +$4.83K +106 +2%
MLA
2579
MB, Levis & Associates
Pennsylvania
$280K +$267K +5,874 New
TWM
2580
TriaGen Wealth Management
California
$279K +$137 +3 +0.1%
HWM
2581
Hemington Wealth Management
Virginia
$279K +$8.92K +196 +3%
CSWM
2582
Cassady Schiller Wealth Management
Ohio
$279K -$104K -2,285 -28%
BEAM
2583
Baker Ellis Asset Management
Washington
$279K – – –
TFA
2584
Triad Financial Advisors
North Carolina
$278K -$3.41K -75 -1%
FWM
2585
Fingerlakes Wealth Management
New York
$278K +$2.05K +45 +0.8%
WWM
2586
Windsor Wealth Management
Indiana
$278K +$2.19K +48 +0.8%
FCT
2587
First Community Trust
Iowa
$278K +$12.7K +279 +5%
RIA
2588
Richwood Investment Advisors
Ohio
$278K -$20.3K -446 -7%
AL
2589
ADE LLC
Maryland
$277K -$25.5K -560 -9%
SPP
2590
Single Point Partners
Massachusetts
$276K -$17.3K -381 -6%
RPCA
2591
Running Point Capital Advisors
California
$276K +$23.3K +511 +10%
SFS
2592
Security Financial Services
Indiana
$275K – – –
IAG
2593
Investment Advisory Group
Massachusetts
$275K +$91 +2 +0%
PWC
2594
PYA Waltman Capital
Tennessee
$275K +$46.9K +1,031 +22%
SCA
2595
St. Clair Advisors
Ohio
$273K +$28.7K +630 +12%
PWMA
2596
Pension & Wealth Management Advisors
Massachusetts
$273K +$261K +5,732 New
HWMG
2597
Hurlow Wealth Management Group
Indiana
$273K +$5.23K +115 +2%
WH
2598
Willner & Heller
California
$272K -$17.2K -377 -6%
BWA
2599
Burt Wealth Advisors
Maryland
$272K +$14.3K +315 +6%
VIM
2600
VELA Investment Management
Ohio
$272K – – –
102 103
104
105 106