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Name Holding Trade Value Shares
Change 		Change in
Stake
III
2651
Independent Investors Inc
New York
$285K -$738K -15,000 -73%
DLG
2652
Daniel L. Goodwin
$285K – – –
SJL
2653
Shayne & Jacobs LLC
Tennessee
$285K – – –
BWP
2654
Balboa Wealth Partners
Arizona
$285K -$79.3K -1,612 -23%
LFG
2655
Lockerman Financial Group
California
$284K -$47.7K -969 -15%
TC
2656
Trilogy Capital
California
$284K +$36.7K +747 +16%
SWA
2657
Sax Wealth Advisors
New Jersey
$284K +$19.4K +394 +8%
WWM
2658
WT Wealth Management
Arizona
$284K +$9.84K +200 +4%
LSA
2659
Lansing Street Advisors
Pennsylvania
$282K -$31K -631 -10%
EW
2660
Element Wealth
Mississippi
$282K -$394 -8 -0.1%
BWM
2661
Baron Wealth Management
Michigan
$282K -$120K -2,440 -31%
BG
2662
Bollard Group
Massachusetts
$282K +$16.1K +327 +6%
CAM
2663
CPA Asset Management
Florida
$282K -$9.84K -200 -4%
MAWCM
2664
Mine & Arao Wealth Creation & Management
California
$280K +$98 +2 +0%
PFG
2665
Piershale Financial Group
Illinois
$280K +$49 +1 +0%
MAWA
2666
Moss Adams Wealth Advisors
Washington
$280K +$14.7K +299 +6%
EVM
2667
Evelyn V. Moreno
$279K -$61.5K -1,250 -19%
AR
2668
Apeiron RIA
Texas
$278K -$19.6K -398 -7%
AWAP
2669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$278K – – –
BSI
2670
Bennett Selby Investments
Maine
$277K -$1.33K -27 -0.5%
LGG
2671
Luts & Greenleigh Group
Maryland
$277K -$13.4K -272 -5%
MIP
2672
Marietta Investment Partners
Wisconsin
$276K +$262K +5,336 New
CWA
2673
CM Wealth Advisors
Ohio
$275K -$358K -7,282 -58%
FNBOMD
2674
First National Bank of Mount Dora
Florida
$275K – – –
NFP
2675
Narus Financial Partners
Utah
$275K +$262K +5,317 New
105 106
107
108 109