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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2876
InTrack Investment Management
Vermont
$210K -$60.8K -1,219 -22%
KWA
2877
Kellett Wealth Advisors
Ohio
$210K -$9.98K -200 -5%
SIC
2878
Sigma Investment Counselors
Michigan
$210K – – –
PCH
2879
PGIM Custom Harvest
New Jersey
$210K -$150 -3 -0.1%
WGAM
2880
Wilkinson Global Asset Management
New York
$209K -$29.9K -600 -13%
MHWM
2881
Montz Harcus Wealth Management
Louisiana
$208K -$3.44K -69 -2%
SWIM
2882
Smallwood Wealth Investment Management
New Jersey
$207K +$207K +4,155 New
TIA
2883
Tandem Investment Advisors
South Carolina
$207K +$207K +4,142 New
CFD
2884
Creative Financial Designs
Indiana
$207K +$64.4K +1,290 +45%
OFS
2885
Orrstown Financial Services
Pennsylvania
$207K +$207K +4,140 New
SCA
2886
Southern Capital Advisors
Tennessee
$207K +$206K +4,137 New
IAA
2887
Ironsides Asset Advisors
North Carolina
$205K +$205K +4,114 New
MSFP
2888
Mark Sheptoff Financial Planning
Connecticut
$205K – – –
LCM
2889
Lazari Capital Management
California
$204K +$204K +4,092 New
BEW
2890
Burton Enright Welch
California
$204K -$5.04K -101 -2%
LSC
2891
Lesa Sroufe & Co
Washington
$204K – – –
SAM
2892
SP Asset Management
California
$204K -$130K -2,599 -39%
CMI
2893
Clare Market Investments
Texas
$203K -$4.24K -85 -2%
6F
2894
626 Financial
Michigan
$203K +$50 +1 +0%
ERWM
2895
Elk River Wealth Management
Colorado
$203K -$14.2K -285 -7%
WFA
2896
WestHill Financial Advisors
California
$202K +$202K +4,055 New
MRCM
2897
M&R Capital Management
New Jersey
$202K -$370K -7,413 -65%
DC
2898
Defender Capital
North Carolina
$202K +$1.5K +30 +0.7%
MAG
2899
M3 Advisory Group
Massachusetts
$202K +$202K +4,044 New
HFBOT
2900
Home Federal Bank of Tennessee
Tennessee
$202K -$4.99K -100 -2%
114 115
116
117 118