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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2976
Successful Portfolios
Florida
$356K -$3.29K -42 -0.9%
CST
2977
Charles Schwab Trust
Nevada
$356K -$193K -2,469 -35%
DIP
2978
DT Investment Partners
Pennsylvania
$354K -$65K -830 -15%
NF
2979
Napier Financial
Massachusetts
$354K +$357K +4,561 New
PMG
2980
ProVise Management Group
Florida
$354K -$51.3K -655 -13%
SCA
2981
Strathmore Capital Advisors
North Carolina
$353K +$7.67K +98 +3%
MSWM
2982
Master's Wealth Management
Pennsylvania
$352K +$107K +1,361 +43%
TFM
2983
TFC Financial Management
Massachusetts
$352K -$49.5K -632 -12%
SPA
2984
Sound Portfolio Advisors
Connecticut
$351K +$354K +4,528 New
WIA
2985
Wetzel Investment Advisors
Indiana
$351K -$29.7K -379 -8%
GLLW
2986
Graves Light Lenhart Wealth
Virginia
$351K -$7.83K -100 -2%
WFA
2987
Websterrogers Financial Advisors
South Carolina
$350K +$22.7K +290 +7%
GAA
2988
Global Assets Advisory
Florida
$350K +$58K +741 +20%
ECML
2989
Eagle Capital Management (Louisiana)
Louisiana
$350K – – –
GMFG
2990
Greater Midwest Financial Group
Minnesota
$350K +$1.17K +15 +0.3%
WP
2991
WealthShield Partners
North Carolina
$350K +$12.1K +155 +4%
GWAG
2992
Garrett Wealth Advisory Group
Texas
$349K +$352K +4,502 New
FC
2993
Fairscale Capital
New Hampshire
$349K – – –
IAMH
2994
IvyRock Asset Management (HK)
Hong Kong
$349K – – –
AWM
2995
Ariadne Wealth Management
California
$349K -$98.5K -1,258 -22%
CASB
2996
Cape Ann Savings Bank
Massachusetts
$349K +$8.61K +110 +3%
BDL
2997
Bey-Douglas LLC
Georgia
$348K -$40.5K -517 -10%
ABTD
2998
Arvest Bank Trust Division
Oklahoma
$347K -$18.4K -235 -5%
HFRG
2999
Houlihan Financial Resource Group
Virginia
$347K -$15.7K -200 -4%
RIA
3000
Richwood Investment Advisors
Ohio
$347K – – –
118 119
120
121 122