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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3026
Marathon Capital Management
Maryland
$226K – – –
TPWA
3027
Twin Peaks Wealth Advisors
California
$226K +$243K +3,945 New
SIC
3028
SJS Investment Consulting
Ohio
$225K -$61.5K -999 -21%
WAM
3029
WNY Asset Management
New York
$225K +$15.4K +250 +7%
DMC
3030
Drexel Morgan & Co
Pennsylvania
$225K – – –
AHL
3031
Abel Hall LLC
Louisiana
$225K -$8.06K -131 -3%
HIM
3032
Hanlon Investment Management
New Jersey
$225K -$44.6K -724 -17%
FNBOMD
3033
First National Bank of Mount Dora
Florida
$225K -$33.9K -550 -13%
LAM
3034
Lifestyle Asset Management
Texas
$225K -$24.1K -392 -10%
CCAL
3035
City Center Advisors LLC
Michigan
$224K +$224K +3,635 New
HWM
3036
Horizon Wealth Management
Illinois
$223K +$6.96K +113 +3%
PHWM
3037
Pine Harbor Wealth Management
Maryland
$223K +$308 +5 +0.1%
JLBC
3038
J.L. Bainbridge & Co
Florida
$223K +$123 +2 +0.1%
AIM
3039
Avity Investment Management
Connecticut
$223K – – –
RS
3040
R Squared
Hong Kong
$222K +$221K +3,591 New
PTC
3041
Petrus Trust Company
Texas
$221K +$221K +3,585 New
RIM
3042
Rockbridge Investment Management
New York
$221K +$1.29K +21 +0.6%
JF
3043
JSF Financial
California
$221K -$44.8K -728 -17%
RWA
3044
Redhawk Wealth Advisors
Minnesota
$220K +$2.15K +35 +1%
WSWA
3045
Warren Street Wealth Advisors
California
$220K +$220K +3,569 New
MCM
3046
Mendel Capital Management
Arkansas
$220K +$1.11K +18 +0.5%
YWM
3047
Yoder Wealth Management
California
$220K -$2.22K -36 -1%
CRI
3048
Colonial River Investments
Virginia
$219K -$206K -3,348 -49%
PA
3049
PSI Advisors
Florida
$218K -$82.7K -1,344 -28%
FSWA
3050
Financial Synergies Wealth Advisors
Texas
$218K +$3.02K +49 +1%
120 121
122
123 124