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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
3026
USAdvisors Wealth Management
Minnesota
$248K +$220K +3,576 New
KFS
3027
Kelly Financial Services
Massachusetts
$248K +$18K +293 +9%
FCT
3028
First Community Trust
Iowa
$248K -$18.4K -300 -8%
JLBC
3029
J.L. Bainbridge & Co
Florida
$247K -$2.95K -48 -1%
RIM
3030
Rockbridge Investment Management
New York
$247K -$1.29K -21 -0.6%
SIC
3031
SJS Investment Consulting
Ohio
$246K -$6.51K -106 -3%
MCM
3032
Mendel Capital Management
Arkansas
$246K -$1.23K -20 -0.6%
CRI
3033
Colonial River Investments
Virginia
$245K +$615 +10 +0.3%
DQRIM
3034
Dale Q Rice Investment Management
Washington
$244K -$223K -3,629 -50%
IPW
3035
Impact Partnership Wealth
Georgia
$244K -$783K -12,736 -78%
MWM
3036
Mittelman Wealth Management
Massachusetts
$243K -$96.7K -1,573 -31%
MFS
3037
McNamara Financial Services
Massachusetts
$243K – – –
CTC
3038
Cetera Trust Company
Minnesota
$242K – – –
PIA
3039
Pollock Investment Advisors
Michigan
$242K +$1.35K +22 +0.6%
SAM
3040
SP Asset Management
California
$242K +$8.3K +135 +4%
PP
3041
Postrock Partners
Oregon
$241K +$9.22K +150 +5%
BWM
3042
Birchcreek Wealth Management
Ohio
$241K -$2.52K -41 -1%
KWM
3043
KFG Wealth Management
Indiana
$241K +$214K +3,475 New
HWM
3044
Horizon Wealth Management
Illinois
$241K -$9.03K -147 -4%
MS
3045
Madden Securities
Texas
$240K -$56.4K -917 -21%
CC
3046
Cypress Capital
Tennessee
$240K +$212K +3,453 New
APWA
3047
Atlas Private Wealth Advisors
New Jersey
$240K +$12.7K +206 +6%
LC
3048
Landaas & Company
Wisconsin
$238K +$184 +3 +0.1%
MAA
3049
Mraz Amerine & Associates
California
$238K -$23.2K -378 -10%
FS
3050
Ferguson Shapiro
Georgia
$238K +$211K +3,428 New
120 121
122
123 124