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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3201
AlphaCentric Advisors
Puerto Rico
$426K +$22K +210 +6%
JDLA
3202
J. Derek Lewis & Associates
California
$426K +$379K +3,627 New
OFW
3203
Omnia Family Wealth
Florida
$425K +$3.87K +37 +1%
MCM
3204
Mendel Capital Management
Arkansas
$425K +$1.46K +14 +0.4%
VIP
3205
Vista Investment Partners
Oklahoma
$425K -$3.97K -38 -1%
HWMG
3206
Hurlow Wealth Management Group
Indiana
$425K +$5.44K +52 +1%
FC
3207
Financial Consulate
Maryland
$423K +$24.4K +233 +7%
FA
3208
FSA Advisors
Michigan
$423K -$278K -2,662 -42%
FCIM
3209
Fairview Capital Investment Management
California
$422K +$17.9K +171 +5%
SCA
3210
Sandy Cove Advisors
Massachusetts
$422K +$1.78K +17 +0.5%
AWA
3211
ARQ Wealth Advisors
Arizona
$422K -$7.62M -72,895 -95%
SFG
3212
Sather Financial Group
Texas
$422K +$59.5K +569 +19%
KFS
3213
Kelly Financial Services
Massachusetts
$421K +$2.09K +20 +0.6%
CA
3214
Centennial Advisors
Texas
$421K -$20.6K -197 -5%
MWC
3215
MBM Wealth Consultants
Missouri
$421K -$339K -3,246 -48%
LWA
3216
Lantern Wealth Advisors
New York
$421K -$32.5K -311 -8%
IPW
3217
Invictus Private Wealth
Colorado
$420K +$46.3K +443 +14%
SWTS
3218
Stonehaven Wealth & Tax Solutions
Wisconsin
$420K +$4.39K +42 +1%
HIM
3219
Hanlon Investment Management
New Jersey
$419K -$177K -1,689 -32%
TCM
3220
Teza Capital Management
Illinois
$419K +$373K +3,570 New
MFS
3221
McNamara Financial Services
Massachusetts
$419K – – –
WE
3222
Wealth Effects
Massachusetts
$418K +$4.71K +45 +1%
AIA
3223
Accelerate Investment Advisors
California
$418K -$39.9K -382 -10%
QFP
3224
Quantum Financial Partners
Kansas
$418K +$372K +3,555 New
EFL
3225
ERn Financial LLC
Wisconsin
$417K +$941 +9 +0.3%
127 128
129
130 131