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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3351
Disciplined Investors
Texas
$363K -$36.5K -349 -10%
SAM
3352
Secure Asset Management
Michigan
$362K -$355K -3,394 -52%
KWM
3353
KFG Wealth Management
Indiana
$362K +$15.7K +150 +5%
TM
3354
TigerOak Management
New Mexico
$362K -$28.8K -275 -8%
PBF
3355
Petix & Botte Financial
California
$362K +$175K +1,669 +118%
CFM
3356
Cornerstone Financial Management
Massachusetts
$362K +$26.6K +254 +9%
PP
3357
PFS Partners
New Jersey
$361K -$36.1K -345 -10%
ZWA
3358
Zinnia Wealth Advisory
Florida
$361K +$9.52K +91 +3%
SIP
3359
Stoneridge Investment Partners
Pennsylvania
$361K +$325K +3,110 New
PCM
3360
Poehling Capital Management
Wisconsin
$361K – – –
OCM
3361
Osterweis Capital Management
California
$360K – – –
BWS
3362
BFI Wealth Solutions
Texas
$360K +$320K +3,062 New
FF
3363
Friday Financial
Iowa
$360K -$2.4K -23 -0.7%
MJP
3364
Michael J. Puzo
$359K – – –
RHP
3365
Royal Harbor Partners
Texas
$359K +$941 +9 +0.3%
SIC
3366
Sterling Investment Counsel
New York
$359K +$627 +6 +0.2%
NWMG
3367
National Wealth Management Group
Ohio
$359K -$23.2K -222 -7%
LWM
3368
LJI Wealth Management
Indiana
$359K +$11.6K +111 +4%
GSAM
3369
Grant Street Asset Management
Pennsylvania
$358K – – –
KFGG
3370
Keystone Financial Group (Georgia)
Georgia
$358K +$1.36K +13 +0.4%
6F
3371
626 Financial
Michigan
$358K -$6.28K -60 -2%
PA
3372
Prairie Advisory
Kansas
$357K +$318K +3,042 New
NLA
3373
Northern Lights Advisors
Washington
$357K +$318K +3,040 New
CWM
3374
Castle Wealth Management
Florida
$357K +$7.74K +74 +2%
CA
3375
COFG Advisors
Illinois
$357K -$12.7K -121 -4%
133 134
135
136 137