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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3376
Fortress Financial Group
Minnesota
$221K +$213K +2,875 New
SEP
3377
Signature Equity Partners
Ohio
$220K +$212K +2,861 New
ITB
3378
Idaho Trust Bank
Idaho
$220K +$212K +2,861 New
CPW
3379
Cogent Private Wealth
Florida
$219K +$211K +2,845 New
LWA
3380
Legacy Wealth Advisors
Florida
$219K +$211K +2,837 New
SA
3381
Stewardship Advisors
Pennsylvania
$218K +$210K +2,834 New
PF
3382
Prosperitas Financial
California
$218K +$210K +2,831 New
HSG
3383
Helen Stephens Group
Texas
$218K -$23.4K -316 -10%
MAA
3384
Mraz Amerine & Associates
California
$218K -$44.7K -603 -18%
PBF
3385
Petix & Botte Financial
California
$217K +$209K +2,822 New
KWA
3386
Kondo Wealth Advisors
California
$217K +$209K +2,819 New
LRIA
3387
Leonard Rickey Investment Advisors
Washington
$217K +$209K +2,819 New
CTB
3388
Country Trust Bank
Illinois
$217K – – –
TA
3389
TPG Advisors
Illinois
$217K +$209K +2,814 New
GAA
3390
Guardian Asset Advisors
Pennsylvania
$216K +$208K +2,801 New
SCG
3391
Sonata Capital Group
Washington
$216K -$12.2K -164 -6%
OWM
3392
Omnitrust Wealth Management
Florida
$216K +$208K +2,801 New
SAMT
3393
Select Asset Management & Trust
Pennsylvania
$215K +$207K +2,785 New
FF
3394
Francis Financial
$215K +$23.4K +315 +13%
SIA
3395
Sage Investment Advisers
New York
$215K +$207K +2,788 New
CFM
3396
Cornerstone Financial Management
Massachusetts
$214K +$206K +2,782 New
EL
3397
Essex LLC
Illinois
$214K +$206K +2,779 New
MIM
3398
Morningstar Investment Management
Illinois
$214K -$177K -2,385 -46%
LFG
3399
Lazard Frères Gestion
France
$214K +$206K +2,780 New
ATWA
3400
Arbor Trust Wealth Advisors
Michigan
$214K -$61.2K -825 -23%
134 135
136
137 138