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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2376
Planned Solutions
California
$280K +$52.6K +1,000 +23%
TCOO
2377
Trust Company of Oklahoma
Oklahoma
$280K +$18.3K +347 +7%
GA
2378
Gateway Advisory
New Jersey
$279K +$277K +5,265 New
LFASL
2379
Lugano Financial Advisors SA (LFA)
Switzerland
$278K – – –
MCM
2380
Marathon Capital Management
Maryland
$278K – – –
BWCS
2381
Beirne Wealth Consulting Services
Connecticut
$276K – – –
SA
2382
SRH Advisors
Kansas
$276K – – –
SAM
2383
Synergy Asset Management
Washington
$275K -$3.58K -68 -1%
BWA
2384
Burt Wealth Advisors
Maryland
$275K – – –
HCA
2385
Harbour Capital Advisors
Virginia
$274K -$12.8K -244 -5%
MAWCM
2386
Mine & Arao Wealth Creation & Management
California
$274K +$31.6K +600 +13%
IAP
2387
Indie Asset Partners
Indiana
$273K – – –
MFP
2388
Meridian Financial Partners
Virginia
$273K – – –
SFA
2389
Souders Financial Advisors
Ohio
$273K +$14.2K +269 +6%
HFA
2390
Hoover Financial Advisors
Pennsylvania
$273K +$66.3K +1,260 +32%
CIM
2391
Contravisory Investment Management
Massachusetts
$273K +$271K +5,149 New
LNWTC
2392
Laird Norton Wetherby Trust Company
Washington
$272K -$152K -2,881 -36%
CS
2393
Capital Square
Tennessee
$272K +$105 +2 +0%
SF
2394
Symphony Financial
Texas
$271K -$263K -4,994 -49%
TF
2395
TRH Financial
Iowa
$271K -$41.2K -783 -13%
LWA
2396
Lenox Wealth Advisors
New York
$269K +$2.05K +39 +0.8%
EBA
2397
Eagle Bay Advisors
New York
$268K +$263K +4,995 New
WWM
2398
Wolff Wiese Magana
California
$267K -$13.5K -257 -5%
LWMM
2399
Legacy Wealth Management (Mississippi)
Mississippi
$266K – – –
LSC
2400
Lesa Sroufe & Co
Washington
$266K – – –
94 95
96
97 98