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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2776
Hoey Investments
Pennsylvania
$255K -$292K -2,036 -57%
CIM
2777
Contravisory Investment Management
Massachusetts
$255K – – –
DI
2778
Disciplined Investments
Oklahoma
$255K +$102K +713 +83%
SGK
2779
Steigerwald Gordon & Koch
Virginia
$255K +$224K +1,564 New
FWM
2780
Focused Wealth Management
New York
$254K -$2.44K -17 -1%
WAOI
2781
Wealth Advisors of Iowa
Iowa
$254K +$224K +1,563 New
AWM
2782
Alterna Wealth Management
Texas
$253K +$222K +1,551 New
RMC
2783
Regis Management Company
California
$253K +$223K +1,554 New
IAP
2784
Indie Asset Partners
Indiana
$253K +$223K +1,557 New
PIP
2785
Peachtree Investment Partners
Florida
$252K +$222K +1,546 New
SFA
2786
Source Financial Advisors
New York
$252K +$222K +1,548 New
JWM
2787
Jackson Wealth Management
Florida
$252K +$222K +1,549 New
FS
2788
Ferguson Shapiro
Georgia
$252K +$222K +1,550 New
FA
2789
Faithward Advisors
Pennsylvania
$250K +$220K +1,534 New
SHJ
2790
Sharkey, Howes & Javer
Colorado
$249K -$84K -586 -28%
TWM
2791
Triton Wealth Management
Arizona
$248K – – –
MCM
2792
Mattern Capital Management
Colorado
$248K +$218K +1,523 New
NWM
2793
Northwest Wealth Management
Iowa
$248K +$218K +1,523 New
WAS
2794
Winch Advisory Services
Wisconsin
$247K +$717 +5 +0.3%
CFS
2795
Capital Financial Services
New York
$247K +$217K +1,515 New
HIG
2796
Heritage Investment Group
Florida
$247K +$217K +1,515 New
KCM
2797
KRS Capital Management
Michigan
$246K +$717 +5 +0.3%
RTC
2798
Riverview Trust Company
Washington
$246K +$173K +1,203 +392%
AMM
2799
American Money Management
California
$246K +$217K +1,513 New
PHIC
2800
Pine Haven Investment Counsel
Massachusetts
$244K -$52.6K -367 -20%
110 111
112
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