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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2901
Affinity Investment Advisors
California
$317K – – –
TB
2902
Terril Brothers
Missouri
$316K +$60.2K +373 +25%
WAOI
2903
Wealth Advisors of Iowa
Iowa
$316K +$16K +99 +6%
SWP
2904
Summit Wealth Partners
Florida
$316K +$56.5K +350 +23%
GCM
2905
Goldstream Capital Management
Hong Kong
$316K – – –
B
2906
Bensler
Washington
$314K -$31.5K -195 -9%
SFM
2907
Signet Financial Management
New Jersey
$314K -$26.2K -162 -8%
AL
2908
ADE LLC
Maryland
$314K -$3.88K -24 -1%
FA
2909
Faithward Advisors
Pennsylvania
$313K -$50.9K -315 -13%
FWM
2910
Focused Wealth Management
New York
$313K +$21.3K +132 +8%
SC
2911
Saturna Capital
Washington
$312K – – –
CAM
2912
Concorde Asset Management
Michigan
$312K +$11.5K +71 +4%
TFM
2913
TFC Financial Management
Massachusetts
$312K +$72K +446 +32%
AMCA
2914
Arthur M. Cohen & Associates
Illinois
$311K – – –
RA
2915
Regis Acquisition
Colorado
$311K – – –
KWM
2916
KFG Wealth Management
Indiana
$310K – – –
FFG
2917
Fortem Financial Group
California
$310K -$12.6K -78 -4%
AGWCA
2918
Annis Gardner Whiting Capital Advisors
Florida
$309K +$296K +1,834 New
IFA
2919
Index Fund Advisors
California
$309K +$296K +1,833 New
TC
2920
Trust Company
Kansas
$308K -$60.6K -375 -17%
SFA
2921
Seneca Financial Advisors
New York
$308K +$295K +1,827 New
MECA
2922
Miller Equity Capital Advisors
Texas
$307K – – –
FFIC
2923
First Fiduciary Investment Counsel
Ohio
$307K +$56.5K +350 +24%
IWP
2924
IAG Wealth Partners
Wisconsin
$306K -$24.2K -150 -8%
MF
2925
Montis Financial
Massachusetts
$305K +$32.8K +203 +13%
115 116
117
118 119