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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3201
AIMZ Investment Advisors
California
$234K – – –
P
3202
Paradiem
Louisiana
$233K -$756 -5 -0.3%
RW
3203
REDW Wealth
New Mexico
$233K +$10.4K +69 +5%
EE
3204
EWG Elevate
California
$233K +$907 +6 +0.4%
SFG
3205
SNS Financial Group
Minnesota
$232K -$6.2K -41 -3%
BA
3206
BCM Advisors
Louisiana
$232K – – –
TFA
3207
Tranquilli Financial Advisor
New Jersey
$231K -$19.5K -129 -8%
FI
3208
Finivi Inc
Massachusetts
$231K +$234K +1,550 New
SSW
3209
Stone Summit Wealth
Florida
$231K -$7.11K -47 -3%
SGC
3210
Slocum, Gordon & Co
Rhode Island
$231K +$30.2K +200 +15%
OWM
3211
Opes Wealth Management
California
$230K +$53.1K +351 +29%
BWM
3212
BCGM Wealth Management
Indiana
$230K +$16.5K +109 +8%
CAAM
3213
Cornerstone Advisors Asset Management
Pennsylvania
$230K – – –
AMCA
3214
Arthur M. Cohen & Associates
Illinois
$229K -$46.4K -307 -17%
OCPWS
3215
One Charles Private Wealth Services
Massachusetts
$229K – – –
SHJ
3216
Sharkey, Howes & Javer
Colorado
$228K – – –
ACA
3217
Atlas Capital Advisors
Wyoming
$228K -$78.5K -519 -25%
HIF
3218
Hill Island Financial
Michigan
$228K +$41.6K +275 +22%
KNW
3219
Kesler Norman & Wride
Utah
$227K -$454 -3 -0.2%
SHWM
3220
Smith & Howard Wealth Management
Georgia
$227K – – –
CCMT
3221
CMT Capital Markets Trading
Germany
$224K -$76.7K -507 -25%
FPIS
3222
Financial Planning & Information Services
Wisconsin
$224K – – –
CCM
3223
Check Capital Management
California
$224K -$28.3K -187 -11%
IEFM
3224
IQ EQ Fund Management
Ireland
$223K -$12.1K -80 -5%
MWA
3225
MFA Wealth Advisors
Pennsylvania
$223K +$226K +1,497 New
127 128
129
130 131