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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3201
SNS Financial Group
Minnesota
$250K +$4.68K +31 +2%
MF
3202
Montis Financial
Massachusetts
$249K -$17.5K -116 -7%
I
3203
INVST
Indiana
$249K -$1.81K -12 -0.8%
LFA
3204
Longview Financial Advisors
Alabama
$249K -$17.4K -115 -7%
BA
3205
Bluesphere Advisors
Pennsylvania
$248K – – –
A
3206
AJOVista
Massachusetts
$248K – – –
TCOK
3207
Trust Company of Kansas
Kansas
$248K – – –
KWS
3208
Keystone Wealth Services
California
$248K +$302 +2 +0.1%
AIA
3209
AIMZ Investment Advisors
California
$247K – – –
P
3210
Paradiem
Louisiana
$246K – – –
GWA
3211
GGM Wealth Advisors
Maryland
$246K +$229K +1,520 New
SHJ
3212
Sharkey, Howes & Javer
Colorado
$245K +$3.77K +25 +2%
LFG
3213
Leverty Financial Group
Wisconsin
$245K -$4.22K -28 -2%
BWM
3214
BCGM Wealth Management
Indiana
$245K +$1.36K +9 +0.6%
SCM
3215
Sage Capital Management
New Jersey
$244K -$37.6K -249 -14%
HHAA
3216
Henry H. Armstrong Associates
Pennsylvania
$244K +$27.6K +183 +13%
BMCM
3217
Burns Matteson Capital Management
New York
$244K -$10.4K -69 -4%
SGC
3218
Slocum, Gordon & Co
Rhode Island
$244K – – –
TIA
3219
Tandem Investment Advisors
South Carolina
$244K +$233K +1,545 New
CIS
3220
Continental Investors Services
Washington
$244K +$8K +53 +4%
RS
3221
Rakuten Securities
Japan
$244K +$39.1K +259 +20%
OWM
3222
Opes Wealth Management
California
$244K -$151 -1 -0.1%
CAAM
3223
Cornerstone Advisors Asset Management
Pennsylvania
$243K – – –
CWA
3224
Cascade Wealth Advisors
Washington
$242K +$230K +1,524 New
OCPWS
3225
One Charles Private Wealth Services
Massachusetts
$242K – – –
127 128
129
130 131