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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
3326
Continental Investors Services
Washington
$275K +$14.4K +93 +5%
AWP
3327
Abacus Wealth Partners
California
$274K -$18.1K -117 -6%
MWM
3328
Mascoma Wealth Management
New Hampshire
$274K -$4.8K -31 -2%
FP
3329
Financial Perspectives
Minnesota
$274K -$38.7K -250 -12%
WFA
3330
WJ Financial Advisors
Connecticut
$274K +$273K +1,764 New
MAM
3331
MMA Asset Management
Pennsylvania
$274K +$273K +1,761 New
NCTC
3332
New Covenant Trust Company
Indiana
$273K – – –
PCM
3333
Princeton Capital Management
New Jersey
$273K -$36.1K -233 -12%
WMA
3334
William Mack & Associates
Michigan
$273K +$465 +3 +0.2%
DCM
3335
Delta Capital Management
New Jersey
$272K – – –
LSA
3336
L & S Advisors
California
$272K +$4.65K +30 +2%
IAG
3337
Investment Advisory Group
Massachusetts
$272K +$9.76K +63 +4%
BPWM
3338
BCS Private Wealth Management
New Jersey
$272K +$10.8K +70 +4%
AFGAS
3339
Allegiance Financial Group Advisory Services
Virginia
$271K +$271K +1,747 New
KIG
3340
Kennedy Investment Group
New Jersey
$271K +$1.55K +10 +0.6%
EWA
3341
EQ Wealth Advisors
Texas
$271K -$38.3K -247 -12%
TNAM
3342
Terra Nova Asset Management
New York
$271K – – –
BWM
3343
BlackDiamond Wealth Management
New York
$270K -$79K -510 -23%
BFA
3344
Bright Financial Advisors
Michigan
$270K – – –
KCM
3345
KRS Capital Management
Michigan
$269K -$23.4K -151 -8%
SWIG
3346
Strategic Wealth Investment Group
Kentucky
$269K +$268K +1,730 New
RA
3347
Rise Advisors
New York
$269K -$29.9K -193 -10%
TCMP
3348
Thrive Capital Management (Pennsylvania)
Pennsylvania
$268K +$36.7K +237 +16%
TFA
3349
Trinity Financial Advisors
Ohio
$268K +$37.5K +242 +16%
COFSG
3350
Carbahal Olsen Financial Services Group
California
$268K – – –
132 133
134
135 136