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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAC
3576
Private Wealth Advisors (California)
California
$202K -$177K -1,141 -47%
SMH
3577
Sanders Morris Harris
Texas
$202K +$201K +1,300 New
PRI
3578
Prepared Retirement Institute
Pennsylvania
$202K +$201K +1,299 New
TPW
3579
Transatlantique Private Wealth
New York
$201K +$201K +1,296 New
HWM
3580
HRC Wealth Management
Idaho
$201K +$200K +1,294 New
PHIC
3581
Pine Haven Investment Counsel
Massachusetts
$201K +$200K +1,293 New
SWM
3582
SilverOak Wealth Management
Minnesota
$201K -$18.9K -122 -9%
CC
3583
Cypress Capital
Tennessee
$201K +$200K +1,292 New
WWM
3584
Waterway Wealth Management
Texas
$201K -$394K -2,546 -66%
BAM
3585
Bellevue Asset Management
Washington
$201K +$929 +6 +0.5%
CFG
3586
CKW Financial Group
Hawaii
$200K +$310 +2 +0.2%
VWA
3587
VSM Wealth Advisory
Maryland
$197K -$64.9K -419 -25%
CFP
3588
Comprehensive Financial Planning
Pennsylvania
$195K +$1.24K +8 +0.6%
FFWM
3589
Future Financial Wealth Management
Ohio
$193K +$77.6K +501 +68%
HFS
3590
Hughes Financial Services
Virginia
$193K +$1.24K +8 +0.6%
AT
3591
Avalon Trust
New Mexico
$187K +$53.3K +344 +40%
HA
3592
Heartland Advisors
Wisconsin
$186K – – –
SC
3593
Swan Capital
Florida
$180K -$142K -919 -44%
CAM
3594
Clarity Asset Management
Iowa
$177K +$155 +1 +0.1%
TSMHT
3595
Thurston Springer Miller Herd & Titak
Indiana
$175K -$3.66M -23,649 -95%
MIFH
3596
Migdal Insurance & Financial Holdings
Israel
$172K – – –
TWM
3597
Tripletail Wealth Management
Florida
$172K +$173K +1,117 New
RBC
3598
Roble Belko & Company
Pennsylvania
$169K +$4.18K +27 +3%
EP
3599
Essential Partners
California
$168K +$151K +977 +930%
DFA
3600
DHJJ Financial Advisors
Illinois
$166K +$1.55K +10 +0.9%
142 143
144
145 146