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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
3626
Roble Belko & Company
Pennsylvania
$228K +$62K +407 +37%
SGWM
3627
Sterling Group Wealth Management
California
$228K +$762 +5 +0.3%
JCM
3628
Jag Capital Management
Missouri
$228K +$16K +105 +8%
IFA
3629
Interactive Financial Advisors
Illinois
$228K +$2.44K +16 +1%
OA
3630
Oasis Advisors
Iowa
$227K +$227K +1,492 New
FWM
3631
ForthRight Wealth Management
Georgia
$227K – – –
WH
3632
Whitcomb & Hess
Ohio
$227K +$2.13K +14 +1%
DIP
3633
Davis Investment Partners
North Carolina
$226K +$1.83K +12 +0.8%
S
3634
Steadtrust
Texas
$226K +$226K +1,484 New
JMA
3635
J.M. Arbour
Maine
$226K +$226K +1,482 New
MCFP
3636
Mallini Complete Financial Planning
Florida
$225K – – –
AF
3637
Affiance Financial
Minnesota
$224K -$18.7K -123 -8%
LRIA
3638
Leonard Rickey Investment Advisors
Washington
$223K +$4.42K +29 +2%
BFS
3639
BridgePort Financial Solutions
Iowa
$223K +$305 +2 +0.1%
RPSA
3640
Richard P. Slaughter Associates
Texas
$223K -$24.8K -163 -10%
TA
3641
TFB Advisors
Kansas
$221K -$8.22K -54 -4%
APA
3642
Astoria Portfolio Advisors
New York
$221K -$53.9K -354 -23%
CWA
3643
Consilio Wealth Advisors
Washington
$221K +$1.98K +13 +0.9%
SIM
3644
SSI Investment Management
California
$220K – – –
MCM
3645
M1 Capital Management
Michigan
$220K +$6.24K +41 +3%
SF
3646
Seek First
California
$219K +$457 +3 +0.2%
HIG
3647
Heritage Investment Group
Florida
$219K +$219K +1,436 New
FA
3648
Fountainhead AM
New Jersey
$218K -$402K -2,641 -65%
BHA
3649
Beech Hill Advisors
New York
$216K -$38.1K -250 -15%
WWM
3650
Waterway Wealth Management
Texas
$216K +$18.7K +123 +10%
144 145
146
147 148