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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3676
OakTrust Wealth Advisors
Connecticut
$249K +$16.6K +89 +6%
E
3677
EntreWealth
Texas
$249K +$245K +1,318 New
R
3678
Rebalance
California
$249K +$558 +3 +0.2%
HB
3679
Horizon Bancorp
Indiana
$249K -$2.61K -14 -0.9%
JWM
3680
Jupiter Wealth Management
Colorado
$249K -$800K -4,300 -74%
DP
3681
Denver PWM
Colorado
$248K – – –
WA
3682
Waterford Advisors
New York
$248K +$12.7K +68 +5%
AW
3683
Ankerstar Wealth
Texas
$248K -$19.5K -105 -7%
GFG
3684
Genesis Financial Group
New Jersey
$248K +$558 +3 +0.2%
LGG
3685
Luts & Greenleigh Group
Maryland
$247K -$39.8K -214 -13%
BONST
3686
Bank of Nova Scotia Trust
Ontario, Canada
$247K -$50.1K -269 -15%
RWRC
3687
R.W. Roge & Company
New York
$247K – – –
RP
3688
Riverwater Partners
Wisconsin
$247K +$49.9K +268 +22%
AWP
3689
Avid Wealth Partners
Texas
$247K +$33.7K +181 +14%
LRIA
3690
Leonard Rickey Investment Advisors
Washington
$247K +$745 +4 +0.3%
S
3691
Steadtrust
Texas
$247K +$558 +3 +0.2%
CTC
3692
Cetera Trust Company
Minnesota
$246K – – –
KCM
3693
KRS Capital Management
Michigan
$246K +$1.49K +8 +0.5%
CC
3694
Cypress Capital
Tennessee
$246K +$8K +43 +3%
DM
3695
Diversified Management
Wisconsin
$245K -$832K -4,469 -75%
DCBT
3696
Dakota Community Bank & Trust
North Dakota
$245K -$3.72K -20 -1%
HHAA
3697
Henry H. Armstrong Associates
Pennsylvania
$245K -$18.6K -100 -6%
DIP
3698
Davis Investment Partners
North Carolina
$244K +$2.05K +11 +0.8%
TFA
3699
Tobias Financial Advisors
Florida
$244K -$36.3K -195 -12%
CAP
3700
Columbia Advisory Partners
Washington
$243K +$273K +1,468 New
146 147
148
149 150