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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3901
BridgePort Financial Solutions
Iowa
$201K -$50.4K -271 -18%
SIM
3902
Synergy Investment Management
Florida
$200K +$151K +810 +315%
TI
3903
tru Independence
Oregon
$200K -$745 -4 -0.3%
EMC
3904
Everest Management Corp
California
$200K +$225K +1,207 New
HA
3905
Heartland Advisors
Wisconsin
$199K – – –
OAJ
3906
Ogorek Anthony Joseph
New York
$198K +$60.7K +326 +37%
ACA
3907
Atlas Capital Advisors
Wyoming
$195K -$134K -722 -38%
KFP
3908
Kerr Financial Planning
California
$191K -$7.63K -41 -3%
TWD
3909
True Wealth Design
Ohio
$191K +$135K +724 +170%
CPG
3910
Cornerstone Planning Group
New Jersey
$190K -$11.9K -64 -6%
TWM
3911
Tripletail Wealth Management
Florida
$182K – – –
PS
3912
Planning Strategies
Pennsylvania
$182K +$204K +1,097 New
1CP
3913
1015 Capital Partners
Pennsylvania
$180K -$186 -1 -0.1%
DFA
3914
DHJJ Financial Advisors
Illinois
$177K – – –
ITFISA
3915
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$175K -$189K -1,016 -49%
BWM
3916
Bernard Wealth Management
Michigan
$172K – – –
AP
3917
Aspect Partners
Virginia
$172K – – –
SA
3918
SRH Advisors
Kansas
$170K – – –
MUMSS
3919
Mitsubishi UFJ Morgan Stanley Securities
Japan
$170K +$23.3K +125 +14%
LAS
3920
Lloyd Advisory Services
Georgia
$168K -$440K -2,365 -70%
WA
3921
Westfuller Advisors
New York
$168K +$45.8K +246 +32%
MFT
3922
Moisand Fitzgerald Tamayo
Florida
$167K – – –
WCMN
3923
Westchester Capital Management (Nebraska)
Nebraska
$167K – – –
PWMG
3924
Private Wealth Management Group
New Jersey
$164K +$67.6K +363 +58%
HFS
3925
Horizon Financial Services
North Carolina
$164K +$27.4K +147 +18%
155 156
157
158 159