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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2876
Traynor Capital Management
Pennsylvania
$215K +$203K +1,933 New
MIP
2877
Marietta Investment Partners
Wisconsin
$215K -$215K -2,050 -52%
MWA
2878
Medallion Wealth Advisors
Connecticut
$214K +$209K +1,987 New
PFA
2879
Petra Financial Advisors
Colorado
$214K +$202K +1,923 New
PDM
2880
Penn Davis McFarland
Texas
$214K +$202K +1,921 New
KWAG
2881
Kiely Wealth Advisory Group
North Carolina
$214K – – –
WP
2882
WealthShield Partners
North Carolina
$212K +$200K +1,902 New
FWM
2883
FMB Wealth Management
California
$212K +$200K +1,906 New
SAM
2884
Summit Asset Management
Tennessee
$212K +$200K +1,905 New
IAG
2885
Investmark Advisory Group
Connecticut
$211K -$56.1K -534 -22%
CJL
2886
Cyrus J. Lawrence
New York
$211K -$42K -400 -17%
SPC
2887
Spirepoint Private Client
Florida
$210K +$198K +1,889 New
CIS
2888
Custom Index Systems
New York
$210K +$198K +1,885 New
HP
2889
Holistic Planning
Texas
$209K +$198K +1,881 New
FDDB
2890
Fidelity D&D Bancorp
Pennsylvania
$209K -$65.8K -626 -25%
JWM
2891
JGP Wealth Management
Oregon
$209K +$197K +1,878 New
NLP
2892
Next Level Private
New York
$209K +$197K +1,876 New
NEWAS
2893
N.E.W. Advisory Services
Wisconsin
$209K +$197K +1,875 New
PIMG
2894
Patriot Investment Management Group
Tennessee
$209K +$197K +1,874 New
GFM
2895
GEN Financial Management
Minnesota
$208K +$197K +1,871 New
TA
2896
TruWealth Advisors
Louisiana
$208K +$197K +1,871 New
LTI
2897
Laffer Tengler Investments
Tennessee
$208K -$85.7K -816 -30%
AP
2898
Adero Partners
California
$208K +$196K +1,866 New
CPA
2899
Capital Performance Advisors
California
$208K +$8.09K +77 +4%
BFG
2900
Bouchey Financial Group
New York
$207K +$195K +1,860 New
114 115
116
117 118