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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1201
Clarus Wealth Advisors
Arizona
$223K +$59.5K +3,127 +27%
5L
1202
55I LLC
Massachusetts
$223K +$251K +13,195 New
BRG
1203
Bay Rivers Group
Virginia
$222K -$107K -5,645 -30%
MIC
1204
Means Investment Company
Maine
$222K -$41.5K -2,180 -14%
MCM
1205
Maple Capital Management
Vermont
$221K +$5.13K +270 +2%
PFM
1206
Parsec Financial Management
North Carolina
$221K +$56K +2,943 +29%
AWA
1207
Amplius Wealth Advisors
Pennsylvania
$220K -$16.3K -858 -6%
JWBC
1208
J.W. Burns & Co
New York
$220K +$3.8K +200 +2%
GCP
1209
Gill Capital Partners
Colorado
$220K +$63.9K +3,363 +35%
FAM
1210
Formidable Asset Management
Ohio
$219K -$82.7K -4,350 -25%
B
1211
BetterWealth
California
$218K +$1.56K +82 +0.6%
AWM
1212
Avaii Wealth Management
Wisconsin
$217K -$167K -8,777 -41%
WA
1213
Waverly Advisors
Alabama
$217K -$5.19K -273 -2%
FPCP
1214
Fort Point Capital Partners
California
$217K +$32.6K +1,716 +15%
OR
1215
Olympiad Research
Connecticut
$217K +$244K +12,825 New
MMPW
1216
Mitchell McLeod Pugh & Williams
Alabama
$217K +$244K +12,849 New
LI
1217
LVZ Inc
Michigan
$216K -$2.19K -115 -0.9%
AAM
1218
Auxier Asset Management
Oregon
$216K – – –
LIA
1219
LS Investment Advisors
Michigan
$216K – – –
MSA
1220
Marino Stram & Associates
Massachusetts
$216K +$23.2K +1,220 +11%
HVIA
1221
Hudson Valley Investment Advisors
New York
$216K +$243K +12,772 New
LI
1222
Lafayette Investments
Maryland
$215K -$28.5K -1,500 -11%
LA
1223
Lynch & Associates
Indiana
$215K +$190 +10 +0.1%
NFP
1224
Narus Financial Partners
Utah
$214K +$241K +12,679 New
ORC
1225
O'Rourke & Company
Massachusetts
$214K +$9.98K +525 +4%
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