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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
2551
Morling Financial Advisors
California
$239K -$18.6K -68 -8%
SMWM
2552
Silvia McColl Wealth Management
California
$239K – – –
TNB
2553
Thomasville National Bank
Georgia
$239K – – –
TIA
2554
Trust Investment Advisors
Indiana
$238K -$20.5K -75 -9%
CCM
2555
Copeland Capital Management
Pennsylvania
$238K – – –
JHCP
2556
Jackson Hole Capital Partners
Oklahoma
$238K – – –
JWA
2557
JFS Wealth Advisors
Pennsylvania
$237K -$9.57K -35 -4%
MSF
2558
Mustard Seed Financial
Arkansas
$237K – – –
NRI
2559
NFP Retirement Inc
California
$237K -$95.7K -350 -31%
APW
2560
Austin Private Wealth
Texas
$237K +$215K +787 New
SLT
2561
St Louis Trust
Missouri
$236K – – –
MKA
2562
M. Kulyk & Associates
Georgia
$235K – – –
NAMNJ
2563
NorthStar Asset Management (New Jersey)
New Jersey
$235K +$273 +1 +0.1%
FI
2564
Financial Insights
Washington
$235K +$213K +780 New
IUHSA
2565
Itau Unibanco Holding S.A.
Brazil
$234K -$36.4K -133 -15%
LRWA
2566
Long Run Wealth Advisors
New York
$234K +$212K +776 New
RA
2567
Riverstone Advisors
Texas
$233K +$212K +775 New
SWRP
2568
Summit Wealth & Retirement Planning
California
$233K +$211K +773 New
GA
2569
Greenspring Advisors
Maryland
$233K +$211K +773 New
NECFA
2570
New England Capital Financial Advisors
Connecticut
$232K – – –
MWM
2571
Maridea Wealth Management
New York
$232K +$210K +767 New
OWM
2572
Orca Wealth Management
Florida
$232K -$48.1K -176 -19%
HCM
2573
Hutchinson Capital Management
California
$232K +$210K +770 New
HAM
2574
Harmony Asset Management
Arizona
$231K +$210K +769 New
CM
2575
Cercano Management
Washington
$231K +$210K +769 New
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