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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2876
Trilogy Capital
California
$350K +$337K +1,107 New
KFS
2877
Kelly Financial Services
Massachusetts
$350K +$914 +3 +0.3%
SAM
2878
Sequent Asset Management
Texas
$349K – – –
AIA
2879
Angeles Investment Advisors
California
$348K +$336K +1,103 New
OC
2880
Oakmont Corp
California
$348K – – –
TA
2881
TrueWealth Advisors
Alabama
$348K +$24.7K +81 +8%
KA
2882
Keene & Associates
Texas
$348K -$99.9K -328 -23%
PCA
2883
Pallas Capital Advisors
Massachusetts
$348K +$34.4K +113 +11%
GAM
2884
Garrison Asset Management
Arkansas
$347K +$305 +1 +0.1%
OHU
2885
Odey Holdings (UK)
United Kingdom
$347K +$335K +1,100 New
OCPWS
2886
One Charles Private Wealth Services
Massachusetts
$346K -$30.2K -99 -8%
AIA
2887
Armor Investment Advisors
North Carolina
$346K +$334K +1,097 New
NWA
2888
Navis Wealth Advisors
New York
$346K +$52.7K +173 +19%
FPCM
2889
Financial Partners Capital Management
New York
$346K -$3.66K -12 -1%
B
2890
Bellecapital
Switzerland
$346K – – –
LWMM
2891
Legacy Wealth Management (Mississippi)
Mississippi
$346K – – –
DFA
2892
DHJJ Financial Advisors
Illinois
$345K -$305 -1 -0.1%
NEGWA
2893
New England Guild Wealth Advisors
Connecticut
$345K +$4.87K +16 +1%
WCA
2894
Waypoint Capital Advisors
Minnesota
$344K +$1.52K +5 +0.5%
SCA
2895
Southern Capital Advisors
Tennessee
$344K +$5.79K +19 +2%
EWP
2896
Engrave Wealth Partners
Texas
$342K +$62.1K +204 +24%
AGA
2897
Arkos Global Advisors
Texas
$342K -$3.05K -10 -0.9%
CFA
2898
Capstone Financial Advisors
Illinois
$342K -$404K -1,325 -55%
NF
2899
Norwood Financial
Pennsylvania
$342K – – –
MWP
2900
Madison Wealth Partners
Wisconsin
$341K +$59.4K +195 +22%
114 115
116
117 118