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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
3001
JVL Associates
Michigan
$567K +$1.63K +4 +0.3%
BWM
3002
BlackDiamond Wealth Management
New York
$566K +$8.58K +21 +1%
JFA
3003
JNBA Financial Advisors
Minnesota
$566K -$69K -169 -10%
AL
3004
ADE LLC
Maryland
$564K – – –
TA
3005
Townsend & Associates
Colorado
$564K – – –
ABLA
3006
Alan B. Lancz & Associates
Ohio
$564K -$20.4K -50 -3%
WBCM
3007
Wilson & Boucher Capital Management
California
$564K – – –
BWA
3008
Bordeaux Wealth Advisors
California
$563K +$8.99K +22 +2%
CCA
3009
Cora Capital Advisors
New Jersey
$562K -$409 -1 -0.1%
TA
3010
TFB Advisors
Kansas
$561K -$817 -2 -0.1%
EMAM
3011
Encompass More Asset Management
California
$561K +$124K +303 +27%
WH
3012
Willner & Heller
California
$560K +$3.27K +8 +0.6%
FWM
3013
Finer Wealth Management
Massachusetts
$560K +$1.63K +4 +0.3%
HBS
3014
Howard Bailey Securities
Indiana
$559K +$73.1K +179 +14%
SFG
3015
Snider Financial Group
Washington
$559K +$279K +683 +91%
MGWM
3016
Marks Group Wealth Management
Minnesota
$558K -$4.49K -11 -0.8%
WJA
3017
Willis Johnson & Associates
Texas
$558K -$103K -251 -15%
BPC
3018
Bryce Point Capital
New York
$557K +$585K +1,432 New
DIP
3019
Davis Investment Partners
North Carolina
$554K +$18K +44 +3%
CP
3020
Creekside Partners
California
$552K +$1.63K +4 +0.3%
PD
3021
Planning Directions
Pennsylvania
$551K +$2.45K +6 +0.4%
MC
3022
Matisse Capital
Oregon
$551K -$129K -316 -18%
SCM
3023
Stonehearth Capital Management
Massachusetts
$551K – – –
WRPWM
3024
Werba Rubin Papier Wealth Management
California
$550K +$7.76K +19 +1%
CIS
3025
Connors Investor Services
Pennsylvania
$550K – – –
119 120
121
122 123