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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3026
TFB Advisors
Kansas
$519K -$10.5K -27 -2%
PW
3027
Potentia Wealth
California
$518K – – –
SCM
3028
Stonehearth Capital Management
Massachusetts
$515K -$4.68K -12 -0.8%
LAS
3029
LWM Advisory Services
Florida
$514K +$19.9K +51 +4%
KIM
3030
Karpus Investment Management
New York
$513K – – –
MAFA
3031
MJT & Associates Financial Advisory
Minnesota
$513K +$545K +1,399 New
SFS
3032
Symphony Financial Services
Ohio
$511K +$20.7K +53 +4%
OC
3033
Oarsman Capital
Wisconsin
$511K -$55K -141 -9%
AFA
3034
AA Financial Advisors
Ohio
$510K -$55.7K -143 -9%
MC
3035
Marest Capital
California
$510K +$3.51K +9 +0.7%
BWA
3036
Bordeaux Wealth Advisors
California
$507K -$24.2K -62 -4%
DIP
3037
Davis Investment Partners
North Carolina
$507K – – –
BAM
3038
Blueshift Asset Management
New Jersey
$507K +$539K +1,384 New
LSA
3039
Lion Street Advisors
Texas
$506K +$15.2K +39 +3%
JHCP
3040
Jackson Hole Capital Partners
Oklahoma
$506K +$11.7K +30 +2%
EMAM
3041
Encompass More Asset Management
California
$505K -$24.9K -64 -4%
CFGA
3042
Cambridge Financial Group (Arizona)
Arizona
$505K +$195K +500 +56%
OFP
3043
OFC Financial Planning
New Jersey
$505K – – –
EBSAM
3044
Eubel Brady & Suttman Asset Management
Ohio
$505K +$5.46K +14 +1%
TCM
3045
Tuttle Capital Management
Connecticut
$505K +$150K +384 +39%
CNBOF
3046
City National Bank of Florida
Florida
$505K +$139K +357 +35%
AT
3047
Avalon Trust
New Mexico
$504K -$34.3K -88 -6%
PCM
3048
Payne Capital Management
New York
$503K – – –
GFM
3049
GF Fund Management
China
$503K +$535K +1,373 New
GJWM
3050
Gilliland Jeter Wealth Management
Arkansas
$503K +$1.17K +3 +0.2%
120 121
122
123 124