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Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
3151
Sterling Group Wealth Management
California
$224K +$216K +708 New
HPA
3152
High Probability Advisors
New York
$224K +$216K +708 New
BWP
3153
Bernardo Wealth Planning
Pennsylvania
$223K +$215K +706 New
ATFA
3154
All Terrain Financial Advisors
Minnesota
$223K +$215K +707 New
VAM
3155
Verity Asset Management
North Carolina
$223K +$215K +706 New
CISOA
3156
Capital Investment Services of America
Wisconsin
$223K +$215K +705 New
LA
3157
Lane & Associates
New Jersey
$222K +$214K +704 New
TLCM
3158
Twin Lakes Capital Management
California
$222K – – –
RW
3159
Regimen Wealth
Georgia
$222K +$214K +702 New
PPW
3160
Pasadena Private Wealth
California
$222K +$214K +702 New
HIF
3161
Hill Island Financial
Michigan
$221K +$213K +700 New
MC
3162
Mathes Company
New York
$221K +$213K +700 New
OPWM
3163
Oxinas Partners Wealth Management
Indiana
$220K +$212K +697 New
JCIA
3164
Jackson Creek Investment Advisors
Colorado
$220K +$212K +697 New
WFS
3165
Walker Financial Services
Kentucky
$220K +$3.66K +12 +2%
DW
3166
Domani Wealth
Pennsylvania
$218K +$210K +689 New
DI
3167
Disciplined Investments
Oklahoma
$217K -$15.5K -51 -7%
IWP
3168
IAG Wealth Partners
Wisconsin
$217K +$17.7K +58 +9%
KFA
3169
Kelleher Financial Advisors
New York
$215K +$207K +681 New
WCWM
3170
Willow Creek Wealth Management
California
$215K +$208K +682 New
AFCM
3171
Applied Finance Capital Management
Puerto Rico
$215K +$207K +680 New
CWM
3172
Chicago Wealth Management
Illinois
$215K +$207K +680 New
RAM
3173
Riggs Asset Management
Pennsylvania
$214K -$3.05K -10 -1%
HFS
3174
Howard Financial Services
Texas
$214K +$207K +678 New
JPLA
3175
Joseph P. Lucia & Associates
New York
$212K -$23.8K -78 -10%
125 126
127
128 129