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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3226
Heartland Advisors
Wisconsin
$426K – – –
TIA
3227
Tandem Investment Advisors
South Carolina
$426K -$342K -934 -43%
GC
3228
Garde Capital
Washington
$426K – – –
AWM
3229
Austin Wealth Management
Texas
$425K +$7.33K +20 +2%
DFG
3230
Dupree Financial Group
Kentucky
$425K -$17.2K -47 -4%
PM
3231
Phraction Management
Connecticut
$425K -$113K -309 -20%
MFT
3232
Moisand Fitzgerald Tamayo
Florida
$425K +$24.5K +67 +6%
CIM
3233
Catalyst Investment Management
New Hampshire
$424K +$451K +1,231 New
WBG
3234
Wharton Business Group
Pennsylvania
$424K +$451K +1,231 New
IAS
3235
Integrity Advisory Solutions
Texas
$423K +$23.8K +65 +6%
BFA
3236
Brown Financial Advisors
Ohio
$422K +$18.7K +51 +4%
RA
3237
Riverstone Advisors
Texas
$422K +$52.7K +144 +13%
NECFA
3238
New England Capital Financial Advisors
Connecticut
$421K +$13.2K +36 +3%
GCM
3239
Gunpowder Capital Management
Maryland
$420K +$448K +1,222 New
SC
3240
Stephens Consulting
Michigan
$420K +$148K +405 +50%
IAS
3241
IMA Advisory Services
Colorado
$420K +$12.8K +35 +3%
RCI
3242
RS Crum Inc
California
$420K – – –
TFIPS
3243
Towarzystwo Funduszy Inwestycyjnych PZU SA
$420K +$18.3K +50 +4%
RFW
3244
Rainier Family Wealth
Washington
$420K +$74.7K +204 +20%
LJAC
3245
L.J. Altfest & Co
New York
$419K +$11.4K +31 +3%
PWS
3246
Precision Wealth Strategies
Missouri
$419K -$61.9K -169 -12%
AMPWP
3247
Alvarez & Marsal Private Wealth Partners
Florida
$419K +$446K +1,218 New
KFS
3248
Keynote Financial Services
Connecticut
$417K -$4.76K -13 -1%
NPT
3249
National Philanthropic Trust
Pennsylvania
$417K +$139K +380 +46%
CAM
3250
Costello Asset Management
Pennsylvania
$417K +$172K +469 +63%
128 129
130
131 132