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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3376
Worth Asset Management
Texas
$218K +$195K +630 New
RCM
3377
Requisite Capital Management
Texas
$218K +$194K +628 New
ES
3378
Eagle Strategies
New York
$217K +$194K +625 New
ASG
3379
Ariston Services Group
California
$216K +$193K +624 New
LCM
3380
Landscape Capital Management
New Jersey
$216K +$193K +624 New
MSCM
3381
McElhenny Sheffield Capital Management
Texas
$216K +$193K +623 New
CFP
3382
Curran Financial Partners
South Carolina
$216K +$192K +621 New
PAIM
3383
Punch & Associates Investment Management
Minnesota
$216K -$15.5K -50 -7%
IWP
3384
IAG Wealth Partners
Wisconsin
$216K -$6.5K -21 -3%
CWA
3385
Clearview Wealth Advisors
Oregon
$215K +$192K +621 New
B
3386
Birchbrook
Maine
$215K +$192K +620 New
PCS
3387
Private Client Services
Kentucky
$214K +$191K +618 New
AWM
3388
Abound Wealth Management
Tennessee
$214K +$19.2K +62 +11%
STB
3389
S&T Bank
Pennsylvania
$214K +$191K +618 New
KAM
3390
Knightsbridge Asset Management
California
$212K -$194K -627 -51%
WA
3391
WESPAC Advisors
California
$212K -$65K -210 -26%
HG
3392
Harbor Group
New Hampshire
$212K +$190K +612 New
OWM
3393
Orgel Wealth Management
Wisconsin
$212K +$189K +611 New
KWA
3394
Kellett Wealth Advisors
Ohio
$212K +$189K +611 New
CKAIS
3395
Christensen King & Associates Investment Services
Washington
$212K +$189K +610 New
AWM
3396
Altus Wealth Management
Kentucky
$211K +$189K +610 New
WIM
3397
WealthPlan Investment Management
Nebraska
$211K +$189K +610 New
CBC
3398
Coombe, Bender & Co
New York
$211K +$189K +609 New
ACA
3399
Aspire Capital Advisors
Washington
$211K +$189K +609 New
APIM
3400
Agate Pass Investment Management
Washington
$210K +$188K +607 New
134 135
136
137 138