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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3451
CogentBlue Wealth Advisors
Tennessee
$340K +$66.8K +170 +25%
EL
3452
Essex LLC
Illinois
$340K -$3.93K -10 -1%
KG
3453
Kilter Group
New York
$340K +$7.86K +20 +2%
AA
3454
Alesco Advisors
New York
$340K -$19.3K -49 -6%
AI
3455
Auour Investments
Massachusetts
$340K – – –
LK
3456
Lumbard & Kellner
New Hampshire
$340K +$78.2K +199 +31%
HBS
3457
Howard Bailey Securities
Indiana
$339K -$124K -316 -27%
PWM
3458
Partners Wealth Management
California
$339K -$1.97K -5 -0.6%
CWM
3459
Castle Wealth Management
Florida
$339K -$13.4K -34 -4%
JFGLC
3460
Johnson Financial Group LLC (Colorado)
Colorado
$338K +$328K +835 New
HIC
3461
Harvey Investment Company
Kentucky
$338K – – –
AWAP
3462
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$338K – – –
SPI
3463
Sutton Place Investors
New York
$338K +$7.86K +20 +2%
NPT
3464
National Philanthropic Trust
Pennsylvania
$338K +$328K +833 New
PCMC
3465
Paragon Capital Management (Colorado)
Colorado
$337K -$176K -448 -35%
AIA
3466
Armor Investment Advisors
North Carolina
$337K +$393 +1 +0.1%
PCM
3467
Pointe Capital Management
Michigan
$337K – – –
NEWAS
3468
N.E.W. Advisory Services
Wisconsin
$336K – – –
BCG
3469
Bravias Capital Group
New Jersey
$336K +$77.9K +198 +31%
ACC
3470
Acorn Creek Capital
Colorado
$336K +$24K +61 +8%
GL
3471
Gerber LLC
Ohio
$336K -$473K -1,204 -59%
SFG
3472
Sterling Financial Group
California
$335K -$8.26K -21 -2%
SO
3473
Sierra Ocean
California
$335K -$20.1K -51 -6%
MPIA
3474
Milestones Private Investment Advisors
New York
$335K +$1.97K +5 +0.6%
SC
3475
Seldon Capital
California
$334K – – –
137 138
139
140 141