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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3601
Lipe & Dalton
New York
$282K -$54.9K -150 -15%
SWM
3602
SilverOak Wealth Management
Minnesota
$282K – – –
CWA
3603
Carolina Wealth Advisors
South Carolina
$281K +$91.6K +250 +44%
BA
3604
Ballew Advisors
Mississippi
$281K +$1.47K +4 +0.5%
SR
3605
Syntax Research
Florida
$280K +$733 +2 +0.2%
GSWA
3606
Good Steward Wealth Advisors
Tennessee
$280K -$33.7K -92 -10%
BWP
3607
Barlow Wealth Partners
Kentucky
$280K +$18.3K +50 +7%
CCM
3608
Cohen Capital Management
California
$280K – – –
KA
3609
KDT Advisors
New York
$280K +$298K +814 New
FWA
3610
Flagship Wealth Advisors
Massachusetts
$280K +$113K +308 +61%
PWM
3611
Partners Wealth Management
California
$279K -$9.16K -25 -3%
AWAP
3612
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$277K -$9.89K -27 -3%
AAM
3613
Azzad Asset Management
Virginia
$277K +$41K +112 +16%
CA
3614
COFG Advisors
Illinois
$277K +$295K +805 New
BSAM
3615
Blue Square Asset Management
New York
$277K – – –
SDJVC
3616
St. Denis J. Villere & Co
Louisiana
$277K -$14.7K -40 -5%
SPI
3617
Sutton Place Investors
New York
$276K -$11K -30 -4%
EWA
3618
Evolution Wealth Advisors
Florida
$276K – – –
BWP
3619
Bernardo Wealth Planning
Pennsylvania
$276K -$4.03K -11 -1%
TCM
3620
TD Capital Management
Tennessee
$276K +$39.9K +109 +16%
LFA
3621
Level Financial Advisors
New York
$276K +$73.6K +201 +33%
OIC
3622
Orion Investment Company
Missouri
$275K – – –
WCP
3623
Wealthcare Capital Partners
Pennsylvania
$275K +$3.66K +10 +1%
VNA
3624
Valley National Advisers
Pennsylvania
$275K +$29.7K +81 +11%
AWS
3625
Alliance Wealth Strategies
Virginia
$275K +$293K +799 New
143 144
145
146 147