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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2226
CM Wealth Advisors
Ohio
$275K – – –
JCM
2227
Jag Capital Management
Missouri
$275K +$254K +1,683 New
FH
2228
FWG Holdings
Florida
$275K – – –
FIB
2229
First Interstate Bank
Montana
$275K -$18.1K -120 -7%
HFA
2230
High Falls Advisors
New York
$275K +$907 +6 +0.4%
OBWP
2231
O'Brien Wealth Partners
Massachusetts
$274K +$3.63K +24 +1%
SCI
2232
Stableford Capital II
Arizona
$274K – – –
AA
2233
Aire Advisors
California
$274K -$115K -758 -31%
M
2234
MOTCO
Texas
$274K – – –
TC
2235
TAP Consulting
Missouri
$274K -$12.1K -80 -5%
LIP
2236
Liontrust Investment Partners
United Kingdom
$273K -$172K -1,139 -41%
CCA
2237
Cottonwood Capital Advisors
Utah
$273K -$51.5K -341 -17%
PIA
2238
Pinion Investment Advisors
Kansas
$273K -$39.3K -260 -13%
IWM
2239
Integris Wealth Management
California
$273K +$252K +1,667 New
RPA
2240
Rock Point Advisors
Vermont
$271K -$17.5K -116 -7%
RZH
2241
Relyea Zuckerberg Hanson
Connecticut
$271K +$3.48K +23 +1%
APWA
2242
Atlas Private Wealth Advisors
New Jersey
$270K -$192K -1,271 -43%
CFG
2243
Carr Financial Group
Massachusetts
$270K -$19.6K -130 -7%
LAS
2244
Lloyd Advisory Services
Georgia
$270K -$663K -4,385 -73%
PFP
2245
Paragon Financial Partners
California
$269K -$10.1K -67 -4%
MSR
2246
Main Street Research
Connecticut
$269K +$248K +1,644 New
TWM
2247
Trinity Wealth Management
Pennsylvania
$269K – – –
LF
2248
Lee Financial
Texas
$269K +$4.83K +32 +2%
AWP
2249
Ascent Wealth Partners
New York
$268K – – –
KCM
2250
KRS Capital Management
Michigan
$267K -$3.93K -26 -2%
88 89
90
91 92