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Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2601
Deroy & Devereaux Private Investment Counsel
Michigan
$226K -$80.9K -1,583 -26%
AT
2602
American Trust
Kentucky
$225K +$224K +4,373 New
DIM
2603
Delta Investment Management
California
$224K +$1.84K +36 +0.8%
IA
2604
Insight Advisors
Pennsylvania
$223K +$9.05K +177 +4%
BA
2605
Bluesphere Advisors
Pennsylvania
$222K – – –
CWS
2606
Cypress Wealth Services
California
$221K -$2.56K -50 -1%
SSA
2607
South Street Advisors
New York
$221K – – –
EA
2608
Eudaimonia Advisors
Tennessee
$221K +$219K +4,289 New
WFA
2609
WMG Financial Advisors
Tennessee
$221K +$220K +4,309 New
ACM
2610
Academy Capital Management
Texas
$220K – – –
BWM
2611
Brickley Wealth Management
California
$219K -$50.4K -986 -19%
SNBOSD
2612
Security National Bank of So Dak
Iowa
$219K -$15.3K -300 -7%
AA
2613
Addison Advisors
Vermont
$219K +$114K +2,227 +110%
WIM
2614
Westside Investment Management
California
$218K -$11.4K -223 -1%
SC
2615
Soundwatch Capital
Connecticut
$218K -$5.57K -109 -3%
HFS
2616
Heritage Financial Services
Massachusetts
$217K +$216K +4,232 New
KCM
2617
Kathmere Capital Management
Pennsylvania
$216K -$95.1K -1,860 -31%
MWC
2618
MBM Wealth Consultants
Missouri
$216K -$42.8K -838 -17%
CA
2619
Claris Advisors
Missouri
$216K +$214K +4,192 New
FH
2620
FWG Holdings
Florida
$214K -$283K -5,541 -56%
HP
2621
HT Partners
Connecticut
$214K – – –
KWA
2622
Kellett Wealth Advisors
Ohio
$214K +$212K +4,155 New
CPA
2623
Capital Performance Advisors
California
$214K +$227K +4,446 New
BWA
2624
Beam Wealth Advisors
Louisiana
$213K -$82.5K -1,613 -28%
EI
2625
Ellevest Inc
New York
$213K +$6.59K +129 +3%
103 104
105
106 107