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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2201
Allegheny Financial Group
Pennsylvania
$367K +$359K +7,360 New
KP
2202
Keel Point
Alabama
$366K -$184K -3,773 -34%
ACS
2203
Archford Capital Strategies
Illinois
$363K +$19.2K +393 +6%
MPPW
2204
Mitchell & Pahl Private Wealth
Oklahoma
$363K +$356K +7,294 New
MGIA
2205
Matthew Goff Investment Advisor
Texas
$362K +$4.88K +100 +1%
M
2206
MOTCO
Texas
$361K -$18.4K -376 -5%
KTM
2207
Keeler Thomas Management
Utah
$360K -$1.17M -23,961 -77%
VFM
2208
Vivid Financial Management
California
$360K -$19.4K -397 -5%
GAM
2209
Garrison Asset Management
Arkansas
$357K -$131K -2,692 -27%
TCM
2210
Teza Capital Management
Illinois
$354K +$347K +7,100 New
AWM
2211
AllSquare Wealth Management
New York
$351K -$61.5K -1,260 -15%
HWM
2212
Howard Wealth Management
Connecticut
$351K -$31.2K -638 -8%
CL
2213
CSS LLC
Illinois
$349K -$263K -5,376 -43%
HI
2214
Hoey Investments
Pennsylvania
$349K – – –
CCM
2215
Carlson Capital Management
Minnesota
$347K -$98.7K -2,020 -23%
TCMP
2216
Thrive Capital Management (Pennsylvania)
Pennsylvania
$346K +$339K +6,936 New
DAC
2217
Dividend Assets Capital
South Carolina
$344K -$150K -3,062 -31%
MFW
2218
Meristem Family Wealth
Minnesota
$344K -$94.3K -1,931 -22%
DA
2219
DCM Advisors
New York
$344K +$337K +6,906 New
BWP
2220
Baldwin Wealth Partners
Massachusetts
$343K -$2.94M -60,299 -90%
VAS
2221
Valicenti Advisory Services
New York
$341K +$48.8K +1,000 +17%
DWM
2222
Defined Wealth Management
Oregon
$341K +$334K +6,840 New
RHJA
2223
Rice Hall James & Associates
California
$339K -$19.5K -400 -6%
CRWM
2224
Castle Rock Wealth Management
California
$338K -$341K -6,982 -54%
RWG
2225
Regal Wealth Group
California
$338K -$4K -82 -1%
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89
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