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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2251
ADE LLC
Maryland
$269K – – –
SFS
2252
Strategic Financial Services
New York
$269K +$15.7K +353 +6%
HWA
2253
HHM Wealth Advisors
Tennessee
$268K +$35.6K +800 +15%
MWM
2254
Modern Wealth Management
Kansas
$267K +$270K +6,055 New
GTAM
2255
Global Trust Asset Management
Florida
$267K -$8.91K -200 -3%
LWANC
2256
Laurel Wealth Advisors (North Carolina)
North Carolina
$267K – – –
DA
2257
Dillon & Associates
Michigan
$267K -$1.83K -41 -0.7%
CIA
2258
Cascade Investment Advisors
Oregon
$267K -$89.1K -2,000 -25%
NFG
2259
Nadler Financial Group
Illinois
$266K +$178 +4 +0.1%
HFRG
2260
Houlihan Financial Resource Group
Virginia
$266K +$45 +1 +0%
WG
2261
Watchman Group
Texas
$266K -$26.7K -600 -9%
TCM
2262
Triumph Capital Management
Colorado
$265K -$972K -21,819 -79%
VF
2263
Vest Financial
Virginia
$265K -$646K -14,493 -71%
MWA
2264
Miller Wealth Advisors
Colorado
$265K – – –
PCMM
2265
Piedmont Capital Management (Montana)
Montana
$263K -$112K -2,513 -28%
NIWA
2266
New Insight Wealth Advisors
California
$263K -$95K -2,131 -26%
AA
2267
Aufman Associates
Pennsylvania
$263K +$134 +3 +0.1%
AAM
2268
Augustine Asset Management
Florida
$263K -$33.6K -753 -11%
GAM
2269
Garrison Asset Management
Arkansas
$262K -$30.4K -683 -10%
RCM
2270
RNC Capital Management
California
$262K -$8.91K -200 -3%
HF
2271
Halpern Financial
Virginia
$262K -$4.1K -92 -1%
CCM
2272
Crew Capital Management
Ohio
$261K -$1.12M -25,232 -81%
REMPR
2273
Roof Eidam Maycock Peralta (REMP)
California
$261K -$13.9K -311 -5%
HC
2274
Hendley & Co
Ohio
$261K +$37.9K +850 +17%
PCMC
2275
Private Capital Management (Colorado)
Colorado
$260K +$1.25K +28 +0.5%
89 90
91
92 93