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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2551
Pin Oak Investment Advisors
Texas
$225K – – –
LTI
2552
Laffer Tengler Investments
Tennessee
$225K -$2.83M -47,178 -92%
RCA
2553
Resonant Capital Advisors
Wisconsin
$225K -$5.88K -98 -2%
OSNBOA
2554
Old Second National Bank of Aurora
Illinois
$224K -$32.4K -541 -12%
EGA
2555
E&G Advisors
Texas
$224K – – –
DLG
2556
Daniel L. Goodwin
$224K – – –
MA
2557
McBroom & Associates
Nevada
$224K – – –
WG
2558
Watchman Group
Texas
$224K – – –
PAIM
2559
Punch & Associates Investment Management
Minnesota
$224K +$240K +4,000 New
BIA
2560
Bell Investment Advisors
California
$224K +$24.4K +406 +11%
KLI
2561
Kelman-Lazarov Inc
Tennessee
$224K -$10.7K -179 -4%
CCA
2562
Cottonwood Capital Advisors
Utah
$223K +$239K +3,982 New
NC
2563
NBW Capital
Massachusetts
$223K -$8.82K -147 -4%
TA
2564
TrueWealth Advisors
Alabama
$223K +$19.9K +332 +9%
CW
2565
Cook Wealth
North Carolina
$222K +$239K +3,985 New
EWP
2566
Engrave Wealth Partners
Texas
$222K +$29.8K +497 +14%
BFWA
2567
Benchmark Financial Wealth Advisors
Florida
$222K -$15.6K -260 -6%
CA
2568
Cumberland Advisors
Florida
$222K -$12K -200 -5%
MCM
2569
McRae Capital Management
New Jersey
$221K – – –
SC
2570
Solstein Capital
California
$221K – – –
LAM
2571
Lifestyle Asset Management
Texas
$221K +$5.1K +85 +2%
WAG
2572
Winthrop Advisory Group
Massachusetts
$221K +$480 +8 +0.2%
DA
2573
Dover Advisors
Virginia
$220K – – –
GAA
2574
Global Assets Advisory
Florida
$220K +$6.24K +104 +3%
HWM
2575
Horizon Wealth Management
Illinois
$220K +$3.3K +55 +1%
101 102
103
104 105