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Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
2976
Capital Management Associates Inc
Minnesota
$272K -$33.2K -439 -11%
DI
2977
Disciplined Investments
Oklahoma
$271K – – –
VNA
2978
Valley National Advisers
Pennsylvania
$271K +$3.48K +46 +1%
LA
2979
Legacy Advisors
Pennsylvania
$271K -$11.4K -151 -4%
HCA
2980
Heck Capital Advisors
Wisconsin
$270K -$258K -3,418 -49%
DWP
2981
Destiny Wealth Partners
Florida
$270K -$19.6K -259 -7%
NCG
2982
Newport Capital Group
New Jersey
$269K +$8.77K +116 +3%
PF
2983
PlanVest Financial
Maryland
$269K +$267K +3,532 New
SA
2984
SL Advisors
New Jersey
$268K +$17.3K +229 +7%
MWA
2985
Motive Wealth Advisors
Michigan
$268K +$8.69K +115 +3%
KWM
2986
KFG Wealth Management
Indiana
$268K +$20.1K +266 +8%
SIC
2987
SJS Investment Consulting
Ohio
$267K -$33.8K -447 -11%
HWM
2988
Horizon Wealth Management
Illinois
$267K -$185K -2,441 -41%
CF
2989
Carlson Financial
Oregon
$267K -$756 -10 -0.3%
SWTS
2990
Stonehaven Wealth & Tax Solutions
Wisconsin
$267K +$29.4K +389 +12%
CG
2991
Cynosure Group
Utah
$267K – – –
NCM
2992
Noesis Capital Mangement
Florida
$266K -$26.5K -350 -9%
BI
2993
BFI Infinity
Switzerland
$266K +$265K +3,500 New
HAM
2994
Harmony Asset Management
Arizona
$266K +$10.7K +141 +4%
LFASL
2995
Lugano Financial Advisors SA (LFA)
Switzerland
$266K – – –
BL
2996
BFSG LLC
California
$266K -$4.61K -61 -2%
WDL
2997
Well Done LLC
Michigan
$265K -$27K -357 -9%
ALA
2998
Atlas Legacy Advisors
California
$265K -$84.4K -1,116 -24%
EGA
2999
E&G Advisors
Texas
$265K -$8.62K -114 -3%
CCC
3000
Chelsea Counsel Company
California
$265K – – –
118 119
120
121 122