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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3151
Wallington Asset Management
Indiana
$253K – – –
MA
3152
MKT Advisors
California
$253K -$12.1K -153 -5%
SB
3153
Semitam Bonam
New York
$252K +$790 +10 +0.3%
MGWA
3154
Monument Group Wealth Advisors
Massachusetts
$252K +$15.1K +191 +7%
LWPC
3155
Legacy Wealth Partners (Colorado)
Colorado
$252K -$20.9K -264 -8%
MC
3156
Mirabaud & Cie
Switzerland
$251K -$18.2K -230 -7%
LI
3157
LifeWealth Investments
Florida
$251K +$17.1K +216 +8%
EIM
3158
Ervin Investment Management
Washington
$251K – – –
PI
3159
Pettee Investors
Connecticut
$250K – – –
KWS
3160
Keystone Wealth Services
California
$250K +$5.29K +67 +2%
WW
3161
Westshore Wealth
California
$250K +$17.5K +221 +8%
CC
3162
Corsicana & Co
Texas
$250K +$45K +570 +23%
DHC
3163
Drum Hill Capital
Connecticut
$249K – – –
IDA
3164
Intelligence Driven Advisers
California
$249K +$242K +3,068 New
SAM
3165
Stembrook Asset Management
New Jersey
$249K – – –
FWM
3166
Forteris Wealth Management
New York
$248K – – –
WAS
3167
Wealth Advisory Solutions
Indiana
$248K – – –
PWP
3168
Private Wealth Partners
California
$248K – – –
PW
3169
PUREfi Wealth
Massachusetts
$246K +$26.7K +338 +13%
FWP
3170
Flatrock Wealth Partners
California
$246K -$30.2K -382 -11%
TIA
3171
TCFG Investment Advisors
California
$246K +$8.06K +102 +3%
IIA
3172
Integral Investment Advisors
California
$246K +$79 +1 +0%
DWM
3173
Ducere Wealth Management
California
$245K +$239K +3,021 New
SPIA
3174
Strategic Point Investment Advisors
Rhode Island
$245K +$5.53K +70 +2%
RIS
3175
Richmond Investment Services
Wisconsin
$245K -$331K -4,194 -58%
125 126
127
128 129