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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3151
Maridea Wealth Management
New York
$229K +$228K +3,016 New
SCA
3152
Southern Capital Advisors
Tennessee
$229K – – –
KWS
3153
Keystone Wealth Services
California
$229K -$2.12K -28 -0.9%
PCM
3154
Payne Capital Management
New York
$229K -$22.2K -294 -9%
LSWP
3155
Liberty Square Wealth Partners
Pennsylvania
$229K -$36.5K -483 -14%
IAP
3156
Indie Asset Partners
Indiana
$228K -$2.87K -38 -1%
FWSM
3157
First Wilshire Securities Management
California
$228K – – –
SAM
3158
Seelaus Asset Management
New Jersey
$228K +$227K +3,000 New
SCM
3159
Saxony Capital Management
Missouri
$228K +$5.67K +75 +3%
AIM
3160
AMI Investment Management
Indiana
$228K – – –
CB
3161
Centennial Bank
Arkansas
$228K – – –
WA
3162
WP Advisors
California
$228K – – –
SPI
3163
Sutton Place Investors
New York
$228K +$6.65K +88 +3%
UWS
3164
Unique Wealth Strategies
Illinois
$227K -$18.6K -246 -8%
POIA
3165
Pin Oak Investment Advisors
Texas
$227K – – –
TPW
3166
Tiller Private Wealth
Pennsylvania
$227K – – –
WAG
3167
Wallace Advisory Group
California
$226K +$8.62K +114 +4%
DG
3168
DMC Group
Alabama
$226K +$225K +2,974 New
SAS
3169
Stelac Advisory Services
New York
$225K +$151 +2 +0.1%
WCP
3170
Wealthcare Capital Partners
Pennsylvania
$225K – – –
FAL
3171
Focused Alpha LLC
Colorado
$225K -$6.05K -80 -3%
ORI
3172
Oak Ridge Investments
Illinois
$225K -$20.6K -273 -8%
OSNBOA
3173
Old Second National Bank of Aurora
Illinois
$225K – – –
P
3174
Palladiem
Pennsylvania
$225K +$454 +6 +0.2%
BHWM
3175
Beaird Harris Wealth Management
Texas
$225K +$42.7K +565 +24%
125 126
127
128 129