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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2801
Strategic Advocates
Utah
$378K +$10.9K +20 +3%
TVWM
2802
Tower View Wealth Management
Wisconsin
$378K -$4.9K -9 -1%
TFA
2803
Trinity Financial Advisors
Ohio
$377K -$1.09K -2 -0.3%
TPWA
2804
TRUE Private Wealth Advisors
Oregon
$374K +$132K +242 +55%
PCP
2805
Panoramic Capital Partners
Oregon
$373K +$155K +284 +57%
DFA
2806
DHJJ Financial Advisors
Illinois
$373K -$23.4K -43 -6%
MSR
2807
Main Street Research
Connecticut
$373K +$63.1K +116 +21%
RA
2808
Riversedge Advisors
Delaware
$372K +$369K +678 New
AWP
2809
Atlas Wealth Partners
Pennsylvania
$371K – – –
CTA
2810
Colonial Trust Advisors
South Carolina
$369K – – –
MWP
2811
Madison Wealth Partners
Wisconsin
$369K -$8.17K -15 -2%
ODA
2812
One Degree Advisors
California
$369K +$7.62K +14 +2%
CSWG
2813
Cardinal Strategic Wealth Guidance
Kentucky
$369K -$23.4K -43 -6%
TVAMP
2814
Tennessee Valley Asset Management Partners
Tennessee
$369K -$544 -1 -0.1%
AWM
2815
Accel Wealth Management
Iowa
$368K +$21.2K +39 +6%
1C
2816
111 Capital
France
$368K -$174K -320 -32%
DIM
2817
Delta Investment Management
California
$366K -$1.07M -1,961 -75%
LRIA
2818
Leonard Rickey Investment Advisors
Washington
$366K -$27.2K -50 -7%
SICM
2819
Sustainable Insight Capital Management
New York
$366K +$109K +200 +43%
CRI
2820
Colonial River Investments
Virginia
$365K -$62.6K -115 -15%
GSIAS
2821
Garden State Investment Advisory Services
New Jersey
$365K +$19.6K +36 +6%
SIS
2822
Sound Income Strategies
Florida
$365K +$16.3K +30 +5%
LRIC
2823
Long Road Investment Counsel
Michigan
$365K +$362K +665 New
SFG
2824
SNS Financial Group
Minnesota
$364K +$12.5K +23 +4%
PJWM
2825
Philip James Wealth Mangement
Georgia
$363K +$92.5K +170 +34%
111 112
113
114 115