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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3151
Bernard Wealth Management
Michigan
$252K -$143K -272 -35%
LIA
3152
LS Investment Advisors
Michigan
$252K -$5.79K -11 -2%
RFA
3153
Register Financial Advisors
Georgia
$252K – – –
DWM
3154
Daner Wealth Management
Georgia
$251K -$30K -57 -10%
LFS
3155
Legacy Financial Strategies
Kansas
$251K -$36.3K -69 -12%
IW
3156
Instrumental Wealth
Florida
$251K +$265K +503 New
KAS
3157
KPP Advisory Services
Kentucky
$251K -$3.69K -7 -1%
TFP
3158
TrueWealth Financial Partners
Washington
$250K +$264K +501 New
IPW
3159
Intergy Private Wealth
Colorado
$250K +$32.1K +61 +14%
DAM
3160
Doheny Asset Management
California
$250K – – –
FHB
3161
First Hawaiian Bank
Hawaii
$250K – – –
LAM
3162
Lountzis Asset Management
Pennsylvania
$250K – – –
SFM
3163
Signet Financial Management
New Jersey
$249K +$263K +499 New
HA
3164
Huntleigh Advisors
Missouri
$249K +$1.05K +2 +0.4%
CRI
3165
Colonial River Investments
Virginia
$249K -$142K -270 -35%
SWA
3166
Strategies Wealth Advisors
Michigan
$248K -$60K -114 -19%
RBWA
3167
RFG - Bristol Wealth Advisors
Massachusetts
$248K -$10.5K -20 -4%
AWM
3168
Athena Wealth Management
Nevada
$247K +$54.8K +104 +27%
EM
3169
ELCO Management
New York
$247K – – –
PAS
3170
Parsonex Advisory Services
Colorado
$247K -$78.5K -149 -23%
CICI
3171
Capital Investment Counsel Inc
North Carolina
$247K – – –
CNBTD
3172
Citizens National Bank Trust Department
Mississippi
$247K – – –
FWP
3173
Fiduciary Wealth Partners
Massachusetts
$246K -$173K -328 -40%
AB
3174
ANB Bank
Colorado
$246K -$28.4K -54 -10%
RGC
3175
Roberts, Glore & Co
Illinois
$246K -$21.1K -40 -8%
125 126
127
128 129