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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2951
Trillium Asset Management
Massachusetts
$269K -$100K -400 -25%
LF
2952
Lee Financial
Texas
$269K -$48.5K -194 -14%
TPW
2953
Tiller Private Wealth
Pennsylvania
$269K -$17.7K -71 -6%
RCA
2954
Ranch Capital Advisors
Florida
$269K -$12.5K -50 -4%
CHJWM
2955
Carlton Hofferkamp & Jenks Wealth Management
Texas
$269K +$302K +1,210 New
OFA
2956
Oak Family Advisors
Illinois
$268K -$1.24M -4,942 -80%
TCPWM
2957
Traverso Chambers Private Wealth Management
California
$268K +$16.2K +65 +6%
VFPI
2958
Vantage Financial Partners (Illinois)
Illinois
$268K +$100K +400 +50%
SAMT
2959
Select Asset Management & Trust
Pennsylvania
$267K – – –
AWM
2960
Aspire Wealth Management
Massachusetts
$267K +$112K +450 +60%
LOAMU
2961
Lombard Odier Asset Management (USA)
New York
$267K +$150K +602 +101%
SAM
2962
Seelaus Asset Management
New Jersey
$266K -$272K -1,090 -48%
KAM
2963
Kraft Asset Management
Tennessee
$266K +$299K +1,198 New
FFA
2964
Fairfield Financial Advisors
Massachusetts
$266K +$299K +1,196 New
SAS
2965
Stelac Advisory Services
New York
$265K -$6.96M -27,852 -96%
SEA
2966
Stegent Equity Advisors
Texas
$265K -$508K -2,032 -63%
MWA
2967
Moser Wealth Advisors
Washington
$265K – – –
P
2968
Palladiem
Pennsylvania
$265K – – –
SFG
2969
Sovereign Financial Group
Connecticut
$265K +$29.5K +118 +11%
CFIA
2970
Cantor Fitzgerald Investment Advisors
New York
$263K +$50K +200 +20%
GIM
2971
Greenwich Investment Management
Connecticut
$263K +$125K +500 +73%
TIM
2972
Tortoise Investment Management
New York
$262K – – –
PK
2973
Pflug Koory
Nebraska
$262K +$22.2K +89 +8%
IFA
2974
Index Fund Advisors
California
$261K -$191K -764 -39%
FMP
2975
Financial Management Professionals
Texas
$261K -$51.7K -207 -15%
117 118
119
120 121