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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2976
DHJJ Financial Advisors
Illinois
$265K -$21.7K -88 -9%
MLFP
2977
MPS Loria Financial Planners
Illinois
$265K +$228K +922 New
SA
2978
Shilanski & Associates
Alaska
$265K +$228K +922 New
EIA
2979
Edgemoor Investment Advisors
Maryland
$264K -$8.14K -33 -3%
CWM
2980
Cahaba Wealth Management
Georgia
$264K +$227K +920 New
CSWG
2981
Cardinal Strategic Wealth Guidance
Kentucky
$263K +$227K +918 New
KCM
2982
Kanawha Capital Management
Virginia
$263K +$227K +918 New
LGA
2983
Lebenthal Global Advisors
New York
$263K +$227K +918 New
OQS
2984
Occudo Quantitative Strategies
Florida
$263K -$8.54M -34,619 -97%
BFAG
2985
Blackston Financial Advisory Group
Florida
$263K +$227K +918 New
FA
2986
Fortis Advisors
Pennsylvania
$262K -$80.7K -327 -26%
SFC
2987
Strategic Financial Concepts
Texas
$261K -$111K -451 -33%
BAM
2988
Brave Asset Management
New Jersey
$261K +$225K +910 New
CWM
2989
Centric Wealth Management
Illinois
$261K -$18K -73 -8%
MAG
2990
MRA Advisory Group
New Jersey
$260K +$224K +907 New
RCI
2991
RS Crum Inc
California
$260K +$224K +906 New
WCWM
2992
Willow Creek Wealth Management
California
$260K +$223K +905 New
WWP
2993
Waypoint Wealth Partners
California
$259K +$222K +901 New
UID
2994
Union Investments & Development
Israel
$258K – – –
EWG
2995
Executive Wealth Group
Washington
$258K +$222K +900 New
HKIM
2996
Hayek Kallen Investment Management
Alabama
$258K -$29.1K -118 -12%
C
2997
Covestor
United Kingdom
$258K +$33.1K +134 +17%
UWPG
2998
Ullmann Wealth Partners Group
Florida
$258K +$222K +899 New
IWS
2999
Insight Wealth Strategies
California
$258K +$222K +898 New
CCA
3000
Clearwater Capital Advisors
Illinois
$257K +$221K +896 New
118 119
120
121 122