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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
3001
Ellis Investment Partners
Pennsylvania
$167K -$13.4K -49 -7%
OAM
3002
Optimal Asset Management
California
$167K +$48M +175,173 +23,294%
FMTCOCP
3003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K – – –
IWP
3004
IAG Wealth Partners
Wisconsin
$160K +$13.7K +50 +9%
CB
3005
Community Bank
New York
$159K +$5.48K +20 +4%
RBC
3006
Roble Belko & Company
Pennsylvania
$158K +$9.6K +35 +6%
TFA
3007
Toth Financial Advisory
Virginia
$157K -$480K -1,750 -75%
NCM
3008
New Capital Management
Texas
$157K – – –
NWA
3009
Navis Wealth Advisors
New York
$154K +$154K +562 New
TCM
3010
Tanaka Capital Management
New York
$152K – – –
NOI
3011
Newton One Investments
Delaware
$149K +$149K +545 New
HWM
3012
Holloway Wealth Management
Florida
$148K – – –
GM
3013
GeoWealth Management
Illinois
$147K +$149K +543 New
PGAM
3014
Princeton Global Asset Management
New Jersey
$143K -$37K -135 -21%
HWA
3015
HHM Wealth Advisors
Tennessee
$143K – – –
COCM
3016
Charter Oak Capital Management
New Hampshire
$141K +$141K +515 New
NC
3017
Nixon Capital
Texas
$137K +$137K +500 New
KFS
3018
Kelly Financial Services
Massachusetts
$134K -$15.9K -58 -11%
LD
3019
Lipe & Dalton
New York
$131K – – –
MSFP
3020
Mark Sheptoff Financial Planning
Connecticut
$130K +$31.5K +115 +32%
BC
3021
Barnett & Company
Tennessee
$119K – – –
MIHAS
3022
Maj Invest Holding A/S
Denmark
$117K – – –
SIAG
3023
Signet Investment Advisory Group
Rhode Island
$117K +$118K +429 New
LJHT
3024
Laurie J. Hall Trustee
$115K – – –
PP
3025
PrairieView Partners
Minnesota
$114K – – –
119 120
121
122 123