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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
3101
JMAC Enterprises
Pennsylvania
$824K +$90K +175 +14%
SF
3102
SWP Financial
California
$823K – – –
PWA
3103
Physician Wealth Advisors
Utah
$821K -$475K -923 -40%
AIM
3104
Aspen Investment Management
Michigan
$821K -$321K -624 -30%
CPIA
3105
Cornell Pochily Investment Advisors
New York
$821K -$3.6K -7 -0.5%
EP
3106
EPIQ Partners
Minnesota
$820K -$70.5K -137 -9%
GKIM
3107
GW&K Investment Management
Massachusetts
$820K +$79.2K +154 +12%
FTC
3108
Farmers Trust Company
Ohio
$817K +$40.6K +79 +6%
SL
3109
Salomon & Ludwin
Virginia
$815K – – –
MAM
3110
McLean Asset Management
Virginia
$814K +$14.9K +29 +2%
CCP
3111
Carmel Capital Partners
California
$813K +$515 +1 +0.1%
BWAM
3112
Boyd Watterson Asset Management
Ohio
$812K -$25.7K -50 -3%
MFWP
3113
Mosaic Family Wealth Partners
Missouri
$812K +$9.78K +19 +1%
WI
3114
Wintrust Investments
Illinois
$811K -$6.09M -11,830 -89%
GIP
3115
Greatmark Investment Partners
Georgia
$810K -$38.6K -75 -5%
NCM
3116
Neumann Capital Management
California
$810K – – –
YWM
3117
Yoder Wealth Management
California
$810K +$57.1K +111 +9%
IPW
3118
Inlet Private Wealth
Florida
$810K – – –
MTWM
3119
Masso Torrence Wealth Management
New Jersey
$807K -$7.72K -15 -1%
GIM
3120
Groesbeck Investment Management
New Jersey
$807K – – –
LCC
3121
Lincoln Capital Corp
Rhode Island
$806K – – –
GWA
3122
Geometric Wealth Advisors
District of Columbia
$805K -$59.2K -115 -8%
BA
3123
Bluesphere Advisors
Pennsylvania
$805K +$215K +418 +42%
NCM
3124
Northwest Capital Management
Oregon
$805K – – –
ABTD
3125
Arvest Bank Trust Division
Oklahoma
$804K +$723K +1,405 New
123 124
125
126 127