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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3226
LVM Capital Management
Michigan
$210K – – –
HGERS
3227
Householder Group Estate & Retirement Specialist
Arizona
$210K +$210K +698 New
LS
3228
Leelyn Smith
Illinois
$210K +$210K +698 New
FBA
3229
Front Barnett Associates
Illinois
$209K -$10.5K -35 -5%
EIA
3230
Edgemoor Investment Advisors
Maryland
$209K -$67.8K -225 -24%
BO
3231
Bank OZK
Arkansas
$208K +$209K +692 New
IWM
3232
Iams Wealth Management
Nebraska
$207K +$216K +717 New
PCH
3233
PGIM Custom Harvest
New Jersey
$207K +$208K +691 New
MIG
3234
McGuire Investment Group
Rhode Island
$207K +$208K +689 New
TI
3235
tru Independence
Oregon
$206K -$82.9K -275 -29%
GP
3236
Greenline Partners
New York
$206K +$207K +686 New
BM
3237
Belfer Management
New York
$206K +$207K +686 New
SPI
3238
Sutton Place Investors
New York
$205K +$206K +684 New
VPP
3239
Vertex Planning Partners
Illinois
$205K +$206K +683 New
RMC
3240
Resources Management Corp
Connecticut
$205K – – –
BFA
3241
Bill Few Associates
Pennsylvania
$204K +$205K +680 New
WFPG
3242
Waller Financial Planning Group
Ohio
$204K +$204K +678 New
W
3243
Wealthquest
Ohio
$203K +$204K +677 New
FNBTCON
3244
First National Bank & Trust Co of Newtown
Pennsylvania
$203K +$204K +677 New
MA
3245
MKT Advisors
California
$203K -$2.41K -8 -1%
WAS
3246
WESPAC Advisors SoCal
California
$203K +$203K +675 New
MRCM
3247
M&R Capital Management
New Jersey
$202K +$31.9K +106 +19%
FA
3248
Financial Avengers
California
$202K +$32.8K +109 +19%
KCM
3249
Kaye Capital Management
California
$202K +$203K +673 New
LWA
3250
Lowe Wealth Advisors
Maryland
$202K – – –
128 129
130
131 132