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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3276
Lifeworks Advisors
Michigan
$543K -$361K -742 -41%
SIC
3277
SJS Investment Consulting
Ohio
$543K +$332K +682 +173%
DSCM
3278
Del-Sette Capital Management
New York
$541K -$16.5K -34 -3%
FFBTD
3279
First Financial Bank - Trust Division
Ohio
$541K -$138K -283 -21%
SC
3280
Searle & Co
Connecticut
$539K – – –
SFG
3281
Sterling Financial Group
California
$536K +$1.94K +4 +0.4%
RCI
3282
RS Crum Inc
California
$536K +$51.5K +106 +11%
EFMC
3283
Empire Financial Management Company
New York
$535K +$51.5K +106 +11%
IIA
3284
ICW Investment Advisors
Arizona
$534K +$4.86K +10 +1%
S
3285
SimplyRich
California
$533K – – –
ODIJL
3286
One Day In July LLC
Vermont
$533K +$62.7K +129 +14%
FWP
3287
Firethorn Wealth Partners
Georgia
$532K +$3.89K +8 +0.8%
NCM
3288
Nelson Capital Management
California
$532K – – –
CAM
3289
Creekmur Asset Management
Illinois
$531K +$13.1K +27 +3%
CPA
3290
Clear Point Advisors
New York
$529K +$6.8K +14 +1%
IWS
3291
Insight Wealth Strategies
California
$529K +$49.1K +101 +11%
SIS
3292
Strategic Investment Solutions
Illinois
$529K +$555K +1,141 New
RW
3293
RVW Wealth
California
$528K +$19K +39 +4%
VWM
3294
Valley Wealth Managers
New Jersey
$528K +$121K +248 +31%
TC
3295
TAGStone Capital
North Carolina
$527K +$9.24K +19 +2%
KPWG
3296
KFA Private Wealth Group
Virginia
$527K -$249K -512 -33%
BCM
3297
Bienville Capital Management
New York
$526K – – –
ODFS
3298
O'Donnell Financial Services
California
$526K -$74.4K -153 -13%
SFG
3299
Sather Financial Group
Texas
$526K +$115K +236 +29%
UL
3300
Unionview LLC
Washington
$525K – – –
130 131
132
133 134