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Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
3326
Burton Enright Welch
California
$1.18M -$25K -39 -2%
CC
3327
Citrine Capital
California
$1.18M -$79.5K -124 -6%
TSW
3328
Three Seasons Wealth
Utah
$1.18M +$142K +221 +12%
BEAM
3329
Baker Ellis Asset Management
Washington
$1.17M -$128K -200 -9%
VH
3330
Visionary Horizons
Tennessee
$1.17M +$410K +639 +45%
NC
3331
NewSquare Capital
Pennsylvania
$1.17M +$190K +296 +17%
BMO
3332
Beck Mack & Oliver
New York
$1.17M -$12.8K -20 -1%
NWA
3333
Navis Wealth Advisors
New York
$1.17M +$81.4K +127 +7%
EPIME
3334
Evelyn Partners Investment Management (Europe)
$1.17M -$19.2K -30 -1%
PCA
3335
Purkiss Capital Advisors
Connecticut
$1.17M +$78.8K +123 +6%
JMA
3336
J.M. Arbour
Maine
$1.17M -$108K -168 -8%
SCA
3337
Sage Capital Advisors
South Dakota
$1.16M +$12.2K +19 +0.9%
PS
3338
Planned Solutions
California
$1.16M +$12.8K +20 +1%
CP
3339
Camelot Portfolios
Ohio
$1.16M +$140K +218 +12%
LFS
3340
Littlejohn Financial Services
Oregon
$1.16M +$1.05M +1,633 +408%
KTM
3341
Keeler Thomas Management
Utah
$1.16M -$244K -381 -16%
CFS
3342
Coordinated Financial Services
Colorado
$1.16M -$14.1K -22 -1%
NCTC
3343
New Covenant Trust Company
Indiana
$1.16M +$165K +257 +15%
BAM
3344
Blueshift Asset Management
New Jersey
$1.16M +$1.3M +2,028 New
PWA
3345
Prairie Wealth Advisors
Nebraska
$1.16M – – –
GRR
3346
Golden Reserve Retirement
Ohio
$1.16M +$386K +603 +42%
ACC
3347
Acorn Creek Capital
Colorado
$1.16M -$59K -92 -4%
GWA
3348
Gratus Wealth Advisors
Virginia
$1.16M +$102K +159 +9%
TFM
3349
TFC Financial Management
Massachusetts
$1.16M +$29.5K +46 +2%
CPG
3350
Cornerstone Planning Group
New Jersey
$1.16M +$83.3K +130 +7%
132 133
134
135 136