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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
4501
NDWM LLC
California
$215K +$241K +373 New
PWM
4502
Partners Wealth Management
California
$214K -$23.2K -36 -9%
MF
4503
Magnetar Financial
Illinois
$214K +$239K +371 New
MWM
4504
MOKAN Wealth Management
Kansas
$214K +$239K +370 New
DIP
4505
Davis Investment Partners
North Carolina
$213K +$47.7K +74 +23%
SRSA
4506
S.R. Schill & Associates
Washington
$212K +$237K +367 New
PWM
4507
Penobscot Wealth Management
Maine
$211K +$16.1K +25 +7%
MGWA
4508
Monument Group Wealth Advisors
Massachusetts
$211K +$236K +366 New
PFA
4509
Portland Financial Advisors
New York
$210K – – –
EAM
4510
Everstar Asset Management
North Carolina
$210K +$235K +364 New
GSWA
4511
Good Steward Wealth Advisors
Tennessee
$210K +$235K +364 New
RF
4512
Robinswood Financial
Washington
$209K +$29K +45 +14%
ACA
4513
Anchor Capital Advisors
Massachusetts
$209K – – –
GC
4514
GatePass Capital
Ohio
$209K +$234K +362 New
SAM
4515
Sequent Asset Management
Texas
$208K – – –
TBT
4516
Texas Bank & Trust
Texas
$208K -$158K -245 -40%
HHGA
4517
Halbert Hargrove Global Advisors
California
$208K +$45.2K +70 +24%
WPW
4518
Warther Private Wealth
Ohio
$207K -$85.8K -133 -27%
GFWA
4519
Grey Fox Wealth Advisors
Delaware
$207K +$232K +359 New
EFA
4520
Edge Financial Advisors
Illinois
$207K -$76.8K -119 -25%
MTC
4521
Matrix Trust Company
Colorado
$207K +$48.4K +75 +26%
EI
4522
EDMP Inc
Florida
$207K +$5.81K +9 +3%
HAC
4523
Harbor Advisory Corp
New Hampshire
$207K – – –
KC
4524
Kinloch Capital
Virginia
$207K +$232K +359 New
CWM
4525
ClientFirst Wealth Management
Arkansas
$205K – – –
179 180
181
182 183