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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
3701
Krane Funds Advisors
New York
$578K +$542K +2,133 New
CWM
3702
Cahaba Wealth Management
Georgia
$575K -$500K -1,969 -49%
OEP
3703
Ocean Endowment Partners
Illinois
$574K -$280K -1,103 -33%
AFIA
3704
America First Investment Advisors
Nebraska
$573K – – –
DWMG
3705
DB Wealth Management Group
California
$573K – – –
NI
3706
NFC Investments
Tennessee
$572K – – –
HWM
3707
Holloway Wealth Management
Florida
$570K – – –
MWM
3708
MBE Wealth Management
Wisconsin
$570K – – –
HPWA
3709
Hall Private Wealth Advisors
North Carolina
$568K +$533K +2,098 New
GWM
3710
Graybill Wealth Management
Illinois
$567K -$14K -55 -3%
PD
3711
Planning Directions
Pennsylvania
$565K +$76.3K +300 +17%
BWP
3712
Bernardo Wealth Planning
Pennsylvania
$565K +$80.6K +317 +18%
DP
3713
Denver PWM
Colorado
$564K -$73.2K -288 -12%
TPW
3714
Tiller Private Wealth
Pennsylvania
$559K +$55.7K +219 +12%
RRA
3715
Round Rock Advisors
Connecticut
$558K -$201K -790 -28%
GAM
3716
Garrison Asset Management
Arkansas
$558K -$53.1K -209 -9%
BBW
3717
Blue Barn Wealth
Utah
$557K +$523K +2,057 New
PFC
3718
Poplar Forest Capital
California
$556K – – –
DC
3719
Defender Capital
North Carolina
$555K +$129K +507 +33%
CFP
3720
Curran Financial Partners
South Carolina
$552K -$67.6K -266 -12%
SBF
3721
Sara-Bay Financial
Florida
$552K +$40.7K +160 +9%
WRM
3722
Weybosset Research & Management
Rhode Island
$549K – – –
RA
3723
Resolute Advisors
California
$549K +$29.5K +116 +6%
BMD
3724
Better Money Decisions
New Mexico
$547K +$31.3K +123 +6%
OMC
3725
Oasis Management Company
Cayman Islands
$542K – – –
147 148
149
150 151