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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
4076
Bellwether Advisors
Nebraska
$796K -$136K -451 -15%
BWP
4077
Bernardo Wealth Planning
Pennsylvania
$796K +$90.9K +302 +13%
PIA
4078
Powell Investment Advisors
Florida
$795K +$108K +359 +16%
JCA
4079
January Capital Advisors
California
$795K +$157K +522 +20%
NFP
4080
Narus Financial Partners
Utah
$794K +$775K +2,576 New
CFA
4081
Camarda Financial Advisors
Florida
$794K -$91.8K -305 -11%
PPWP
4082
Proquility Private Wealth Partners
Nevada
$794K -$39.4K -131 -4%
FI
4083
FIDELIS iM
Oregon
$793K +$1.2K +4 +0.2%
GCL
4084
Gouws Capital LLC
North Carolina
$791K -$7.52K -25 -1%
NP
4085
Ninepoint Partners
Ontario, Canada
$791K +$43K +143 +6%
DF
4086
Donoghue Forlines
Massachusetts
$789K -$861K -2,863 -53%
SAM
4087
Simplify Asset Management
Nevada
$789K -$110K -366 -13%
ST
4088
Sageworth Trust
Pennsylvania
$789K +$117K +390 +18%
WFA
4089
West Financial Advisors
Iowa
$786K -$1.5K -5 -0.2%
SAM
4090
Sequent Asset Management
Texas
$785K -$18.1K -60 -2%
IWA
4091
IVC Wealth Advisors
Pennsylvania
$784K +$82.4K +274 +12%
GCWM
4092
Graham Capital Wealth Management
District of Columbia
$781K -$145K -481 -16%
AA
4093
Aufman Associates
Pennsylvania
$779K -$130K -432 -15%
WCM
4094
Windham Capital Management
Massachusetts
$779K – – –
NFGCM
4095
Norman Fields Gottscho Capital Management
New York
$778K – – –
CSIA
4096
Charles Schwab Investment Advisory
California
$778K +$25.9K +86 +4%
MFGP
4097
Marshall Financial Group (Pennsylvania)
Pennsylvania
$777K – – –
HA
4098
Hofer & Associates
California
$776K +$22.9K +76 +3%
PIC
4099
Portland Investment Counsel
Ontario, Canada
$775K +$1.5K +5 +0.2%
AL
4100
Arnhold LLC
New York
$771K – – –
162 163
164
165 166