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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
4601
Sherbrooke Park Advisers
New York
$259K -$536K -2,100 -70%
RP
4602
Reinhart Partners
Wisconsin
$259K -$74K -290 -24%
SA
4603
Sicart Associates
New York
$259K -$45.9K -180 -17%
UID
4604
Union Investments & Development
Israel
$259K – – –
LG
4605
LAM Group
Oregon
$259K – – –
HWM
4606
Horizons Wealth Management
North Carolina
$256K -$44.1K -173 -16%
SPIA
4607
Strategic Point Investment Advisors
Rhode Island
$256K +$227K +888 New
BFP
4608
Briaud Financial Planning
Texas
$254K -$6.12K -24 -3%
LAM
4609
Lifestyle Asset Management
Texas
$254K -$121K -476 -35%
BTIM
4610
BancFirst Trust & Investment Management
Oklahoma
$253K +$255 +1 +0.1%
NEPPG
4611
New England Professional Planning Group
Rhode Island
$253K -$31.9K -125 -12%
SC
4612
Schubert & Co
Texas
$253K +$80.1K +314 +56%
IWP
4613
Insight Wealth Partners
Texas
$252K +$223K +875 New
EWA
4614
EP Wealth Advisors
California
$250K -$145M -568,892 -100%
LFA
4615
LifeGuide Financial Advisors
Pennsylvania
$250K +$221K +867 New
DK
4616
David Kennon
Florida
$249K +$221K +865 New
EPP
4617
ETF Portfolio Partners
Kansas
$249K – – –
HWA
4618
Hillcrest Wealth Advisors
New Jersey
$248K +$255 +1 +0.1%
HF
4619
Halpern Financial
Virginia
$245K – – –
M
4620
MYeCFO
California
$240K +$213K +834 New
MWM
4621
Maltin Wealth Management
New Jersey
$240K +$212K +833 New
MWA
4622
Miller Wealth Advisors
Colorado
$240K -$13.1M -51,458 -92%
WCWM
4623
Wooster Corthell Wealth Management
Connecticut
$239K +$211K +828 New
MWA
4624
Mills Wealth Advisors
Texas
$238K -$19.1K -75 -8%
NIA
4625
NIA Impact Advisors
California
$238K +$210K +825 New
183 184
185
186 187