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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2901
Shrier Wealth Management
California
$242K – – –
TCM
2902
Timbuktu Capital Management
Massachusetts
$242K +$299K +3,390 New
CIA
2903
Compass Ion Advisors
Pennsylvania
$242K -$54.3K -617 -15%
PWA
2904
Provenance Wealth Advisors
Florida
$241K +$195K +2,210 +189%
BCP
2905
Blue Chip Partners
Michigan
$241K -$53.7K -610 -15%
RPSA
2906
Richard P. Slaughter Associates
Texas
$240K -$178K -2,023 -38%
MFA
2907
Morling Financial Advisors
California
$240K +$969 +11 +0.3%
RA
2908
Riversedge Advisors
Delaware
$240K -$185K -2,102 -38%
TFA
2909
Tranquilli Financial Advisor
New Jersey
$240K +$296K +3,358 New
TS
2910
Tamar Securities
California
$240K +$295K +3,355 New
OFG
2911
Opulen Financial Group
Virginia
$239K -$16.8K -191 -5%
NHT
2912
New Hampshire Trust
New Hampshire
$239K +$352 +4 +0.1%
ATI
2913
ARK & TLK Investments
Oklahoma
$239K – – –
ATIA
2914
American Trust Investment Advisors
New Hampshire
$238K -$18.5K -210 -6%
BFPW
2915
BOK Financial Private Wealth
Colorado
$238K -$98.5K -1,118 -25%
SLC
2916
Second Line Capital
Louisiana
$237K -$17.2K -195 -6%
IIC
2917
Ironwood Investment Counsel
Arizona
$237K +$30.3K +344 +12%
MWM
2918
Marion Wealth Management
Pennsylvania
$236K -$88.1K -1,000 -23%
MWM
2919
Mosley Wealth Management
California
$236K +$275K +3,125 +1,727%
GKIM
2920
GW&K Investment Management
Massachusetts
$236K -$65.1K -739 -18%
WAM
2921
Wernau Asset Management
Massachusetts
$236K +$44.2K +502 +18%
PCM
2922
Praxis Capital Management
Illinois
$236K +$291K +3,300 New
MWP
2923
Meridian Wealth Partners
Pennsylvania
$236K -$13.4K -152 -4%
SWM
2924
Stronghold Wealth Management
Florida
$235K +$290K +3,296 New
JESC
2925
J.E. Simmons & Co
Texas
$235K +$4.05K +46 +1%
115 116
117
118 119