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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
3226
Prepared Retirement Institute
Pennsylvania
$204K -$48.8K -400 -19%
EA
3227
Eclectic Associates
California
$204K -$6.1K -50 -3%
MIA
3228
MainStreet Investment Advisors
Illinois
$204K +$207K +1,700 New
SL
3229
SFM LLC
New Hampshire
$204K +$207K +1,700 New
UPS
3230
UHLMANN PRICE SECURITIES
Illinois
$204K +$207K +1,700 New
GB
3231
Goepper Burkhardt
South Carolina
$203K – – –
CFCI
3232
Comprehensive Financial Consultants Institutional
Indiana
$203K -$50K -410 -20%
TCOTS
3233
Trust Company of the South
North Carolina
$203K +$2.44K +20 +1%
MCIA
3234
Mountain Capital Investment Advisors
Colorado
$201K -$23.2K -190 -10%
CCA
3235
Cora Capital Advisors
New Jersey
$201K -$13.4K -110 -6%
PWM
3236
Provident Wealth Management
Tennessee
$201K – – –
SDAM
3237
Shulman DeMeo Asset Management
New York
$201K – – –
DP
3238
DDD Partners
Washington
$201K +$2.44K +20 +1%
PG
3239
Prostatis Group
Maryland
$201K +$6.1K +50 +3%
VT
3240
Volterra Technologies
New York
$201K +$205K +1,680 New
SPA
3241
Shore Point Advisors
New Jersey
$201K – – –
GFPC
3242
Global Financial Private Client
Florida
$201K +$1.22K +10 +0.6%
WWM
3243
WJ Wealth Management
Arizona
$201K -$247K -2,020 -53%
SRC
3244
Shufro Rose & Co
New York
$200K – – –
BAMG
3245
Brand Asset Management Group
Missouri
$200K +$204K +1,670 New
1NWS
3246
1 North Wealth Services
Maryland
$200K – – –
C1AG
3247
Client 1st Advisory Group
Florida
$200K – – –
AW
3248
Avion Wealth
Texas
$200K -$206K -1,690 -50%
HB
3249
Horizon Bancorp
Indiana
$199K +$95.2K +780 +89%
MSWM
3250
Mowery & Schoenfeld Wealth Management
Illinois
$198K -$11K -90 -5%
128 129
130
131 132