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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1201
Econ Financial Services
Pennsylvania
$252K +$317K +14,310 +14,310%
EWM
1202
Endowment Wealth Management
Wisconsin
$251K -$58.5K -2,640 -16%
TCA
1203
Transcend Capital Advisors
New Jersey
$251K +$1.11K +50 +0.4%
MCM
1204
Maryland Capital Management
Maryland
$250K -$131K -5,890 -29%
ACM
1205
Advisors Capital Management
New Jersey
$250K -$98K -4,420 -24%
MP
1206
McDonald Partners
Ohio
$250K -$33.3K -1,500 -10%
RIG
1207
Roosevelt Investment Group
New York
$250K – – –
FFS
1208
Founders Financial Securities
Maryland
$250K +$8.65K +390 +3%
LWM
1209
Loveless Wealth Management
Montana
$249K +$5.32K +240 +2%
DWT
1210
Dorsey & Whitney Trust
South Dakota
$248K -$19.1K -860 -6%
WAP
1211
Wealthcare Advisory Partners
Pennsylvania
$248K +$97.5K +4,400 +45%
BFWA
1212
Benchmark Financial Wealth Advisors
Florida
$248K +$181K +8,180 +136%
CCMG
1213
Clark Capital Management Group
Pennsylvania
$246K +$665 +30 +0.2%
WTA
1214
Washington Trust Advisors
Massachusetts
$245K -$10.2K -460 -3%
CBT
1215
CoreFirst Bank & Trust
Kansas
$245K – – –
HFG
1216
Heron Financial Group
New York
$245K +$24.4K +1,100 +9%
SBWIC
1217
Schaper Benz & Wise Investment Counsel
Wisconsin
$244K -$22.2K -1,000 -7%
DA
1218
Doliver Advisors
Texas
$244K -$11.3K -510 -4%
FHA
1219
First Horizon Advisors
Tennessee
$243K -$66.3K -2,990 -18%
HWM
1220
Hemington Wealth Management
Virginia
$243K -$19.7K -890 -6%
SA
1221
Strategic Advisors
New York
$243K +$175K +7,890 +130%
PWA
1222
Providence Wealth Advisors
Illinois
$242K – – –
UAML
1223
US Asset Management LLC
Pennsylvania
$242K +$1.11K +50 +0.4%
EFS
1224
Essex Financial Services
Connecticut
$241K +$3.77K +170 +1%
LFA
1225
Level Financial Advisors
New York
$241K +$5.54K +250 +2%
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