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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1626
Colonial Trust Advisors
South Carolina
$140K +$133K +4,750 New
BWM
1627
BerganKDV Wealth Management
Minnesota
$136K +$14.9K +530 +13%
TWA
1628
TCI Wealth Advisors
Arizona
$134K +$26.4K +940 +26%
DAM
1629
Delta Asset Management
Tennessee
$133K +$126K +4,500 New
SN
1630
Sittner & Nelson
Oregon
$132K – – –
WWM
1631
Wolff Wiese Magana
California
$128K -$90.6K -3,230 -43%
NHT
1632
New Hampshire Trust
New Hampshire
$125K +$119K +4,250 New
AF
1633
Affiance Financial
Minnesota
$125K +$119K +4,240 New
JWM
1634
Janiczek Wealth Management
Colorado
$123K +$4.21K +150 +4%
AIM
1635
Acropolis Investment Management
Missouri
$117K +$111K +3,970 New
CFD
1636
Creative Financial Designs
Indiana
$117K -$28.6K -1,020 -20%
SWM
1637
Sanctuary Wealth Management
Idaho
$116K +$110K +3,920 New
MS
1638
Mizuho Securities
Japan
$115K -$552K -19,680 -83%
CMBA
1639
C.M. Bidwell & Associates
Hawaii
$114K – – –
DRS
1640
Deane Retirement Strategies
Louisiana
$112K – – –
OWA
1641
One Wealth Advisors
California
$111K +$106K +3,770 New
TIM
1642
Tortoise Investment Management
New York
$109K +$561 +20 +0.5%
HT
1643
Headlands Technologies
Illinois
$109K +$104K +3,710 New
SOW
1644
State of Wyoming
Wyoming
$106K +$101K +3,590 New
WPA
1645
West Paces Advisors
Georgia
$105K +$28.1K +1,000 +39%
HGERS
1646
Householder Group Estate & Retirement Specialist
Arizona
$104K -$43.8K -1,560 -31%
CB
1647
Community Bank
New York
$103K -$9.82K -350 -9%
BCM
1648
Birch Capital Management
Texas
$103K – – –
PFSC
1649
Peoples Financial Services Corp
Pennsylvania
$103K – – –
PWS
1650
Paragon Wealth Strategies
Florida
$103K +$42.1K +1,500 +75%
64 65
66
67 68