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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1651
WealthPlan Investment Management
Nebraska
$239K +$523K +12,560 New
HIF
1652
Hill Island Financial
Michigan
$238K – – –
DIP
1653
DT Investment Partners
Pennsylvania
$238K +$117K +2,800 +79%
PA
1654
PSI Advisors
Florida
$237K +$41.2K +990 +19%
LF
1655
LifeSteps Financial
California
$236K +$6.25K +150 +2%
HFM
1656
Hartford Financial Management
Connecticut
$236K +$6.66K +160 +3%
JDR
1657
Jay D. Rosenbaum
$236K +$263K +6,310 New
DLA
1658
Douglas Lane & Associates
New York
$235K -$22.5K -540 -8%
SIM
1659
SSI Investment Management
California
$235K -$416 -10 -0.2%
MWA
1660
Meridian Wealth Advisors
Texas
$235K +$42.9K +1,030 +20%
NFG
1661
Northeast Financial Group
Pennsylvania
$234K +$25.8K +620 +11%
FH
1662
FWG Holdings
Florida
$234K -$44.1K -1,060 -15%
BA
1663
Ballast Advisors
Minnesota
$234K +$24.1K +580 +10%
CCA
1664
Catalyst Capital Advisors
New York
$233K -$1.27M -30,440 -83%
AWA
1665
Alaska Wealth Advisors
Alaska
$233K – – –
UCB
1666
United Community Bank
South Carolina
$233K -$2.08K -50 -0.8%
MHR
1667
Matthew Hamilton Rosenberg
$232K -$9.58K -230 -4%
BST
1668
Bath Savings Trust
Maine
$232K – – –
BMC
1669
Benin Management Corp
Connecticut
$232K – – –
BWM
1670
BCS Wealth Management
Tennessee
$232K +$11.2K +270 +5%
BBA
1671
BLB&B Advisors
Pennsylvania
$232K +$20.8K +500 +9%
WWM
1672
Wolff Wiese Magana
California
$232K +$38.3K +920 +17%
HI
1673
Harper Investing
California
$232K +$258K +6,200 New
SAM
1674
Simplify Asset Management
Nevada
$231K -$18.3K -440 -7%
RGC
1675
Roberts, Glore & Co
Illinois
$231K +$64.9K +1,560 +34%
65 66
67
68 69