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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
2226
Sustainable Insight Capital Management
New York
$250K -$312K -5,000 -57%
SN
2227
Sittner & Nelson
Oregon
$250K -$18.7K -300 -8%
IHL
2228
Investment House LLC
California
$250K +$231K +3,700 New
MSWM
2229
McGlone Suttner Wealth Management
Wisconsin
$249K -$201K -3,220 -39%
AAM
2230
Austin Asset Management
Texas
$249K +$7.5K +120 +3%
WCA
2231
Waypoint Capital Advisors
Minnesota
$249K +$20K +320 +9%
BA
2232
Bridge Advisory
California
$249K +$230K +3,690 New
FMN
2233
Financial Management Network
California
$249K -$1.87K -30 -0.8%
MFG
2234
Mosaic Financial Group
Illinois
$248K +$230K +3,680 New
RA
2235
Rise Advisors
New York
$248K +$1.25K +20 +0.5%
ACC
2236
Acorn Creek Capital
Colorado
$246K +$7.5K +120 +3%
WQ
2237
Wealth Quarterback
New Jersey
$246K -$2.5K -40 -1%
OLVIG
2238
Oliver Lagore Vanvalin Investment Group
Michigan
$245K -$66.2K -1,060 -23%
WTA
2239
Washington Trust Advisors
Massachusetts
$243K -$43.1K -690 -16%
BFA
2240
Beaumont Financial Advisors
Massachusetts
$243K +$225K +3,600 New
FSA
2241
Financial Security Advisor
Virginia
$243K +$225K +3,600 New
PCWA
2242
Pacific Capital Wealth Advisors
California
$243K +$225K +3,600 New
SFS
2243
Sharp Financial Services
Pennsylvania
$243K +$225K +3,600 New
WMWM
2244
Whitaker-Myers Wealth Managers
Ohio
$243K +$225K +3,600 New
FFG
2245
Fortem Financial Group
California
$242K -$3.12K -50 -1%
SIC
2246
SJS Investment Consulting
Ohio
$242K -$19.4K -310 -8%
EC
2247
EdgeRock Capital
Colorado
$242K +$224K +3,580 New
CAAS
2248
Capital Asset Advisory Services
Michigan
$241K -$8.12K -130 -4%
MWP
2249
Meridian Wealth Partners
Pennsylvania
$240K +$14.4K +230 +7%
SAF
2250
Smith Anglin Financial
Texas
$240K -$50K -800 -18%
88 89
90
91 92