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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1951
Patton Fund Management
Texas
$239K +$219K +1,160 New
WEG
1952
World Equity Group
Illinois
$239K -$98.1K -520 -31%
BFG
1953
Berger Financial Group
Minnesota
$237K -$28.3K -150 -11%
BPW
1954
BLVD Private Wealth
Kentucky
$237K +$218K +1,155 New
AWC
1955
Abundance Wealth Counselors
Pennsylvania
$237K -$35.8K -190 -14%
RSWM
1956
Robertson Stephens Wealth Management
California
$237K +$217K +1,150 New
MWA
1957
Motive Wealth Advisors
Michigan
$235K +$216K +1,145 New
MWP
1958
Meridian Wealth Partners
Pennsylvania
$235K +$216K +1,145 New
SIM
1959
SSI Investment Management
California
$234K -$129K -685 -38%
MLM
1960
Mount Lucas Management
Pennsylvania
$234K -$28.3K -150 -12%
SDWIA
1961
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$214K +1,135 New
DWM
1962
Darwin Wealth Management
Florida
$232K -$19.8K -105 -9%
KIC
1963
Kensington Investment Counsel
California
$232K +$213K +1,130 New
ACM
1964
Aster Capital Management
United Arab Emirates
$231K +$212K +1,125 New
CEI
1965
Clark Estates Inc
New York
$231K +$212K +1,125 New
HB
1966
Horizon Bancorp
Indiana
$230K -$15.1K -80 -7%
PWAM
1967
Private Wealth Asset Management
Iowa
$228K -$4.72K -25 -2%
LSPW
1968
Lake Street Private Wealth
Illinois
$227K +$208K +1,105 New
BB
1969
Busey Bank
Illinois
$227K +$208K +1,105 New
GWM
1970
Gitterman Wealth Management
New Jersey
$226K +$208K +1,100 New
SWG
1971
Summit Wealth Group
Vermont
$226K +$208K +1,100 New
CCA
1972
Cora Capital Advisors
New Jersey
$225K +$207K +1,095 New
MTWM
1973
Masso Torrence Wealth Management
New Jersey
$225K +$207K +1,095 New
JC
1974
JB Capital
Connecticut
$225K +$206K +1,090 New
AF
1975
Advisornet Financial
Minnesota
$224K +$58.5K +310 +40%
77 78
79
80 81