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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3051
Pin Oak Investment Advisors
Texas
$215K +$137K +6,350 +454%
JFL
3052
Jarislowsky, Fraser Ltd
Quebec, Canada
$215K +$167K +7,730 New
WFG
3053
Wills Financial Group
Virginia
$214K +$167K +7,720 New
RFWA
3054
RPg Family Wealth Advisory
Massachusetts
$214K +$167K +7,720 New
DA
3055
DCM Advisors
New York
$214K +$166K +7,690 New
GCA
3056
Genesee Capital Advisors
New York
$213K +$166K +7,660 New
JWA
3057
JFS Wealth Advisors
Pennsylvania
$212K -$1.73K -80 -1%
LFGO
3058
Legacy Financial Group (Oklahoma)
Oklahoma
$212K +$165K +7,620 New
CCA
3059
Cora Capital Advisors
New Jersey
$212K +$165K +7,620 New
WDL
3060
Well Done LLC
Michigan
$212K +$165K +7,620 New
LI
3061
Lafayette Investments
Maryland
$211K +$164K +7,600 New
PFM
3062
Phillips Financial Management
Indiana
$211K +$164K +7,600 New
NG
3063
Northstar Group
New York
$210K +$164K +7,570 New
BWL
3064
Bogart Wealth LLC
Virginia
$210K -$10.4K -480 -6%
LIG
3065
Lokken Investment Group
Delaware
$210K +$163K +7,550 New
LGWM
3066
Litman Gregory Wealth Management
California
$209K +$163K +7,540 New
SAM
3067
Satovsky Asset Management
New York
$209K +$163K +7,540 New
LCM
3068
Lewis Capital Management
California
$209K +$163K +7,540 New
AT
3069
Avalon Trust
New Mexico
$209K +$163K +7,530 New
IAP
3070
Indie Asset Partners
Indiana
$209K +$163K +7,530 New
WPC
3071
White Pine Capital
Minnesota
$209K +$163K +7,520 New
CIA
3072
Cape Investment Advisory
Georgia
$209K +$163K +7,520 New
LGG
3073
Luts & Greenleigh Group
Maryland
$209K +$163K +7,510 New
SW
3074
StrongBox Wealth
Missouri
$209K +$163K +7,510 New
MIM
3075
Merrion Investment Management
New Jersey
$208K +$162K +7,500 New
121 122
123
124 125