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Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
3176
Lokken Investment Group
Delaware
$338K +$14.6K +440 +6%
CSIA
3177
Charles Schwab Investment Advisory
California
$338K +$265K +7,990 New
MCM
3178
Mengis Capital Management
Oregon
$337K -$85K -2,560 -24%
AAM
3179
Ameraudi Asset Management
New York
$337K -$2.99K -90 -1%
ST
3180
Sageworth Trust
Pennsylvania
$335K +$32.9K +990 +14%
TFA
3181
Triad Financial Advisors
North Carolina
$334K -$3.98K -120 -1%
BWM
3182
Blossom Wealth Management
California
$334K -$33.2K -1,000 -11%
PFM
3183
Phillips Financial Management
Indiana
$334K +$9.63K +290 +4%
WP
3184
Wealthspan Partners
Iowa
$333K +$261K +7,870 New
AIFAIM
3185
American Institute for Advanced Investment Management
Arizona
$332K +$261K +7,860 New
PWS
3186
Private Wealth Strategies
Ohio
$332K +$12.9K +390 +5%
B
3187
Bridgeworth
Alabama
$332K +$17.9K +540 +7%
AWM
3188
Aprio Wealth Management
Georgia
$331K +$260K +7,820 New
FCFC
3189
First Citizens Financial Corp
Iowa
$330K +$259K +7,800 New
SW
3190
StrongBox Wealth
Missouri
$328K +$8.3K +250 +3%
CAG
3191
Compass Advisory Group
New York
$328K +$258K +7,760 New
PI
3192
Pachira Investments
California
$328K +$257K +7,750 New
LIA
3193
LifePlan Investment Advisors
North Carolina
$327K +$257K +7,730 New
CIC
3194
Cutler Investment Counsel
Oregon
$326K -$118K -3,560 -32%
CFGSD
3195
Compass Financial Group (South Dakota)
South Dakota
$325K +$255K +7,680 New
MA
3196
MBA Advisors
Pennsylvania
$324K -$9.96K -300 -4%
BWM
3197
BerganKDV Wealth Management
Minnesota
$323K -$103K -3,110 -29%
JWA
3198
JFS Wealth Advisors
Pennsylvania
$323K – – –
SIS
3199
Strategic Investment Solutions
Illinois
$322K -$79K -2,380 -23%
PRS
3200
Pinkerton Retirement Specialists
Idaho
$322K -$21.2K -640 -8%
126 127
128
129 130