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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
3251
Shulman DeMeo Asset Management
New York
$290K +$227K +6,850 New
IIA
3252
ICW Investment Advisors
Arizona
$289K +$226K +6,820 New
WHC
3253
Wulff, Hansen & Co
California
$289K +$226K +6,820 New
UCB
3254
United Community Bank
South Carolina
$288K +$159K +4,800 +240%
AWAP
3255
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$288K +$226K +6,800 New
SMWM
3256
Silvia McColl Wealth Management
California
$285K +$223K +6,730 New
OGF
3257
Orin Green Financial
California
$283K +$222K +6,700 New
AMG
3258
Asset Management Group
Connecticut
$283K +$222K +6,700 New
GG
3259
Greenwood Gearhart
Arkansas
$282K -$51.1K -1,540 -19%
AWMG
3260
Alliance Wealth Management Group
New Jersey
$280K +$219K +6,610 New
EWA
3261
Evolution Wealth Advisors
Florida
$279K -$531K -16,000 -71%
AAM
3262
Aureus Asset Management
Massachusetts
$279K -$62.8K -1,890 -22%
CWA
3263
Cornerstone Wealth Advisors
Minnesota
$279K +$219K +6,600 New
EWP
3264
Engrave Wealth Partners
Texas
$278K +$218K +6,570 New
TC
3265
Trilogy Capital
California
$278K +$208K +6,270 New
NSG
3266
Nalls Sherbakoff Group
Tennessee
$278K – – –
IFAM
3267
Institutional & Family Asset Management
Colorado
$277K -$27.9K -840 -11%
BWA
3268
Beam Wealth Advisors
Louisiana
$277K +$217K +6,540 New
DC
3269
Destiny Capital
Colorado
$276K +$217K +6,530 New
PCM
3270
Pointe Capital Management
Michigan
$276K -$80.7K -2,430 -27%
SNBOSCI
3271
Security National Bank of Sioux City Iowa
Iowa
$276K +$216K +6,520 New
WA
3272
WESPAC Advisors
California
$275K +$216K +6,510 New
PIM
3273
Platinum Investment Management
Australia
$275K +$216K +6,500 New
JA
3274
JVL Associates
Michigan
$275K -$199K -5,990 -48%
OFA
3275
Oak Family Advisors
Illinois
$275K +$215K +6,490 New
129 130
131
132 133