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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3976
Panoramic Investment Advisors
Colorado
$1.2M +$396K +2,875 +47%
HCM
3977
Hall Capital Management
Rhode Island
$1.2M +$1.23M +8,930 New
AWA
3978
Adapt Wealth Advisors
Georgia
$1.2M -$85.5K -620 -6%
RIS
3979
Retirement Income Solutions
Michigan
$1.2M +$69.3K +503 +6%
WAG
3980
Wallace Advisory Group
California
$1.2M +$179K +1,302 +15%
MIM
3981
Merrion Investment Management
New Jersey
$1.2M -$13.8K -100 -1%
HB
3982
HTLF Bank
Colorado
$1.19M +$39.1K +284 +3%
JLBC
3983
J.L. Bainbridge & Co
Florida
$1.19M +$86K +624 +8%
VFIC
3984
Valley Forge Investment Consultants
Pennsylvania
$1.19M +$393K +2,852 +47%
WAOI
3985
Wealth Advisors of Iowa
Iowa
$1.19M +$106K +771 +10%
MLIC
3986
Mandatum Life Insurance Company
Finland
$1.19M -$438K -3,178 -26%
GVIC
3987
Global Value Investment Corporation
Wisconsin
$1.19M +$1.22M +8,830 New
BBWA
3988
Bell & Brown Wealth Advisors
California
$1.18M -$14.6K -106 -1%
KWA
3989
Kellett Wealth Advisors
Ohio
$1.18M +$269K +1,950 +28%
DI
3990
DDFG Inc
California
$1.18M -$68.9K -500 -5%
MAA
3991
Matrix Asset Advisors
New York
$1.18M -$5.51K -40 -0.5%
CWM
3992
Campbell Wealth Management
Virginia
$1.18M +$781K +5,668 +183%
PWM
3993
Parkworth Wealth Management
California
$1.18M +$1.21M +8,757 New
BWP
3994
Bernardo Wealth Planning
Pennsylvania
$1.18M -$127K -923 -10%
VW
3995
Veridan Wealth
Oregon
$1.17M +$1.39M +10,055 New
KA
3996
KDT Advisors
New York
$1.17M +$1.2M +8,704 New
TIM
3997
Tortoise Investment Management
New York
$1.16M +$57.2K +415 +5%
MSA
3998
Marino Stram & Associates
Massachusetts
$1.16M +$38.7K +281 +3%
AA
3999
ACT Advisors
North Carolina
$1.16M +$15.2K +110 +1%
COCM
4000
Charter Oak Capital Management
New Hampshire
$1.16M -$43.7K -317 -4%
158 159
160
161 162