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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
4001
Braun-Bostich & Associates
Pennsylvania
$964K -$24.2K -191 -2%
KL
4002
KilterHowling LLC
Colorado
$963K +$37.1K +293 +4%
CWMS
4003
Cannon Wealth Management Services
North Carolina
$962K +$3.55K +28 +0.3%
LIM
4004
Letson Investment Management
Georgia
$961K -$792K -6,250 -41%
MI
4005
Motiv8 Investments
Florida
$961K +$51.5K +406 +5%
NWA
4006
New World Advisors
Massachusetts
$960K +$189K +1,491 +20%
PWM
4007
Power Wealth Management
Georgia
$959K -$134K -1,056 -11%
TCM
4008
TD Capital Management
Tennessee
$958K +$31.7K +250 +3%
GVIC
4009
Global Value Investment Corporation
Wisconsin
$957K – – –
RA
4010
Rational Advisors
New York
$957K -$490K -3,863 -30%
CSIA
4011
Conrad Siegel Investment Advisors
Pennsylvania
$956K +$29K +229 +3%
HCM
4012
Hall Capital Management
Rhode Island
$955K -$15.2K -120 -1%
CWAF
4013
Core Wealth Advisors (Florida)
Florida
$955K +$126K +998 +13%
AWA
4014
Archvest Wealth Advisors
California
$954K +$180K +1,423 +19%
FIS
4015
Fischer Investment Strategies
California
$952K -$125K -990 -10%
ATWA
4016
Arbor Trust Wealth Advisors
Michigan
$951K +$178K +1,401 +19%
AW
4017
Avion Wealth
Texas
$950K – – –
KA
4018
KDT Advisors
New York
$944K +$1.01K +8 +0.1%
AZ
4019
Alpha Zero
Florida
$943K +$7.99K +63 +0.7%
CJL
4020
Cyrus J. Lawrence
New York
$943K -$28.8M -227,357 -96%
CIA
4021
Caerus Investment Advisors
Texas
$940K +$106K +840 +11%
DCM
4022
Delta Capital Management
New Jersey
$940K -$108K -850 -9%
BWIA
4023
Bryant Woods Investment Advisors
New York
$938K -$645K -5,087 -37%
SCI
4024
Stableford Capital II
Arizona
$937K +$1.17M +9,232 New
EFN
4025
Equita Financial Network
Pennsylvania
$936K +$302K +2,380 +38%
159 160
161
162 163