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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
4226
WFA of San Diego
California
$1.97M -$540K -2,899 -22%
AWA
4227
AmeriServ Wealth Advisors
Pennsylvania
$1.97M -$122K -658 -6%
SCA
4228
St. Clair Advisors
Ohio
$1.97M – – –
HIG
4229
Heritage Investment Group
Florida
$1.97M +$94.6K +508 +5%
CBT
4230
Crews Bank & Trust
Florida
$1.97M -$205K -1,102 -9%
PBF
4231
Petix & Botte Financial
California
$1.96M +$47.1K +253 +2%
EWM
4232
Evergreen Wealth Management
Michigan
$1.96M +$49.7K +267 +3%
HWMC
4233
Heritage Wealth Management (California)
California
$1.96M -$127K -680 -6%
PWP
4234
Precedent Wealth Partners
Texas
$1.96M +$33.3K +179 +2%
RI
4235
Rinkey Investments
California
$1.96M +$38.3K +206 +2%
FFBTD
4236
First Financial Bank - Trust Division
Ohio
$1.96M +$82.5K +443 +4%
TPW
4237
Tiller Private Wealth
Pennsylvania
$1.95M -$362K -1,946 -16%
PAG
4238
Paladin Advisory Group
Iowa
$1.95M – – –
BA
4239
Ballew Advisors
Mississippi
$1.95M +$213K +1,144 +12%
LWM
4240
Lighthouse Wealth Management
Ohio
$1.95M +$105K +566 +6%
PI
4241
Pachira Investments
California
$1.94M +$693K +3,723 +56%
MSRI
4242
Michael S. Ryan Inc
New York
$1.94M +$53.2K +286 +3%
SMWM
4243
Silvia McColl Wealth Management
California
$1.94M – – –
PIC
4244
Portland Investment Counsel
Ontario, Canada
$1.94M -$361K -1,941 -16%
MFG
4245
Mainsail Financial Group
Washington
$1.94M -$44.7K -240 -2%
MVA
4246
Mount Vernon Associates
Maryland
$1.93M +$1.57M +8,459 +445%
MPWS
4247
McCarter Private Wealth Services
Massachusetts
$1.93M -$63.5K -341 -3%
PWM
4248
Pursuit Wealth Management
Florida
$1.93M +$1.92M +10,341 New
MSG
4249
Main Street Group
Virginia
$1.93M -$55.8K -300 -3%
FMI
4250
Financial Management Inc
Arkansas
$1.93M +$1.92M +10,324 New
168 169
170
171 172