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Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
4851
Pacific Capital Wealth Advisors
California
$1.22M – – –
MAA
4852
Matrix Asset Advisors
New York
$1.22M -$363K -1,765 -22%
FF
4853
Formulate Financial
Florida
$1.22M – – –
MAG
4854
Mokosak Advisory Group
Iowa
$1.21M +$1.65K +8 +0.1%
MIM
4855
Montgomery Investment Management
Maryland
$1.21M -$61.5K -299 -5%
FSCM
4856
Front Street Capital Management
Montana
$1.21M -$366K -1,781 -23%
BWM
4857
BKM Wealth Management
Wisconsin
$1.21M +$19.7K +96 +2%
CLA
4858
Carnegie Lake Advisors
New Jersey
$1.21M – – –
CFG
4859
Copley Financial Group
California
$1.21M +$226K +1,098 +22%
EAM
4860
EdenTree Asset Management
United Kingdom
$1.21M – – –
VCAM
4861
Van Cleef Asset Management
Ohio
$1.21M -$51.4K -250 -4%
CAM
4862
CPA Asset Management
Florida
$1.21M -$15.2K -74 -1%
MWM
4863
Mascoma Wealth Management
New Hampshire
$1.2M +$3.5K +17 +0.3%
HIM
4864
Harbour Investment Management
Washington
$1.2M -$2.06K -10 -0.2%
ASG
4865
Ariston Services Group
California
$1.2M +$1.24M +6,008 New
KA
4866
Kure Advisory
Minnesota
$1.2M -$41.1K -200 -3%
GAA
4867
Green Alpha Advisors
Colorado
$1.2M -$1.23K -6 -0.1%
OMC
4868
Oasis Management Company
Cayman Islands
$1.2M -$411K -2,000 -25%
BCFD
4869
Boit C.F. David
$1.2M – – –
CI
4870
Cherokee Insurance
Michigan
$1.2M – – –
CCI
4871
Credit Capital Investments
New Jersey
$1.2M +$206K +1,000 +20%
BI
4872
Bramshill Investments
Florida
$1.2M +$617K +3,000 +100%
SWM
4873
Sterling Wealth Management
Illinois
$1.2M -$251K -1,219 -17%
AWM
4874
AAF Wealth Management
Massachusetts
$1.2M +$45.6K +222 +4%
CI
4875
Ceera Investments
Texas
$1.2M +$187K +910 +18%
193 194
195
196 197