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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1801
D.J. St. Germain
Massachusetts
$234K – – –
WFA
1802
Wade Financial Advisory
California
$234K +$241K +2,715 New
MIP
1803
Marietta Investment Partners
Wisconsin
$233K -$23.1K -260 -8%
IEFM
1804
IQ EQ Fund Management
Ireland
$232K +$239K +2,693 New
AMR
1805
Asset Management Resources
Massachusetts
$232K +$239K +2,696 New
FPCP
1806
Fort Point Capital Partners
California
$232K +$239K +2,699 New
MW
1807
MBL Wealth
North Carolina
$231K +$238K +2,679 New
FFA
1808
Fragasso Financial Advisors
Pennsylvania
$231K +$238K +2,683 New
PJSIMP
1809
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K – – –
H
1810
HoyleCohen
California
$228K +$235K +2,650 New
SIG
1811
Sargent Investment Group
Maryland
$227K +$213K +2,400 New
SIMM
1812
Stillwater Investment Management (Minnesota)
Minnesota
$227K +$233K +2,633 New
HW
1813
Hancock Whitney
Mississippi
$226K -$148K -1,671 -39%
GAMC
1814
Garner Asset Management Corp
Texas
$226K -$36.4K -410 -13%
HBW
1815
Hazlett, Burt & Watson
West Virginia
$226K -$13.3K -150 -5%
OWA
1816
Opal Wealth Advisors
New York
$226K +$233K +2,623 New
SWM
1817
SFG Wealth Management
Maryland
$226K +$233K +2,625 New
ACM
1818
AlphaStar Capital Management
North Carolina
$226K +$233K +2,627 New
MCC
1819
Money Concepts Capital
Florida
$225K +$2.75K +31 +1%
HW
1820
Hamilton Wealth
California
$225K +$232K +2,611 New
KFS
1821
Kaizen Financial Strategies
California
$224K +$230K +2,599 New
DOA
1822
D'Orazio & Associates
Virginia
$224K +$231K +2,606 New
LG
1823
LaFleur & Godfrey
Michigan
$224K +$231K +2,606 New
BI
1824
Bramshill Investments
Florida
$223K -$40.3K -455 -15%
JWM
1825
JGP Wealth Management
Oregon
$223K +$219K +2,471 New
71 72
73
74 75