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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1801
Physician Wealth Advisors
Utah
$237K +$538 +7 +0.3%
AWAP
1802
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$239K +3,107 New
CFA
1803
Compass Financial Advisors
Indiana
$236K +$3.92K +51 +2%
BBL
1804
Beck Bode LLC
Massachusetts
$236K +$237K +3,084 New
RS
1805
Retirement Solution
Washington
$235K -$720K -9,371 -75%
FP
1806
Foundry Partners
Minnesota
$235K -$117K -1,529 -33%
SAM
1807
Sompo Asset Management
Japan
$235K +$26.1K +340 +12%
SSW
1808
Smith Shellnut Wilson
Mississippi
$234K -$12.5K -163 -5%
STB
1809
S&T Bank
Pennsylvania
$234K -$845 -11 -0.4%
PCM
1810
Poehling Capital Management
Wisconsin
$234K +$235K +3,063 New
SIC
1811
Sigma Investment Counselors
Michigan
$233K -$2.55M -33,177 -92%
HPWM
1812
High Pines Wealth Management
Massachusetts
$233K -$2.18M -28,389 -90%
SC
1813
Sonen Capital
California
$233K -$4.76K -62 -2%
ITIM
1814
Indiana Trust & Investment Management
Indiana
$233K – – –
TWM
1815
Trevian Wealth Management
Massachusetts
$232K +$1.54K +20 +0.7%
AAS
1816
Annex Advisory Services
Wisconsin
$231K -$3.41M -44,438 -94%
GBT
1817
Grove Bank & Trust
Florida
$231K -$147K -1,915 -39%
CAI
1818
Capital Advisors Inc
Oklahoma
$231K -$80.4K -1,047 -26%
AIS
1819
AM Investment Strategies
Tennessee
$231K +$384 +5 +0.2%
CCA
1820
Childress Capital Advisors
Texas
$231K +$845 +11 +0.4%
HA
1821
Hofer & Associates
California
$231K +$1.46K +19 +0.6%
BCM
1822
Boltwood Capital Management
California
$230K – – –
CC
1823
Copperleaf Capital
North Carolina
$230K +$10.2K +133 +5%
MPW
1824
Monterey Private Wealth
California
$230K +$11.2K +146 +5%
DWM
1825
Darwin Wealth Management
Florida
$229K -$1.52M -19,839 -88%
71 72
73
74 75