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