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Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
1201
Dai-ichi Life Insurance Company
Japan
$308K -$91.3K -800 -23%
MCA
1202
Magnolia Capital Advisors
Mississippi
$308K -$22.8K -200 -7%
PWS
1203
Proactive Wealth Strategies
Georgia
$308K – – –
GI
1204
GAMCO Investors
Connecticut
$308K +$2.28K +20 +0.7%
KFAS
1205
Keating Financial Advisory Services
Kansas
$308K -$17.2K -151 -5%
JWS
1206
Juncture Wealth Strategies
Arizona
$308K -$58K -508 -16%
GC
1207
GatePass Capital
Ohio
$307K +$2.05K +18 +0.7%
GWM
1208
GK Wealth Management
Nevada
$307K +$307K +2,693 New
NWAG
1209
Net Worth Advisory Group
Utah
$307K -$1.03K -9 -0.3%
FPH
1210
Financial Planning Hawaii
Hawaii
$307K -$255K -2,237 -45%
MC
1211
Moors & Cabot
Massachusetts
$306K -$31.7K -278 -9%
WA
1212
Wealth Architects
California
$306K +$342 +3 +0.1%
PCH
1213
PGIM Custom Harvest
New Jersey
$306K -$50.9K -446 -14%
MF
1214
Manchester Financial
California
$306K -$3.99K -35 -1%
AG
1215
Algert Global
California
$304K -$68.7K -602 -18%
GI
1216
GAMMA Investing
California
$303K +$35K +307 +13%
SR
1217
Swiss Re
Switzerland
$303K +$270K +2,370 +853%
KAM
1218
Kazazian Asset Management
Florida
$303K – – –
TFA
1219
Toth Financial Advisory
Virginia
$302K +$1.03K +9 +0.3%
RCA
1220
Riverview Capital Advisers
Massachusetts
$302K +$2.28K +20 +0.8%
NWA
1221
New World Advisors
Massachusetts
$301K -$28.5K -250 -9%
PIA
1222
Petredis Investment Advisors
Pennsylvania
$300K – – –
TP
1223
Tranquility Partners
Tennessee
$299K – – –
WIM
1224
WealthPlan Investment Management
Nebraska
$299K -$36.3K -318 -11%
HFAS
1225
Hummer Financial Advisory Services
Illinois
$296K – – –
47 48
49
50 51