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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1401
Range Advisory
Virginia
$203K +$203K +1,781 New
PWA
1402
Portus Wealth Advisors
North Carolina
$202K – – –
SWASL
1403
Spartan Wealth Advisory Services LLC
Michigan
$202K -$39.7K -348 -16%
LA
1404
Legacy Advisors
Pennsylvania
$202K +$1.6K +14 +0.8%
AIA
1405
Arbor Investment Advisors
North Carolina
$202K +$202K +1,768 New
KA
1406
Kozak & Associates
Colorado
$202K -$53.2K -466 -22%
PPC
1407
Pennington Partners & Co
Maryland
$201K -$5.71K -50 -3%
FFG
1408
Fiduciary Financial Group
California
$201K +$200K +1,756 New
DIM
1409
DLK Investment Management
California
$200K +$346K +3,030 New
APFP
1410
Action Point Financial Planning
Michigan
$196K +$197K +1,724 New
MWP
1411
Momentum Wealth Planning
Florida
$192K +$192K +1,679 New
SOS
1412
Silver Oak Securities
Tennessee
$191K -$68K -596 -26%
MPWT
1413
MassMutual Private Wealth & Trust
Connecticut
$190K -$15.6K -137 -8%
GSIAS
1414
Garden State Investment Advisory Services
New Jersey
$190K – – –
FCT
1415
First Community Trust
Iowa
$183K – – –
T
1416
Tidemark
California
$178K – – –
MCA
1417
McGuire Capital Advisors
Oklahoma
$172K – – –
CT
1418
Caldwell Trust
Florida
$171K – – –
STB
1419
S&T Bank
Pennsylvania
$171K – – –
JFGIW
1420
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K – – –
EWM
1421
Evolution Wealth Management
Florida
$169K +$142K +1,248 +540%
OCM
1422
Osbon Capital Management
Massachusetts
$168K -$3.08K -27 -2%
SN
1423
Sittner & Nelson
Oregon
$167K – – –
MR
1424
Munich Reinsurance
$167K +$50.3K +441 +43%
BG
1425
Bollard Group
Massachusetts
$165K – – –
55 56
57
58 59