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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1926
Archford Capital Strategies
Illinois
$223K -$402K -25,435 -66%
UF
1927
Univest Financial
Pennsylvania
$222K +$17.5K +1,106 +9%
MIM
1928
MTM Investment Management
South Carolina
$222K -$40.5K -2,564 -16%
HGERS
1929
Householder Group Estate & Retirement Specialist
Arizona
$222K +$1.36K +86 +0.7%
CTA
1930
Colonial Trust Advisors
South Carolina
$222K -$11.4K -724 -5%
TF
1931
Trek Financial
Arizona
$221K +$208K +13,195 New
BL
1932
Balentine LLC
Georgia
$221K -$135K -8,554 -39%
PWP
1933
Private Wealth Partners
California
$220K – – –
FWTB
1934
First Western Trust Bank
Colorado
$220K +$14.9K +945 +8%
CBT
1935
Central Bank & Trust
Kentucky
$220K +$21.5K +1,361 +12%
RWI
1936
Red Wave Investments
Pennsylvania
$220K +$600 +38 +0.3%
KWM
1937
Kolinsky Wealth Management
New Jersey
$220K +$25.7K +1,629 +14%
WA
1938
Wealth Architects
California
$219K +$14.5K +918 +8%
TWM
1939
Trueblood Wealth Management
Ohio
$219K +$206K +13,058 New
CB
1940
Centennial Bank
Arkansas
$219K -$25.9K -1,640 -11%
SFG
1941
Sowa Financial Group
Rhode Island
$219K -$12K -763 -6%
BHIA
1942
Birch Hill Investment Advisors
Massachusetts
$218K -$8.37K -530 -4%
AWS
1943
Aspen Wealth Strategies
Colorado
$218K +$32 +2 +0%
AWM
1944
Affinity Wealth Management
Delaware
$217K +$489 +31 +0.2%
MIM
1945
Moseley Investment Management
Florida
$217K -$28.4K -1,800 -12%
BMM
1946
Berkshire Money Management
Massachusetts
$217K +$204K +12,920 New
OHWP
1947
Oak Harbor Wealth Partners
North Carolina
$217K -$80.2K -5,079 -28%
HNWAG
1948
High Net Worth Advisory Group
Florida
$216K -$15.8K -1,000 -7%
MMHP
1949
Murphy Middleton Hinkle & Parker
Georgia
$216K -$69.1K -4,377 -25%
D
1950
Diversified
Delaware
$216K +$25.9K +1,643 +15%
76 77
78
79 80