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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
Wealth Advisors
California
$364K -$48.1K -2,229 -12%
SWA
2102
Sutton Wealth Advisors
Florida
$364K -$24.6K -1,141 -6%
KWA
2103
KCS Wealth Advisory
California
$363K -$91.8K -4,259 -20%
GC
2104
GFG Capital
Florida
$362K +$56.5K +2,618 +19%
STB
2105
S&T Bank
Pennsylvania
$362K +$159K +7,376 +79%
RRA
2106
Round Rock Advisors
Connecticut
$362K +$360K +16,693 New
HPWM
2107
Highland Private Wealth Management
Washington
$360K -$199K -9,245 -36%
BCM
2108
Boltwood Capital Management
California
$360K – – –
JFS
2109
JD Financial Services
Pennsylvania
$360K +$357K +16,566 New
BA
2110
Bristlecone Advisors
Washington
$359K +$64.7K +3,002 +22%
1WM
2111
1900 Wealth Management
Texas
$359K +$356K +16,529 New
PFWA
2112
Paces Ferry Wealth Advisors
Georgia
$358K -$50.1K -2,325 -12%
HP
2113
HT Partners
Connecticut
$358K +$11.8K +545 +3%
SC
2114
Saturna Capital
Washington
$356K -$87.3K -4,050 -20%
BFC
2115
Blue Fin Capital
Rhode Island
$356K -$39.9K -1,851 -10%
GF
2116
Goodman Financial
Texas
$356K +$32.1K +1,488 +10%
WMP
2117
Wealth Management Partners
Arizona
$356K +$342K +15,860 New
5L
2118
55I LLC
Massachusetts
$355K -$5.37K -249 -1%
WJA
2119
Willis Johnson & Associates
Texas
$355K +$352K +16,330 New
MIH
2120
Meitav Investment House
Israel
$353K – – –
CWP
2121
Concord Wealth Partners
Virginia
$352K +$350K +16,224 New
VFP
2122
Verus Financial Partners
Virginia
$350K -$206K -9,569 -37%
LC
2123
Lindbrook Capital
California
$350K -$45.5K -2,112 -12%
BMWM
2124
Brown Miller Wealth Management
Virginia
$350K +$347K +16,114 New
NWS
2125
Newport Wealth Strategies
California
$349K – – –
83 84
85
86 87