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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2826
Lantern Wealth Advisors
New York
$607K -$141K -406 -23%
TF
2827
Tompkins Financial
New York
$607K – – –
SAM
2828
S.A. Mason
Michigan
$607K -$5.2K -15 -1%
MHR
2829
Matthew Hamilton Rosenberg
$607K – – –
CWMP
2830
Clarion Wealth Managment Partners
Virginia
$606K -$9.71K -28 -2%
BWAM
2831
Boyd Watterson Asset Management
Ohio
$606K +$259K +746 +121%
JWM
2832
JPL Wealth Management
Colorado
$605K +$153K +440 +48%
DFA
2833
Delta Financial Advisors
Louisiana
$605K – – –
MWA
2834
Meridian Wealth Advisors
Texas
$605K +$72.1K +208 +18%
SWM
2835
Stark Wealth Management
Pennsylvania
$604K +$39.9K +115 +9%
TA
2836
TruWealth Advisors
Louisiana
$604K +$18.7K +54 +4%
LRWM
2837
Lord & Richards Wealth Management
Colorado
$604K +$33.3K +96 +8%
AFS
2838
AFG Fiduciary Services
Massachusetts
$601K -$10.4K -30 -2%
KFS
2839
Kelly Financial Services
Massachusetts
$599K +$5.2K +15 +1%
PPH
2840
Pure Portfolios Holdings
Oregon
$597K -$241K -696 -34%
HPBT
2841
Hickory Point Bank & Trust
Illinois
$597K – – –
IWA
2842
Inspirion Wealth Advisors
Illinois
$596K +$100K +289 +15%
PMFA
2843
Plante Moran Financial Advisors
Michigan
$594K -$177K -510 -28%
TAM
2844
Tocqueville Asset Management
New York
$594K -$12.1K -35 -3%
4WM
2845
44 Wealth Management
Oregon
$594K -$3.12K -9 -0.7%
1WM
2846
1900 Wealth Management
Texas
$594K +$59.3K +171 +15%
SSW
2847
Smith Shellnut Wilson
Mississippi
$594K – – –
WA
2848
WPG Advisers
Maryland
$594K +$9.37K +27 +2%
WFA
2849
West Financial Advisors
Iowa
$593K – – –
MCWA
2850
Meadow Creek Wealth Advisors
Georgia
$593K -$6.59K -19 -1%
112 113
114
115 116