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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3126
TruWealth Advisors
Louisiana
$495K -$4.94K -12 -0.9%
BI
3127
Bolthouse Investments
California
$494K – – –
MCP
3128
Miller Capital Partners
Michigan
$494K – – –
SI
3129
Sava Infond
Slovenia
$494K -$700K -1,700 -56%
AFS
3130
AFG Fiduciary Services
Massachusetts
$494K +$98.9K +240 +21%
CA
3131
Centennial Advisors
Texas
$494K -$18.9K -46 -3%
BAM
3132
BOS Asset Management
Illinois
$494K +$38.7K +94 +8%
TM
3133
TigerOak Management
New Mexico
$493K – – –
WCM
3134
Windsor Capital Management
Arizona
$493K -$31.7K -77 -5%
FF
3135
Francis Financial
$492K -$412 -1 -0.1%
BFAG
3136
Blackston Financial Advisory Group
Florida
$492K +$43.3K +105 +9%
MSCM
3137
McElhenny Sheffield Capital Management
Texas
$492K +$64.7K +157 +13%
MLFP
3138
MPS Loria Financial Planners
Illinois
$491K -$3.3K -8 -0.6%
MWM
3139
Meritas Wealth Management
California
$491K – – –
BFPW
3140
BOK Financial Private Wealth
Colorado
$490K +$360K +873 +196%
CCMG
3141
Connecticut Capital Management Group
Connecticut
$490K -$9.89K -24 -2%
WP
3142
Wealthspan Partners
Iowa
$489K +$8.24K +20 +2%
AWM
3143
Arista Wealth Management
Nevada
$489K -$624K -1,514 -54%
BIA
3144
Biondo Investment Advisors
Pennsylvania
$489K -$3.71K -9 -0.7%
CT
3145
Caldwell Trust
Florida
$488K +$156K +378 +40%
RFN
3146
RDA Financial Network
Iowa
$488K +$20.2K +49 +4%
RI
3147
Rinkey Investments
California
$488K +$112K +271 +26%
AWA
3148
Argos Wealth Advisors
California
$487K -$94.3K -229 -15%
WETS
3149
Wealth Enhancement Trust Services
South Dakota
$487K +$313K +761 +139%
CT
3150
Colonial Trust
South Carolina
$486K -$25.5K -62 -5%
124 125
126
127 128