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Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
3151
Bangor Savings Bank
Maine
$241K +$40K +120 +15%
HWM
3152
HFG Wealth Management
Texas
$240K +$198K +594 New
AWM
3153
Altus Wealth Management
Kentucky
$240K +$28.7K +86 +10%
NFP
3154
Narus Financial Partners
Utah
$239K -$130K -391 -30%
MPPLM
3155
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$239K -$1.35M -4,054 -81%
DFG
3156
Demars Financial Group
Washington
$239K +$308K +923 New
SAMC
3157
Spectrum Asset Management (California)
California
$239K +$119K +357 +63%
CFS
3158
Commonwealth Financial Services
West Virginia
$238K -$47.7K -143 -13%
CAM
3159
Costello Asset Management
Pennsylvania
$238K +$300K +900 +5,294%
LC
3160
Lavaca Capital
Texas
$237K – – –
MAM
3161
Martingale Asset Management
Massachusetts
$237K -$36K -108 -11%
RIS
3162
Retirement Income Solutions
Michigan
$237K +$305K +914 New
ABLA
3163
Alan B. Lancz & Associates
Ohio
$237K +$55K +165 +22%
IWP
3164
Innova Wealth Partners
Pennsylvania
$237K -$38K -114 -11%
AWAP
3165
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$237K +$35.3K +106 +13%
CC
3166
Cypress Capital
Tennessee
$236K -$220K -659 -42%
SA
3167
Sage Advisors
Colorado
$236K +$304K +911 New
MA
3168
MKT Advisors
California
$236K +$31K +93 +10%
SWAG
3169
Spectrum Wealth Advisory Group
California
$236K -$33.3K -100 -10%
UPS
3170
UHLMANN PRICE SECURITIES
Illinois
$236K +$303K +909 New
PRTG
3171
Post Resch Tallon Group
New York
$235K -$36.3K -109 -11%
BTIM
3172
BancFirst Trust & Investment Management
Oklahoma
$235K – – –
AA
3173
Addison Advisors
Vermont
$235K -$9.66K -29 -3%
MW
3174
Members Wealth
Pennsylvania
$235K +$5.67K +17 +2%
EBT
3175
Enterprise Bank & Trust
Massachusetts
$235K -$113K -338 -27%
125 126
127
128 129