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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3301
BlueChip Wealth Advisors
Georgia
$251K -$49.7K -165 -17%
EBT
3302
Enterprise Bank & Trust
Massachusetts
$250K -$35.9K -119 -13%
EGA
3303
E&G Advisors
Texas
$250K +$237K +786 New
HVIA
3304
Hudson Valley Investment Advisors
New York
$250K +$237K +786 New
TH
3305
TCTC Holdings
Texas
$249K – – –
FF
3306
Fluent Financial
Texas
$249K +$236K +784 New
UB
3307
Umpqua Bank
Oregon
$249K +$252K +836 New
AAG
3308
Armstrong Advisory Group
Massachusetts
$249K +$22.6K +75 +11%
SPA
3309
Sentinel Pension Advisors
Massachusetts
$249K +$236K +783 New
GOCP
3310
Great Oak Capital Partners
Massachusetts
$249K – – –
PAM
3311
Palisade Asset Management
Minnesota
$248K +$235K +781 New
HFA
3312
Highland Financial Advisors
New Jersey
$248K +$235K +781 New
FCM
3313
Fogel Capital Management
Florida
$248K -$30.1K -100 -11%
CTA
3314
Colonial Trust Advisors
South Carolina
$248K -$7.53K -25 -3%
CPW
3315
Crestmont Private Wealth
Texas
$247K +$235K +779 New
SC
3316
Stephenson & Company
California
$247K +$235K +779 New
PRP
3317
Peak Retirement Planning
Ohio
$247K +$234K +778 New
PFM
3318
Patton Fund Management
Texas
$245K +$233K +772 New
KOMWMG
3319
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$245K +$232K +771 New
MIC
3320
Meridian Investment Counsel
California
$244K -$57.2K -190 -20%
CWM
3321
CarsonAllaria Wealth Management
Illinois
$244K +$6.93K +23 +3%
DCBT
3322
Dakota Community Bank & Trust
North Dakota
$244K +$6.93K +23 +3%
KWM
3323
Kanen Wealth Management
Florida
$243K +$231K +766 New
OFS
3324
Oldfather Financial Services
Nebraska
$243K +$230K +764 New
HAM
3325
Harmony Asset Management
Arizona
$243K +$230K +764 New
131 132
133
134 135