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Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
3326
Harmony Asset Management
Arizona
$243K +$230K +764 New
ABLA
3327
Alan B. Lancz & Associates
Ohio
$242K -$45.2K -150 -16%
BWCS
3328
Beirne Wealth Consulting Services
Connecticut
$242K +$230K +763 New
CG
3329
Clifford Group
Massachusetts
$241K +$229K +760 New
DFG
3330
Dynamic Financial Group
Iowa
$241K +$229K +760 New
CWA
3331
Cura Wealth Advisors
Illinois
$241K +$229K +759 New
OWM
3332
Opes Wealth Management
California
$241K +$229K +759 New
CWM
3333
Cahaba Wealth Management
Georgia
$241K +$228K +758 New
CIP
3334
Capital Insight Partners
Arizona
$240K -$15.4K -51 -6%
HTWM
3335
Hartmann Taylor Wealth Management
Texas
$240K -$301K -1,000 -57%
TFP
3336
Traction Financial Partners
Wyoming
$240K +$227K +754 New
HIA
3337
HFM Investment Advisors
New Jersey
$239K +$1.81K +6 +0.8%
CFGSD
3338
Compass Financial Group (South Dakota)
South Dakota
$239K +$227K +753 New
HVP
3339
Hudson Value Partners
Florida
$239K -$519K -1,722 -70%
DWM
3340
Darwin Wealth Management
Florida
$239K +$1.51K +5 +0.7%
OCM
3341
Osterweis Capital Management
California
$238K -$10.5K -35 -4%
TFG
3342
Taylor Financial Group
Virginia
$238K +$226K +750 New
NAMM
3343
NorthStar Asset Management (Massachusetts)
Massachusetts
$238K -$46.7K -155 -17%
BIM
3344
Baldwin Investment Management
Pennsylvania
$238K +$226K +749 New
SF
3345
SWP Financial
California
$238K +$226K +749 New
IWP
3346
Innova Wealth Partners
Pennsylvania
$238K -$49.7K -165 -18%
MLA
3347
MB, Levis & Associates
Pennsylvania
$238K – – –
BW
3348
Basepoint Wealth
Iowa
$237K +$224K +745 New
AIP
3349
Almanack Investment Partners
Pennsylvania
$237K +$224K +745 New
FCIM
3350
Fairview Capital Investment Management
California
$236K -$90.4K -300 -29%
132 133
134
135 136