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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3501
Winslow Asset Management
Ohio
$378K – – –
1NWS
3502
1 North Wealth Services
Maryland
$378K – – –
TLCM
3503
Twin Lakes Capital Management
California
$377K – – –
KFG
3504
Kingdom Financial Group
Arizona
$376K -$36.6K -92 -9%
CFG
3505
CKW Financial Group
Hawaii
$376K +$58.9K +148 +20%
IF
3506
Ironwood Financial
Arizona
$375K +$5.97K +15 +2%
GCP
3507
Guardian Capital (Pennsylvania)
Pennsylvania
$375K -$85.5K -215 -19%
RMC
3508
Resources Management Corp
Connecticut
$375K -$23.1K -58 -6%
DM
3509
Diversified Management
Wisconsin
$374K -$760K -1,911 -68%
HIF
3510
Hill Island Financial
Michigan
$374K -$20.7K -52 -6%
DIA
3511
Davidson Investment Advisors
Montana
$374K – – –
AWAP
3512
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$374K +$14.7K +37 +4%
KRW
3513
Kaufman Rossin Wealth
Florida
$374K +$23.5K +59 +7%
NFC
3514
Northstar Financial Companies
Pennsylvania
$373K +$353K +888 New
OHIS
3515
Oak Harvest Investment Services
Texas
$373K -$108K -272 -23%
FIA
3516
FNY Investment Advisers
New York
$373K +$354K +889 New
SL
3517
Sentry LLC
Tennessee
$372K +$50.9K +128 +17%
RFG
3518
REAP Financial Group
Texas
$372K -$9.54K -24 -3%
BHC
3519
Bowen Hanes & Co
Florida
$372K – – –
TI
3520
Truepoint Inc
Ohio
$372K -$125K -314 -26%
BWA
3521
BlueSky Wealth Advisors
North Carolina
$371K -$62.4K -157 -15%
V
3522
VeraBank
Texas
$371K +$68K +171 +24%
SCM
3523
Stonehearth Capital Management
Massachusetts
$371K -$13.5K -34 -4%
DF
3524
Dedeker Financial
Minnesota
$369K -$23.5K -59 -6%
WF
3525
WealthPoint Financial
North Carolina
$369K +$34.2K +86 +11%
139 140
141
142 143