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Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
3601
UHLMANN PRICE SECURITIES
Illinois
$253K +$197K +569 New
TCM
3602
Tufton Capital Management
Maryland
$253K +$198K +570 New
NI
3603
Natural Investments
California
$253K +$198K +571 New
AFW
3604
Atlantic Family Wealth
Florida
$253K +$197K +568 New
BO
3605
Bank OZK
Arkansas
$253K +$197K +568 New
RJA
3606
Ross\Johnson & Associates
Minnesota
$252K -$6.94K -20 -3%
RRWA
3607
Rainey & Randall Wealth Advisors
Florida
$252K +$197K +567 New
OFP
3608
OLIO Financial Planning
Virginia
$252K -$36.1K -104 -16%
PP
3609
PFS Partners
New Jersey
$252K -$3.81K -11 -2%
GT
3610
GreatBanc Trust
Illinois
$252K +$196K +566 New
VR
3611
Valued Retirements
Texas
$251K – – –
FWM
3612
FSR Wealth Management
Illinois
$251K +$196K +564 New
HIC
3613
Hartline Investment Corp
Illinois
$250K -$53.1K -153 -21%
LOPW
3614
Live Oak Private Wealth
North Carolina
$250K +$195K +563 New
GBWM
3615
Granite Bay Wealth Management
New Hampshire
$250K +$195K +562 New
FF
3616
Foronjy Financial
California
$249K -$123K -355 -39%
BFF
3617
Byrne Financial Freedom
Massachusetts
$249K -$204K -589 -51%
WH
3618
Whitcomb & Hess
Ohio
$248K +$194K +558 New
KWM
3619
KW Wealth Management
California
$248K +$193K +557 New
MWS
3620
MFA Wealth Services
California
$248K +$193K +557 New
RF
3621
Roxbury Financial
New Jersey
$247K +$5.2K +15 +3%
SIA
3622
Spectrum Investment Advisors
Wisconsin
$247K +$193K +556 New
SA
3623
Shilanski & Associates
Alaska
$247K +$192K +555 New
WFA
3624
WestHill Financial Advisors
California
$247K +$192K +555 New
GWM
3625
Global Wealth Management
New Jersey
$246K +$192K +554 New
143 144
145
146 147