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Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
4001
Legacy Wealth Partners (Colorado)
Colorado
$214K +$202K +508 New
TF
4002
Tudor Financial
Ohio
$213K +$202K +507 New
HWM
4003
HFR Wealth Management
New York
$213K +$201K +506 New
RRWA
4004
Rainey & Randall Wealth Advisors
Florida
$213K -$210K -529 -51%
SS
4005
Sound Stewardship
Kansas
$213K -$16.7K -42 -8%
PP
4006
PFS Partners
New Jersey
$212K -$34.2K -86 -15%
SIMG
4007
Stephens Investment Management Group
Texas
$212K +$201K +505 New
RAS
4008
RPS Advisory Solutions
Kentucky
$212K -$64.8K -163 -24%
JIR
4009
James Investment Research
Ohio
$212K +$200K +503 New
FCFC
4010
First Citizens Financial Corp
Iowa
$211K +$200K +502 New
SA
4011
Sincerus Advisory
New York
$211K +$200K +502 New
SPW
4012
Stillwater Private Wealth
Pennsylvania
$211K -$5.17K -13 -2%
RWRC
4013
R.W. Roge & Company
New York
$211K +$200K +502 New
SJGA
4014
Stephen J. Garry & Associates
New York
$211K +$199K +501 New
SPM
4015
Symmetry Peak Management
Pennsylvania
$210K -$199K -500 -50%
SMBT
4016
Southern Michigan Bank & Trust
Michigan
$210K +$27.8K +70 +16%
BNMT
4017
Bawa N Mallick Trust
New York
$210K +$199K +500 New
BPMC
4018
Buckland Partners Management Co
New York
$210K +$199K +500 New
MLL
4019
Moody Lynn & Lieberson
Massachusetts
$210K +$199K +500 New
RWP
4020
Ridgeline Wealth Planning
Ohio
$210K +$199K +500 New
WH
4021
Whitcomb & Hess
Ohio
$210K -$23.1K -58 -10%
CAM
4022
Carret Asset Management
New York
$209K +$198K +497 New
SFB
4023
STAR Financial Bank
Indiana
$209K +$198K +497 New
CA
4024
Centerpoint Advisors
Massachusetts
$209K – – –
PIA
4025
Polaris Investment Advisors
Massachusetts
$209K +$197K +496 New
159 160
161
162 163