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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1551
tru Independence
Oregon
$141K -$207K -1,755 -64%
CHA
1552
Carmichael Hill & Associates
Maryland
$138K +$11K +93 +11%
KFS
1553
Kelly Financial Services
Massachusetts
$137K +$13.8K +117 +14%
MLFP
1554
MPS Loria Financial Planners
Illinois
$136K +$6.38K +54 +6%
OIA
1555
Optimum Investment Advisors
Illinois
$135K -$7.08K -60 -6%
KC
1556
Kepos Capital
New York
$131K +$108K +918 New
PFWA
1557
Paces Ferry Wealth Advisors
Georgia
$130K +$107K +909 New
MAWCM
1558
Mine & Arao Wealth Creation & Management
California
$129K – – –
SFA
1559
Semmax Financial Advisors
North Carolina
$129K – – –
PAI
1560
Pittenger & Anderson Inc
Nebraska
$129K +$8.86K +75 +9%
AW
1561
Avion Wealth
Texas
$129K +$17.7K +150 +20%
SDWIA
1562
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$129K +$106K +900 New
LF
1563
Lee Financial
Texas
$127K +$10.6K +90 +11%
TCM
1564
Tradewinds Capital Management
Washington
$127K +$60.2K +510 +136%
HWM
1565
HighMark Wealth Management
Minnesota
$126K +$1.42K +12 +1%
SAM
1566
S.A. Mason
Michigan
$122K +$101K +855 New
ME
1567
McIlrath & Eck
Washington
$121K +$37.5K +318 +61%
GFPC
1568
Global Financial Private Client
Florida
$117K +$3.54K +30 +4%
WT
1569
Washington Trust
Rhode Island
$114K +$44.6K +378 +90%
SNT
1570
Security National Trust
West Virginia
$113K +$5.31K +45 +6%
HR
1571
Howe & Rusling
New York
$109K +$89.6K +759 New
BAM
1572
Barrett Asset Management
New York
$107K – – –
1IA
1573
1834 Investment Advisors
Wisconsin
$103K +$17.7K +150 +26%
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$103K +$75.8K +642 +856%
HWA
1575
Heritage Wealth Advisors
Virginia
$99.1K -$29.8K -252 -27%
61 62
63
64 65