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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1876
LifeSteps Financial
California
$313K -$5.49K -29 -1%
CT
1877
Caldwell Trust
Florida
$312K +$46.2K +244 +11%
PFS
1878
Physicians Financial Services
North Carolina
$312K +$3.79K +20 +0.8%
KC
1879
Kepos Capital
New York
$312K +$257K +1,355 +115%
AB
1880
Atlas Brown
Kentucky
$312K -$11K -58 -2%
NEWAS
1881
N.E.W. Advisory Services
Wisconsin
$311K +$127K +671 +36%
AWM
1882
Absher Wealth Management
North Carolina
$311K -$62.5K -330 -12%
SACTSONJ
1883
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$310K – – –
ITIM
1884
Indiana Trust & Investment Management
Indiana
$310K +$25.9K +137 +6%
EPA
1885
Element Pointe Advisors
Florida
$310K -$6.25K -33 -1%
SWM
1886
Sugarloaf Wealth Management
Georgia
$309K -$125K -661 -21%
NC
1887
NovaPoint Capital
Georgia
$308K +$66.5K +351 +16%
BFA
1888
Beaumont Financial Advisors
Massachusetts
$308K -$1.33M -7,000 -74%
GDP
1889
Great Diamond Partners
Maine
$308K +$65.3K +345 +16%
EWM
1890
Edge Wealth Management
New York
$308K -$277K -1,462 -37%
LCC
1891
Lincoln Capital Corp
Rhode Island
$307K -$252K -1,333 -35%
MIA
1892
MainStreet Investment Advisors
Illinois
$306K -$25K -132 -5%
QPW
1893
Quantum Private Wealth
Florida
$305K +$196K +1,036 +72%
DBT
1894
Dubuque Bank & Trust
Iowa
$305K +$2.84K +15 +0.6%
FMII
1895
Farmers & Merchants Investments Inc
Nebraska
$305K +$15.3K +81 +3%
NL
1896
Navalign LLC
California
$305K +$55.7K +294 +13%
ATWA
1897
Arbor Trust Wealth Advisors
Michigan
$304K +$14.2K +75 +3%
CA
1898
Calton & Associates
Florida
$304K -$254K -1,341 -35%
TWD
1899
True Wealth Design
Ohio
$304K +$467K +2,465 New
MCM
1900
Morton Capital Management
California
$303K +$43.9K +232 +10%
74 75
76
77 78