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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1401
Beaumont Financial Advisors
Massachusetts
$231K +$215K +2,996 New
P
1402
&Partners
Tennessee
$230K +$215K +2,990 New
APW
1403
Austin Private Wealth
Texas
$229K +$32.2K +448 +18%
MSWM
1404
McGlone Suttner Wealth Management
Wisconsin
$229K +$38.5K +536 +22%
CFS
1405
CRA Financial Services
New Jersey
$228K -$63.9K -890 -23%
MS
1406
Mizuho Securities
Japan
$228K -$688K -9,580 -76%
MIM
1407
Merrion Investment Management
New Jersey
$227K +$212K +2,950 New
HFP
1408
Holistic Financial Partners
Indiana
$227K +$212K +2,947 New
FC
1409
Fusion Capital
South Carolina
$226K +$211K +2,936 New
SCM
1410
SOL Capital Management
Maryland
$226K +$211K +2,934 New
ADL
1411
Asset Dedication LLC
California
$225K +$6.6K +92 +3%
BWM
1412
BCGM Wealth Management
Indiana
$225K +$210K +2,919 New
TPWA
1413
TRUE Private Wealth Advisors
Oregon
$224K +$208K +2,903 New
FWM
1414
FFT Wealth Management
Pennsylvania
$223K +$208K +2,902 New
UAS
1415
United Asset Strategies
New York
$223K +$208K +2,901 New
PPWM
1416
Perissos Private Wealth Management
Oklahoma
$223K +$208K +2,900 New
SIC
1417
Sterling Investment Counsel
New York
$223K +$208K +2,900 New
NAM
1418
NTV Asset Management
West Virginia
$223K -$43.6K -608 -17%
ACI
1419
Alpha Cubed Investments
California
$222K +$207K +2,886 New
PGF
1420
Plan Group Financial
Oklahoma
$222K +$207K +2,880 New
CA
1421
Crewe Advisors
Utah
$219K +$204K +2,845 New
SC
1422
Syon Capital
California
$219K +$204K +2,839 New
JSC
1423
Jackson Square Capital
California
$217K +$202K +2,817 New
GFA
1424
Gallagher Fiduciary Advisors
Illinois
$217K +$202K +2,814 New
B
1425
Bellecapital
Switzerland
$216K +$201K +2,800 New
55 56
57
58 59