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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
2126
Evelyn Partners Investment Management
$225K +$84.5K +904 +65%
SA
2127
SRH Advisors
Kansas
$225K – – –
SI
2128
Seeds Investor
New York
$224K -$3.18K -34 -1%
KFC
2129
Klingenstein Fields & Co
New York
$224K – – –
LI
2130
LifeWealth Investments
Florida
$224K +$214K +2,284 New
MAM
2131
Mainsail Asset Management
Alabama
$223K +$213K +2,280 New
TFG
2132
Taylor Financial Group
Virginia
$223K – – –
TNA
2133
True North Advisors
Texas
$223K +$213K +2,275 New
CWMK
2134
Caliber Wealth Management (Kansas)
Kansas
$223K -$217K -2,319 -50%
CCIA
2135
Cherry Creek Investment Advisors
Colorado
$222K – – –
FA
2136
FDx Advisors
Illinois
$222K +$8.79K +94 +4%
LA
2137
LM Advisors
California
$222K +$212K +2,265 New
CMBA
2138
C.M. Bidwell & Associates
Hawaii
$222K – – –
SPI
2139
Sutton Place Investors
New York
$222K +$1.96K +21 +0.9%
SIAP
2140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K – – –
WDC
2141
Woodward Diversified Capital
California
$221K -$842 -9 -0.4%
AA
2142
Apriem Advisors
California
$221K +$211K +2,257 New
PCMN
2143
Paradigm Capital Management (Nevada)
Nevada
$221K +$4.21K +45 +2%
DW30
2144
Drucker Wealth 3.0
New Jersey
$220K +$210K +2,242 New
RDFA
2145
Ritter Daniher Financial Advisory
Ohio
$219K – – –
JIC
2146
Johnson Investment Counsel
Ohio
$219K +$209K +2,238 New
HNB
2147
Hilltop National Bank
Wyoming
$219K +$113K +1,212 +118%
SAM
2148
Sherman Asset Management
California
$219K – – –
CFFP
2149
Center for Financial Planning
Michigan
$218K -$22.7K -243 -10%
CPIA
2150
Cornell Pochily Investment Advisors
New York
$218K +$209K +2,230 New
84 85
86
87 88