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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2701
Old Point Trust & Financial Services N A
Virginia
$846K +$384K +1,556 +92%
KCM
2702
KRS Capital Management
Michigan
$844K +$246 +1 +0%
IWA
2703
Inspirion Wealth Advisors
Illinois
$844K – – –
EVM
2704
Evelyn V. Moreno
$844K – – –
LF
2705
Lee Financial
Texas
$843K +$362K +1,468 +83%
GIM
2706
Guardian Investment Management
California
$843K -$579K -2,350 -10%
JWM
2707
JGP Wealth Management
Oregon
$843K +$16K +65 +2%
DF
2708
Dunhill Financial
United Kingdom
$843K -$235K -953 -23%
CS
2709
Cannell & Spears
New York
$842K -$18.5K -75 -2%
BWG
2710
Berry Wealth Group
Texas
$842K +$797K +3,234 New
NEWAS
2711
N.E.W. Advisory Services
Wisconsin
$841K -$5.42K -22 -0.7%
CWP
2712
Core Wealth Partners
California
$840K +$246 +1 +0%
FCG
2713
Fielder Capital Group
Tennessee
$839K +$795K +3,224 New
EFA
2714
Evernest Financial Advisors
Indiana
$839K +$794K +3,221 New
FTB
2715
First Trust Bank
Bahamas
$838K +$793K +3,218 New
DCM
2716
Dimension Capital Management
Florida
$836K +$444K +1,800 +127%
MJP
2717
Michael J. Puzo
$836K -$90K -365 -10%
PG
2718
Prostatis Group
Maryland
$835K +$37.7K +153 +5%
HFM
2719
Hartford Funds Management
Pennsylvania
$835K +$226K +916 +40%
BHPW
2720
Beverly Hills Private Wealth
California
$834K +$389K +1,578 +97%
EFI
2721
EHP Funds Inc
Canada
$833K -$764K -3,100 -49%
KA
2722
Kearns & Associates
California
$833K – – –
SIAG
2723
Safeguard Investment Advisory Group
California
$832K +$48.8K +198 +7%
APC
2724
Aspire Private Capital
North Carolina
$830K +$32.3K +131 +4%
PWP
2725
Phillips Wealth Planners
Mississippi
$829K -$37K -150 -5%
107 108
109
110 111