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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3051
Martin Investment Management
Florida
$336K – – –
EWS
3052
Evergreen Wealth Solutions
Pennsylvania
$335K -$5.95K -26 -2%
GWM
3053
Greenwich Wealth Management
Connecticut
$335K – – –
MAC
3054
Mason & Associates (California)
California
$334K – – –
HCPC
3055
Hamilton Capital Partners (Canada)
$332K – – –
LJHT
3056
Laurie J. Hall Trustee
$331K +$7.09K +31 +2%
III
3057
Independent Investors Inc
New York
$330K – – –
FZCM
3058
Flynn Zito Capital Management
New York
$329K +$27.7K +121 +10%
TFF
3059
The Family Firm
Maryland
$328K +$687 +3 +0.2%
CWM
3060
C2C Wealth Management
Arizona
$327K -$11.4K -50 -4%
BWA
3061
Beam Wealth Advisors
Louisiana
$327K -$24K -105 -7%
FC
3062
Fusion Capital
South Carolina
$327K -$458 -2 -0.1%
IPW
3063
Invictus Private Wealth
Colorado
$326K -$36.4K -159 -10%
MWP
3064
Meridian Wealth Partners
Pennsylvania
$324K +$20.4K +89 +7%
EB
3065
Exchange Bank
California
$324K +$313K +1,366 New
EL
3066
EWA LLC
Pennsylvania
$324K +$687 +3 +0.2%
NIC
3067
Northwest Investment Counselors
Oregon
$324K -$22.9K -100 -7%
KIA
3068
KLR Investment Advisors
Rhode Island
$323K +$2.29K +10 +0.7%
OPOWM
3069
One Plus One Wealth Management
Florida
$323K -$5.49K -24 -2%
SFCL
3070
Strengthening Families & Communities LLC
Massachusetts
$323K +$311K +1,359 New
SC
3071
Saturna Capital
Washington
$322K +$45.8K +200 +17%
LL
3072
LWMG LLC
Minnesota
$321K -$687 -3 -0.2%
OCM
3073
Orser Capital Management
Texas
$321K +$64.1K +280 +26%
PBO
3074
Peoples Bank (Ohio)
Ohio
$321K – – –
SIC
3075
Sigma Investment Counselors
Michigan
$321K – – –
121 122
123
124 125