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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3151
AIMZ Investment Advisors
California
$227K +$221K +1,094 New
WWMSC
3152
Wagner Wealth Management (South Carolina)
South Carolina
$226K +$32.3K +160 +17%
FAN
3153
Financial Advisors Network
California
$226K +$220K +1,089 New
SKK
3154
Shepherd Kaplan Krochuk
Massachusetts
$225K -$242K -1,198 -53%
MWP
3155
Meridian Wealth Partners
Pennsylvania
$225K +$218K +1,083 New
KCFA
3156
Key Client Fiduciary Advisors
New Jersey
$225K +$218K +1,083 New
MIM
3157
Marco Investment Management
Georgia
$224K -$115K -568 -34%
WCAMG
3158
Woodard & Company Asset Management Group
North Carolina
$224K -$35.3K -175 -14%
CWA
3159
CJM Wealth Advisers
Virginia
$223K +$217K +1,074 New
MC
3160
Machina Capital
France
$223K +$216K +1,072 New
OCM
3161
Orser Capital Management
Texas
$223K +$216K +1,072 New
NCM
3162
Neumann Capital Management
California
$222K +$216K +1,070 New
WPWM
3163
Western Pacific Wealth Management
Illinois
$221K +$98.4K +488 +85%
SBF
3164
Sara-Bay Financial
Florida
$220K +$213K +1,058 New
TCB
3165
Texas Capital Bancshares
Texas
$219K +$213K +1,056 New
TFA
3166
Triad Financial Advisors
North Carolina
$219K +$213K +1,056 New
PAG
3167
Powers Advisory Group
Illinois
$219K +$213K +1,056 New
CMI
3168
Clare Market Investments
Texas
$219K +$213K +1,055 New
SRG
3169
SBB Research Group
Illinois
$218K +$212K +1,051 New
RIP
3170
RAM Investment Partners
Washington
$217K +$211K +1,046 New
FNBTCON
3171
First National Bank & Trust Co of Newtown
Pennsylvania
$217K +$211K +1,046 New
DWA
3172
Delap Wealth Advisory
Oregon
$216K +$210K +1,042 New
WSWA
3173
Warren Street Wealth Advisors
California
$216K +$210K +1,040 New
AIP
3174
Ahrens Investment Partners
Louisiana
$216K +$209K +1,038 New
CA
3175
CapWealth Advisors
Tennessee
$215K +$209K +1,036 New
125 126
127
128 129