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Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
2076
Barbara Oil Co
Illinois
$1.6M – – –
BA
2077
Bellwether Advisors
Nebraska
$1.6M +$1.67M +6,941 New
APM
2078
Advanced Portfolio Management
New York
$1.59M +$211K +877 +15%
SIA
2079
Schear Investment Advisers
Ohio
$1.58M -$55.8K -232 -3%
FWA
2080
FOCUS Wealth Advisors
Texas
$1.58M +$46.9K +195 +3%
AWG
2081
Altus Wealth Group
Colorado
$1.57M -$29.1K -121 -2%
LJAC
2082
L.J. Altfest & Co
New York
$1.57M +$80.8K +336 +5%
IFS
2083
Intelligent Financial Strategies
Minnesota
$1.57M +$240 +1 +0%
WWM
2084
WT Wealth Management
Arizona
$1.56M -$13.7K -57 -0.8%
EI
2085
Ellevest Inc
New York
$1.56M +$71.6K +298 +5%
SQA
2086
Simon Quick Advisors
New Jersey
$1.56M +$493K +2,053 +44%
AIM
2087
Aspen Investment Management
Michigan
$1.55M +$59.4K +247 +4%
CFA
2088
Camarda Financial Advisors
Florida
$1.55M +$121K +502 +8%
BLAM
2089
Bourne Lent Asset Management
New York
$1.55M -$192K -800 -11%
NGA
2090
Naples Global Advisors
Florida
$1.55M +$373K +1,550 +30%
HAG
2091
HF Advisory Group
Maryland
$1.55M +$200K +830 +14%
JIC
2092
Joel Isaacson & Co
New York
$1.55M -$46.9K -195 -3%
SHFA
2093
SC&H Financial Advisors
Maryland
$1.54M – – –
LWA
2094
Lineweaver Wealth Advisors
Ohio
$1.54M +$3.13K +13 +0.2%
PSB
2095
Piscataqua Savings Bank
New Hampshire
$1.54M -$35.6K -148 -2%
MFFIA
2096
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.53M – – –
9WM
2097
9258 Wealth Management
Ohio
$1.53M +$38.2K +159 +2%
NPA
2098
Nichols & Pratt Advisers
Massachusetts
$1.53M -$8.89K -37 -0.6%
CPIA
2099
Cornell Pochily Investment Advisors
New York
$1.53M +$59.6K +248 +4%
DA
2100
DCM Advisors
New York
$1.53M -$14.9K -62 -0.9%
82 83
84
85 86