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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
2701
Painted Porch Advisors
California
$101K +$99K +2,457 New
CB
2702
Chris Bulman
California
$98.5K +$96.2K +2,388 New
WCM
2703
Winthrop Capital Management
Indiana
$95K +$202 +5 +0.2%
QL
2704
Quarry LP
New York
$95K +$33.8K +838 +57%
UWS
2705
Unique Wealth Strategies
Illinois
$94.2K +$90.5K +2,246 New
GKIM
2706
GW&K Investment Management
Massachusetts
$94K +$16.8K +417 +22%
SOW
2707
State of Wyoming
Wyoming
$92.5K +$90.4K +2,242 New
FCT
2708
First Community Trust
Iowa
$89.9K -$20.2K -500 -19%
MSFP
2709
Mark Sheptoff Financial Planning
Connecticut
$89.8K -$169K -4,200 -66%
CC
2710
Cultivar Capital
Texas
$86.6K +$84.6K +2,100 New
LWA
2711
Lowe Wealth Advisors
Maryland
$85.7K -$16.8K -416 -17%
AT
2712
Avalon Trust
New Mexico
$84.5K – – –
SFFS
2713
Stonehage Fleming Financial Services
Jersey
$83.8K -$50.5K -1,252 -38%
TFF
2714
The Family Firm
Maryland
$83.2K +$81.3K +2,016 New
POIA
2715
Pin Oak Investment Advisors
Texas
$83K – – –
TFA
2716
Transamerica Financial Advisors
Florida
$83K – – –
BIA
2717
Bell Investment Advisors
California
$82.9K +$4.55K +113 +6%
PWMA
2718
Pension & Wealth Management Advisors
Massachusetts
$82.8K +$1.33K +33 +2%
AWM
2719
Ameliora Wealth Management
Switzerland
$82.5K – – –
KWAG
2720
Kiely Wealth Advisory Group
North Carolina
$81.9K +$2.98K +74 +4%
MLA
2721
MB, Levis & Associates
Pennsylvania
$77.5K +$282 +7 +0.4%
CCMW
2722
Cypress Capital Management (Wyoming)
Wyoming
$76.7K – – –
OCM
2723
Osterweis Capital Management
California
$76K – – –
CH
2724
Canton Hathaway
Rhode Island
$73K – – –
LFASL
2725
Lugano Financial Advisors SA (LFA)
Switzerland
$72.6K – – –
107 108
109
110 111