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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2401
Mystic Asset Management
Rhode Island
$309K +$29K +670 +11%
ICP
2402
Interchange Capital Partners
Pennsylvania
$308K +$65.5K +1,513 +27%
JWS
2403
Juncture Wealth Strategies
Arizona
$308K -$114K -2,644 -27%
NPFS
2404
Novak & Powell Financial Services
Florida
$308K +$9.83K +227 +3%
BFC
2405
Bedel Financial Consulting
Indiana
$308K +$216 +5 +0.1%
EIP
2406
Ellis Investment Partners
Pennsylvania
$307K -$822 -19 -0.3%
SPWM
2407
Schrum Private Wealth Management
Florida
$307K -$8.36K -193 -3%
FAG
2408
Fortitude Advisory Group
Washington
$306K -$12.4K -286 -4%
RW
2409
Rede Wealth
Virginia
$306K -$452K -10,438 -60%
EBA
2410
Eagle Bay Advisors
New York
$306K -$27.9K -644 -8%
CWA
2411
Crux Wealth Advisors
California
$305K -$3.85K -89 -1%
HIM
2412
Hanlon Investment Management
New Jersey
$305K +$301K +6,942 New
MWM
2413
Maridea Wealth Management
New York
$305K +$54.1K +1,249 +20%
AC
2414
Addison Capital
Pennsylvania
$305K -$736 -17 -0.2%
MWA
2415
Meridian Wealth Advisors
Texas
$305K -$11.6K -268 -4%
AWM
2416
Accel Wealth Management
Iowa
$304K -$44.5K -1,027 -13%
PFA
2417
Portland Financial Advisors
New York
$304K +$6.93K +160 +2%
AL
2418
Aspiriant LLC
California
$304K -$43.6K -1,007 -13%
WCMN
2419
Westchester Capital Management (Nebraska)
Nebraska
$304K – – –
PI
2420
Pettee Investors
Connecticut
$304K – – –
GWM
2421
Gitterman Wealth Management
New Jersey
$303K -$208K -4,798 -41%
MCM
2422
MontVue Capital Management
Virginia
$302K – – –
PAA
2423
Peregrine Asset Advisers
Oregon
$301K -$16.5K -381 -5%
KWA
2424
Kondo Wealth Advisors
California
$300K +$2.68K +62 +0.9%
NRI
2425
NFP Retirement Inc
California
$300K -$48.4K -1,119 -14%
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