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Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
3551
Heritage Oak Wealth Advisors
Florida
$4.44M +$3.93M +21,091 New
PFM
3552
Phillips Financial Management
Indiana
$4.44M +$217K +1,164 +6%
CCA
3553
Catalyst Capital Advisors
New York
$4.44M +$97.7K +524 +3%
WCM
3554
Winthrop Capital Management
Indiana
$4.44M +$25.9K +139 +0.7%
JWWM
3555
Johnson & White Wealth Management
Pennsylvania
$4.43M +$218K +1,170 +6%
CH
3556
Canton Hathaway
Rhode Island
$4.43M -$1.15M -6,149 -23%
MGAM
3557
McGowan Group Asset Management
Texas
$4.43M -$23.9K -128 -0.6%
DAC
3558
Dividend Assets Capital
South Carolina
$4.42M – – –
I
3559
IMPACTfolio
Colorado
$4.42M -$932 -5 -0%
HWM
3560
HRC Wealth Management
Idaho
$4.41M -$27.4K -147 -0.7%
BFA
3561
Brown Financial Advisors
Ohio
$4.41M +$3.9M +20,915 New
MMHP
3562
Murphy Middleton Hinkle & Parker
Georgia
$4.4M -$28.9K -155 -0.7%
EWA
3563
ERTS Wealth Advisors
Michigan
$4.4M -$130K -699 -3%
UL
3564
Unionview LLC
Washington
$4.4M -$37.7K -202 -1%
GFG
3565
Goldstone Financial Group
Illinois
$4.39M +$464K +2,486 +14%
IWN
3566
Independent Wealth Network
Iowa
$4.39M +$31.7K +170 +0.8%
ACA
3567
Aspire Capital Advisors
Washington
$4.39M -$8.95K -48 -0.2%
MLA
3568
MB, Levis & Associates
Pennsylvania
$4.38M -$13.1K -70 -0.3%
WF
3569
Whelan Financial
California
$4.38M -$25.2K -135 -0.6%
LGW
3570
Leslie Global Wealth
Illinois
$4.38M +$3.88M +20,788 New
T
3571
TNF
Montana
$4.38M -$23.7K -127 -0.6%
WP
3572
Wealthspan Partners
Iowa
$4.37M -$24.2K -130 -0.6%
BMM
3573
Berkshire Money Management
Massachusetts
$4.37M -$1.1M -5,904 -22%
KA
3574
Kearns & Associates
California
$4.37M – – –
PHIMC
3575
Private Harbour Investment Management & Counsel
Ohio
$4.36M -$18.5K -99 -0.5%
141 142
143
144 145