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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
4151
Joule Financial
Kentucky
$392K +$13.2K +84 +3%
WFS
4152
Walker Financial Services
Kentucky
$387K +$7.38K +47 +2%
TA
4153
TCM Advisors
West Virginia
$380K – – –
BCMIO
4154
Beacon Capital Management Inc (Ohio)
Ohio
$377K -$30K -191 -7%
CG
4155
Cutler Group
California
$376K -$534K -3,401 -56%
KFP
4156
KB Financial Partners
New Jersey
$376K +$145K +927 +52%
HCWM
4157
Harrison & Co Wealth Management
Virginia
$374K -$27K -172 -6%
GIA
4158
Goodwin Investment Advisory
Georgia
$374K -$19.3K -123 -4%
ECG
4159
EPIQ Capital Group
California
$374K -$6.43K -41 -1%
PPW
4160
PACK Private Wealth
Minnesota
$374K -$2.67K -17 -0.6%
ITFISA
4161
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$373K +$110K +700 +35%
FPCG
4162
Forum Private Client Group
Indiana
$371K +$17K +108 +4%
LTL
4163
Lowery Thomas LLC
California
$370K +$471 +3 +0.1%
LWIC
4164
Leith Wheeler Investment Counsel
British Columbia, Canada
$369K -$3.92K -25 -0.9%
SWM
4165
SigFig Wealth Management
California
$366K – – –
CJFS
4166
Coulter & Justus Financial Services
Tennessee
$366K +$314 +2 +0.1%
WIC
4167
Wilkins Investment Counsel
Massachusetts
$365K -$6.75K -43 -2%
TLFA
4168
True Link Financial Advisors
California
$364K +$414K +2,637 New
G
4169
Gainplan
Michigan
$359K -$107K -684 -21%
DB
4170
Dravo Bay
Delaware
$356K – – –
HAFS
4171
Hapanowicz & Associates Financial Services
Pennsylvania
$352K +$48.8K +311 +14%
AFC
4172
Adaptive Financial Consulting
Ohio
$351K – – –
PWS
4173
Peloton Wealth Strategists
Indiana
$351K – – –
SAM
4174
Simplify Asset Management
Nevada
$351K +$11.6K +74 +3%
IHWM
4175
Iron Horse Wealth Management
Iowa
$350K -$161K -1,027 -29%
165 166
167
168 169