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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
4801
Joule Financial
Kentucky
$2.39M +$50.3K +176 +2%
TBWA
4802
Three Bridge Wealth Advisors
California
$2.38M -$32.9K -115 -1%
FPN
4803
Financial Planning Navigators
Minnesota
$2.38M +$247K +865 +12%
RFG
4804
Range Financial Group
Oregon
$2.38M -$60.9K -213 -3%
RS
4805
R Squared
Hong Kong
$2.37M -$3.04M -10,617 -56%
TCM
4806
Tran Capital Management
California
$2.37M -$143K -500 -6%
HIGP
4807
Hill Investment Group Partners
Missouri
$2.37M +$506K +1,769 +28%
SHWM
4808
Smith & Howard Wealth Management
Georgia
$2.37M -$273K -956 -10%
UWS
4809
Unique Wealth Strategies
Illinois
$2.37M -$572 -2 -0%
CMP
4810
Courage Miller Partners
Virginia
$2.37M +$572 +2 +0%
EBSAM
4811
Eubel Brady & Suttman Asset Management
Ohio
$2.36M +$26.3K +92 +1%
AFIA
4812
America First Investment Advisors
Nebraska
$2.36M -$42K -147 -2%
TFS
4813
Targeted Financial Services
Florida
$2.36M – – –
BCI
4814
Blue Capital Inc
Nebraska
$2.35M -$22.6K -79 -1%
SA
4815
Stewardship Advisors
Pennsylvania
$2.35M +$26K +91 +1%
E
4816
Entelevest
Florida
$2.35M -$42K -147 -2%
CDWM
4817
Campbell Deegan Wealth Management
Virginia
$2.35M -$116K -407 -5%
FPW
4818
Flywheel Private Wealth
California
$2.34M – – –
RCM
4819
Ridgepath Capital Management
Tennessee
$2.34M +$337K +1,178 +17%
RFN
4820
Redwood Financial Network
Ohio
$2.34M -$34.3K -120 -1%
LFPWM
4821
Leicht Financial Planning & Wealth Management
New Jersey
$2.33M – – –
SRM
4822
Shelter Rock Management
New York
$2.33M +$30.6K +107 +1%
CAM
4823
Capital Asset Management
Colorado
$2.33M -$1.04M -3,652 -31%
DM
4824
Delphi Management
Massachusetts
$2.33M -$6.29K -22 -0.3%
FDDB
4825
Fidelity D&D Bancorp
Pennsylvania
$2.33M +$210K +735 +10%
191 192
193
194 195