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Name Holding Trade Value Shares
Change 		Change in
Stake
OAP
5551
One Advisory Partners
Kansas
$317K -$2.83K -12 -0.9%
SFA
5552
Salus Financial Advisors
Colorado
$316K +$297K +1,261 New
FWP
5553
Family Wealth Partners
North Carolina
$315K -$471K -2,000 -61%
CFGF
5554
Compass Financial Group (Florida)
Florida
$313K – – –
PFM
5555
Potomac Fund Management
Florida
$312K +$294K +1,247 New
MAG
5556
Members Advisory Group
New York
$311K +$236 +1 +0.1%
AF
5557
Amara Financial
California
$310K +$236 +1 +0.1%
IMA
5558
Investment Management Associates
Colorado
$309K -$10.8K -46 -4%
CSIA
5559
Carl Stuart Investment Advisor
Texas
$304K +$236 +1 +0.1%
RMSCM
5560
R.M. Sincerbeaux Capital Management
New York
$304K -$47.1K -200 -14%
AA
5561
AlphaQ Advisors
Florida
$303K – – –
FOFP
5562
Fee-Only Financial Planning
South Carolina
$301K – – –
SWA
5563
Safir Wealth Advisors
New Hampshire
$301K – – –
AAG
5564
Accordant Advisory Group
Maryland
$296K -$47.1K -200 -14%
TIM
5565
Thor Investment Management
Ohio
$296K -$6.6K -28 -2%
SL
5566
Savior LLC
Massachusetts
$295K – – –
VFO
5567
Virtus Family Office
Texas
$293K -$219K -931 -44%
CIM
5568
Cambria Investment Management
California
$292K +$275K +1,166 New
MWA
5569
Mills Wealth Advisors
Texas
$292K +$25K +106 +10%
SF
5570
Schaeffer Financial
Maryland
$290K – – –
SIM
5571
Sims Investment Management
Ohio
$289K +$272K +1,155 New
MHB
5572
Midwest Heritage Bank
Iowa
$289K -$1.18K -5 -0.4%
ES
5573
ETF Store
Kansas
$289K -$169K -716 -38%
TCM
5574
Towneley Capital Management
California
$289K +$272K +1,153 New
HA
5575
Hanover Advisors
South Carolina
$287K – – –
221 222
223
224 225