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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2526
Whalen Wealth Management
Nevada
$209K +$238K +415 New
KL
2527
KilterHowling LLC
Colorado
$209K – – –
PGWM
2528
Parisi Gray Wealth Management
New Jersey
$209K +$8.03K +14 +4%
TAM
2529
Tucker Asset Management
Colorado
$208K +$206K +359 +665%
RFP
2530
Root Financial Partners
California
$208K +$237K +413 New
KIA
2531
KLR Investment Advisors
Rhode Island
$208K -$3.44K -6 -1%
PCM
2532
Prelude Capital Management
New York
$207K -$4.61M -8,036 -95%
MS
2533
Mizuho Securities
Japan
$207K -$275K -480 -54%
WP
2534
WealthShield Partners
North Carolina
$207K -$60.2K -105 -20%
PK
2535
Pflug Koory
Nebraska
$206K +$19.5K +34 +9%
WAM
2536
Worth Asset Management
Texas
$205K +$233K +407 New
HFP
2537
Holistic Financial Partners
Indiana
$205K +$25.8K +45 +12%
D
2538
Diversified
Delaware
$205K +$233K +406 New
BSG
2539
Black Swift Group
Colorado
$204K – – –
MHIC
2540
Marble Harbor Investment Counsel
Massachusetts
$204K – – –
PFM
2541
Phillips Financial Management
Indiana
$204K +$1.15K +2 +0.5%
HIS
2542
Horizon Investment Services
Indiana
$203K -$2.48M -4,323 -91%
LD
2543
Lipe & Dalton
New York
$202K – – –
SFS
2544
Shaker Financial Services
Virginia
$202K – – –
XF
2545
XML Financial
Maryland
$202K +$14.3K +25 +7%
CA
2546
Cambridge Advisors
Nebraska
$202K +$229K +400 New
CFAM
2547
Center For Asset Management
Florida
$201K +$10.9K +19 +5%
SIS
2548
Sound Income Strategies
Florida
$197K +$93.4K +163 +72%
RA
2549
Rise Advisors
New York
$192K +$132K +230 +153%
HB
2550
Horizon Bancorp
Indiana
$191K +$56.2K +98 +35%
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102
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