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Name Holding Trade Value Shares
Change 		Change in
Stake
KL
2526
KilterHowling LLC
Colorado
$209K – – –
PGWM
2527
Parisi Gray Wealth Management
New Jersey
$209K +$8.03K +14 +4%
TAM
2528
Tucker Asset Management
Colorado
$208K +$206K +359 +665%
RFP
2529
Root Financial Partners
California
$208K +$237K +413 New
KIA
2530
KLR Investment Advisors
Rhode Island
$208K -$3.44K -6 -1%
PCM
2531
Prelude Capital Management
New York
$207K -$4.61M -8,036 -95%
MS
2532
Mizuho Securities
Japan
$207K -$275K -480 -54%
WP
2533
WealthShield Partners
North Carolina
$207K -$60.2K -105 -20%
PK
2534
Pflug Koory
Nebraska
$206K +$19.5K +34 +9%
WAM
2535
Worth Asset Management
Texas
$205K +$233K +407 New
HFP
2536
Holistic Financial Partners
Indiana
$205K +$25.8K +45 +12%
D
2537
Diversified
Delaware
$205K +$233K +406 New
BSG
2538
Black Swift Group
Colorado
$204K – – –
MHIC
2539
Marble Harbor Investment Counsel
Massachusetts
$204K – – –
PFM
2540
Phillips Financial Management
Indiana
$204K +$1.15K +2 +0.5%
HIS
2541
Horizon Investment Services
Indiana
$203K -$2.48M -4,323 -91%
LD
2542
Lipe & Dalton
New York
$202K – – –
SFS
2543
Shaker Financial Services
Virginia
$202K – – –
XF
2544
XML Financial
Maryland
$202K +$14.3K +25 +7%
CA
2545
Cambridge Advisors
Nebraska
$202K +$229K +400 New
CFAM
2546
Center For Asset Management
Florida
$201K +$10.9K +19 +5%
SIS
2547
Sound Income Strategies
Florida
$197K +$93.4K +163 +72%
RA
2548
Rise Advisors
New York
$192K +$132K +230 +153%
HB
2549
Horizon Bancorp
Indiana
$191K +$56.2K +98 +35%
NCTC
2550
New Covenant Trust Company
Indiana
$190K +$216K +377 New
100 101
102
103 104