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Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
3676
Vertex Planning Partners
Illinois
$368K +$433K +4,383 New
RRWA
3677
Rainey & Randall Wealth Advisors
Florida
$366K +$21.8K +221 +5%
IWA
3678
IVC Wealth Advisors
Pennsylvania
$365K +$32K +324 +8%
FFG
3679
Fortem Financial Group
California
$365K +$41K +415 +11%
SFP
3680
Sterling Financial Planning
New Jersey
$365K -$60.5K -612 -12%
SCP
3681
Silverleafe Capital Partners
Tennessee
$365K -$2.42M -24,488 -85%
TDC
3682
Thompson Davis & Co
Virginia
$364K -$286K -2,900 -40%
TFM
3683
TFC Financial Management
Massachusetts
$362K -$26.8K -271 -6%
POIA
3684
Pin Oak Investment Advisors
Texas
$362K +$19.8K +200 +5%
MWM
3685
MinichMacGregor Wealth Management
New York
$362K -$42.3K -428 -9%
GCAC
3686
Guardian Capital Advisors (Canada)
Ontario, Canada
$362K +$4.74K +48 +1%
KNW
3687
Kesler Norman & Wride
Utah
$361K -$39.2K -397 -8%
PIM
3688
Parker Investment Management
California
$361K -$2.55M -25,780 -86%
HIS
3689
Horizon Investment Services
Indiana
$359K +$22.2K +225 +6%
CCA
3690
Conservest Capital Advisors
Pennsylvania
$358K +$421K +4,257 New
NA
3691
Nottingham Advisors
New York
$356K +$53.3K +540 +15%
MAG
3692
Mayfair Advisory Group
Alabama
$356K -$64K -648 -14%
SA
3693
Shilanski & Associates
Alaska
$355K -$1.68M -16,987 -80%
BBA
3694
Braun-Bostich & Associates
Pennsylvania
$355K +$30.6K +310 +8%
SPIO
3695
Seven Post Investment Office
California
$354K – – –
SFA
3696
Seneca Financial Advisors
New York
$354K +$86.6K +877 +26%
HWA
3697
Heartwood Wealth Advisors
Virginia
$354K +$80.1K +811 +24%
PP
3698
PrairieView Partners
Minnesota
$353K +$21.3K +216 +5%
CA
3699
Crumly & Associates
Illinois
$352K -$781K -7,911 -65%
HFM
3700
Hartford Funds Management
Pennsylvania
$352K +$97.2K +984 +31%
146 147
148
149 150