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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1301
Fi3 Financial Advisors
Indiana
$223K +$3.78K +6 +2%
CTA
1302
Chesley Taft & Associates
Illinois
$223K +$7.56K +12 +4%
DWP
1303
Daymark Wealth Partners
Ohio
$223K +$209K +331 New
SC
1304
Steph & Co
Wisconsin
$222K -$217K -344 -51%
AA
1305
Ancora Advisors
Ohio
$222K +$6.3K +10 +3%
KF
1306
Ketron Financial
California
$222K +$207K +329 New
KA
1307
Klingman & Associates
New York
$220K +$206K +327 New
TW
1308
Traveka Wealth
California
$220K +$630 +1 +0.3%
S
1309
Sunpointe
Missouri
$220K +$24.6K +39 +14%
PWM
1310
Prosperity Wealth Management
California
$219K -$1.39M -2,210 -87%
CWS
1311
Cypress Wealth Services
California
$219K -$630 -1 -0.3%
QFW
1312
QTR Family Wealth
Florida
$218K -$37.2K -59 -11%
UCB
1313
United Community Bank
South Carolina
$218K -$135K -215 -40%
ICP
1314
Impact Capital Partners
Colorado
$218K +$204K +324 New
KHCM
1315
Kirtland Hills Capital Management
Ohio
$218K +$5.67K +9 +3%
FLP
1316
Financial Life Planners
Arizona
$217K +$20.2K +32 +11%
CA
1317
Calton & Associates
Florida
$217K +$10.1K +16 +5%
AIM
1318
Advyzon Investment Management
Illinois
$216K +$202K +321 New
GPW
1319
Genesis Private Wealth
Virginia
$216K +$202K +321 New
CPA
1320
Cardiff Park Advisors
California
$216K -$27.7K -44 -12%
EHC
1321
Everett Harris & Co
California
$216K – – –
BB
1322
Busey Bank
Illinois
$214K +$17K +27 +9%
4WM
1323
44 Wealth Management
Oregon
$213K – – –
WCFA
1324
Walkner Condon Financial Advisors
Wisconsin
$210K +$3.15K +5 +2%
BFA
1325
Beaumont Financial Advisors
Massachusetts
$209K -$84.4K -134 -30%
51 52
53
54 55