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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1901
Heritage Financial Services
Massachusetts
$313K -$428 -2 -0.2%
AFM
1902
Armstrong Fleming & Moore
District of Columbia
$313K – – –
CTA
1903
Chesley Taft & Associates
Illinois
$313K +$257K +1,200 New
PWP
1904
Perfromance Wealth Partners
Illinois
$313K +$257K +1,200 New
EP
1905
Eudaimonia Partners
Tennessee
$313K -$108K -504 -30%
LEA
1906
Legacy Edge Advisors
New York
$313K +$256K +1,199 New
CA
1907
Continuum Advisory
Idaho
$312K -$26.7K -125 -9%
WC
1908
Waterloo Capital
Texas
$312K +$256K +1,196 New
BHWM
1909
Bar Harbor Wealth Management
New Hampshire
$311K -$5.99K -28 -2%
OC
1910
Oarsman Capital
Wisconsin
$311K +$255K +1,192 New
TFIPS
1911
Towarzystwo Funduszy Inwestycyjnych PZU SA
$310K +$255K +1,190 New
FNBTCON
1912
First National Bank & Trust Co of Newtown
Pennsylvania
$310K -$10.7K -50 -4%
CWM
1913
Compass Wealth Management
Connecticut
$309K -$6.42K -30 -2%
IPW
1914
Invictus Private Wealth
Colorado
$309K -$6.2K -29 -2%
HIS
1915
Horizon Investment Services
Indiana
$308K – – –
CBFP
1916
Cedar Brook Financial Partners
Ohio
$307K -$642 -3 -0.2%
PCP
1917
Proficio Capital Partners
Massachusetts
$307K +$4.71K +22 +2%
AWC
1918
Abundance Wealth Counselors
Pennsylvania
$306K -$32.1K -150 -11%
TWM
1919
Tolleson Wealth Management
Texas
$306K +$21.4K +100 +9%
EA
1920
Everpar Advisors
Oklahoma
$306K +$251K +1,173 New
MPCA
1921
Madison Park Capital Advisors
Washington
$305K +$250K +1,169 New
WA
1922
Wambolt & Associates
Colorado
$304K -$7.49K -35 -3%
HWA
1923
HHM Wealth Advisors
Tennessee
$304K -$26.3K -123 -10%
RWP
1924
Revolve Wealth Partners
New Jersey
$304K -$52.8K -247 -18%
MA
1925
MJP Associates
Connecticut
$303K +$3.85K +18 +2%
75 76
77
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