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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2526
Pure Financial Advisors
California
$243K -$24.1K -504 -8%
WA
2527
Waverly Advisors
Alabama
$243K -$17.9K -374 -6%
HWMG
2528
Hurlow Wealth Management Group
Indiana
$243K – – –
BFAG
2529
Blackston Financial Advisory Group
Florida
$241K +$43.9K +917 +20%
AFT
2530
Alpha Family Trust
California
$241K +$271K +5,660 New
SG
2531
Stonnington Group
California
$240K -$110K -2,298 -29%
LWP
2532
Laurel Wealth Planning
Minnesota
$240K -$101K -2,100 -27%
BSSFA
2533
Baron Silver Stevens Financial Advisors
Florida
$240K -$5.5K -115 -2%
GAM
2534
Gemmer Asset Management
California
$240K +$766 +16 +0.3%
SFG
2535
Sovereign Financial Group
Connecticut
$240K +$7.56K +158 +3%
CWMGP
2536
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239K -$26.1K -545 -9%
AWP
2537
Abacus Wealth Partners
California
$239K – – –
AGA
2538
Arkos Global Advisors
Texas
$238K +$41.1K +859 +18%
AFPL
2539
Advus Financial Partners, LLC
Florida
$238K -$47.3K -989 -15%
GI
2540
Gradient Investments
Minnesota
$237K -$49.6K -1,036 -16%
MAM
2541
McLean Asset Management
Virginia
$237K -$2.78K -58 -1%
FCT
2542
First Community Trust
Iowa
$237K – – –
LD
2543
Lipe & Dalton
New York
$237K +$23.9K +500 +10%
TRIA
2544
Trail Ridge Investment Advisors
Colorado
$237K +$73.3K +1,531 +38%
HWM
2545
Hemington Wealth Management
Virginia
$236K -$4.74K -99 -2%
SJL
2546
Shayne & Jacobs LLC
Tennessee
$235K – – –
BWP
2547
BSW Wealth Partners
Colorado
$234K +$33.6K +702 +15%
KWM
2548
Kaydan Wealth Management
Michigan
$233K +$144 +3 +0.1%
UL
2549
Unionview LLC
Washington
$233K -$11K -230 -4%
FIM
2550
Fernwood Investment Management
Massachusetts
$233K – – –
100 101
102
103 104