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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2601
Cutler Group
California
$189K -$376K -8,480 -64%
PWC
2602
PYA Waltman Capital
Tennessee
$189K +$130K +2,932 +163%
PP
2603
PFS Partners
New Jersey
$179K -$1.06K -24 -0.5%
HGERS
2604
Householder Group Estate & Retirement Specialist
Arizona
$176K -$13.6K -306 -6%
SA
2605
SRH Advisors
Kansas
$176K – – –
SWM
2606
Sugarloaf Wealth Management
Georgia
$170K -$19.5K -439 -9%
CFD
2607
Creative Financial Designs
Indiana
$170K +$48.5K +1,094 +35%
SOS
2608
Silver Oak Securities
Tennessee
$169K +$139K +3,140 New
RBC
2609
Roble Belko & Company
Pennsylvania
$165K -$21.7K -488 -11%
MSFP
2610
Mark Sheptoff Financial Planning
Connecticut
$164K – – –
ARMC
2611
American Research & Management Company
Massachusetts
$163K – – –
OA
2612
Operose Advisors
Wisconsin
$160K -$15K -337 -8%
HS
2613
Horan Securities
United States
$152K -$13.1K -296 -7%
PP
2614
PrairieView Partners
Minnesota
$151K -$18.8K -424 -10%
AWM
2615
Atticus Wealth Management
Florida
$149K – – –
DWP
2616
Destiny Wealth Partners
Florida
$146K – – –
GWMI
2617
Guardian Wealth Management (Illinois)
Illinois
$145K -$13.6K -307 -8%
TFGT
2618
TS Financial Group (TSFG)
Illinois
$144K -$799 -18 -0.5%
HFS
2619
HBC Financial Services
Washington
$140K – – –
SFFS
2620
Stonehage Fleming Financial Services
Jersey
$140K – – –
TFM
2621
TFC Financial Management
Massachusetts
$138K +$20.4K +460 +15%
CA
2622
Centerpoint Advisors
Massachusetts
$137K -$7.1K -160 -4%
EI
2623
Ellevest Inc
New York
$137K +$48.3K +1,088 +46%
PI
2624
PEAK6 Investments
Illinois
$135K +$150K +3,387 New
BCMLT
2625
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K +$89 +2 +0.1%
103 104
105
106 107