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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2626
Trellis Advisors
Washington
$206K +$17.4K +364 +8%
HFP
2627
Holistic Financial Partners
Indiana
$205K -$182K -3,809 -44%
AW
2628
Alaethes Wealth
Nevada
$205K – – –
LWMM
2629
Legacy Wealth Management (Mississippi)
Mississippi
$205K – – –
EA
2630
Echo45 Advisors
California
$204K -$228K -4,754 -50%
HCM
2631
Hollencrest Capital Management
California
$204K +$8.95K +187 +4%
BCM
2632
Boltwood Capital Management
California
$203K -$69.4K -1,450 -23%
MAM
2633
MMA Asset Management
Pennsylvania
$203K – – –
MHWM
2634
Montz Harcus Wealth Management
Louisiana
$203K +$1.68K +35 +0.7%
GITFIT
2635
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$203K -$43.1K -900 -16%
SAM
2636
Smithbridge Asset Management
Pennsylvania
$202K – – –
DCM
2637
Driehaus Capital Management
Illinois
$202K +$14.8K +309 +7%
HGERS
2638
Householder Group Estate & Retirement Specialist
Arizona
$202K +$16.3K +340 +8%
HFS
2639
Heritage Financial Services
Massachusetts
$201K -$7.08K -148 -3%
SSW
2640
Stone Summit Wealth
Florida
$201K +$22.2K +463 +11%
CRWM
2641
Castle Rock Wealth Management
California
$200K +$479 +10 +0.2%
SWM
2642
Sugarloaf Wealth Management
Georgia
$200K +$12.7K +266 +6%
TIM
2643
Tortoise Investment Management
New York
$200K +$63.9K +1,334 +40%
SA
2644
Syntax Advisors
New York
$200K +$225K +4,701 New
VCG
2645
Vantage Consulting Group
Virginia
$200K +$225K +4,701 New
JWA
2646
JFS Wealth Advisors
Pennsylvania
$198K -$38K -793 -15%
RBC
2647
Roble Belko & Company
Pennsylvania
$197K +$3.83K +80 +2%
APW
2648
Axim Planning & Wealth
Ohio
$194K +$217K +4,543 New
PP
2649
PFS Partners
New Jersey
$192K +$1.05K +22 +0.5%
RA
2650
Rise Advisors
New York
$191K +$41.8K +874 +24%
104 105
106
107 108