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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3051
Horizon Wealth Management
Illinois
$245K +$7.7K +113 +3%
PFM
3052
Phillips Financial Management
Indiana
$245K +$39.1K +574 +19%
FA
3053
Fedenia Advisers
Wisconsin
$244K +$244K +3,573 New
MCM
3054
Mendel Capital Management
Arkansas
$244K +$2.25K +33 +0.9%
TAM
3055
Titleist Asset Management
Texas
$244K -$26.5K -389 -10%
JLBC
3056
J.L. Bainbridge & Co
Florida
$244K +$136 +2 +0.1%
WA
3057
WPG Advisers
Maryland
$244K +$59K +865 +32%
TWM
3058
Tripletail Wealth Management
Florida
$243K -$5.32K -78 -2%
OCG
3059
Opus Capital Group
Ohio
$243K +$242K +3,549 New
TCMP
3060
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K -$3.48M -51,060 -93%
MIM
3061
Moseley Investment Management
Florida
$242K -$17.4K -255 -7%
LSA
3062
Lansing Street Advisors
Pennsylvania
$242K +$24.2K +355 +11%
EFL
3063
ERn Financial LLC
Wisconsin
$242K -$10.6K -156 -4%
CWM
3064
Cahaba Wealth Management
Georgia
$241K +$21.1K +309 +10%
NWMG
3065
National Wealth Management Group
Ohio
$240K +$239K +3,510 New
HFP
3066
Holistic Financial Partners
Indiana
$240K -$27.6K -405 -10%
MFS
3067
McNamara Financial Services
Massachusetts
$239K – – –
CTC
3068
Cetera Trust Company
Minnesota
$239K – – –
PIA
3069
Pollock Investment Advisors
Michigan
$239K – – –
TI
3070
Truepoint Inc
Ohio
$238K +$7.63K +112 +3%
BWM
3071
Birchcreek Wealth Management
Ohio
$238K – – –
PP
3072
Postrock Partners
Oregon
$238K -$341 -5 -0.1%
OWP
3073
ORG Wealth Partners
Texas
$237K +$78.3K +1,149 +50%
FCT
3074
First Community Trust
Iowa
$237K -$6.82K -100 -3%
FL
3075
FreeGulliver LLC
Louisiana
$237K +$236K +3,468 New
121 122
123
124 125