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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3101
Prism Advisors
California
$225K – – –
VC
3102
Veery Capital
Delaware
$225K +$199K +3,242 New
CRWM
3103
Castle Rock Wealth Management
California
$224K +$615 +10 +0.3%
RIM
3104
Redwood Investment Management
Arizona
$224K -$1.85M -30,163 -90%
TCOK
3105
Trust Company of Kansas
Kansas
$224K +$198K +3,230 New
WPW
3106
Watershed Private Wealth
Illinois
$224K -$5.71K -93 -3%
JTWM
3107
Jackson Thornton Wealth Management
Alabama
$224K -$54.2K -882 -21%
HB
3108
Horizon Bancorp
Indiana
$223K -$8.85K -144 -4%
HVP
3109
Hudson Value Partners
Florida
$223K +$197K +3,213 New
ES
3110
ETF Store
Kansas
$223K +$197K +3,212 New
1IA
3111
1620 Investment Advisors
Massachusetts
$223K – – –
CWM
3112
Cahaba Wealth Management
Georgia
$223K +$197K +3,210 New
CS
3113
Capital Square
Tennessee
$223K -$12.4K -201 -6%
CGFA
3114
Colton Groome Financial Advisors
North Carolina
$223K +$197K +3,207 New
WMA
3115
William Mack & Associates
Michigan
$222K +$197K +3,206 New
PWA
3116
Physician Wealth Advisors
Utah
$222K +$3.44K +56 +2%
HIM
3117
Hanlon Investment Management
New Jersey
$222K -$27.2K -442 -12%
FC
3118
Fulcrum Capital
Washington
$222K -$12.9K -210 -6%
C
3119
Covestor
United Kingdom
$222K -$13.5K -220 -6%
PA
3120
Planning Alternatives
Michigan
$222K -$142K -2,306 -42%
MC
3121
Middleton & Co
Massachusetts
$222K +$196K +3,197 New
T
3122
Transce3nd
Texas
$221K -$6.7K -109 -3%
BFA
3123
Buttonwood Financial Advisors
Maryland
$221K -$3.63K -59 -2%
LSA
3124
Lansing Street Advisors
Pennsylvania
$221K -$92.6K -1,507 -32%
CFG
3125
Compton Financial Group
Maryland
$221K +$195K +3,181 New
123 124
125
126 127