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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3176
LifePlan Investment Advisors
North Carolina
$277K -$22.6K -305 -8%
CWM
3177
Concentrum Wealth Management
California
$277K +$267K +3,598 New
KFS
3178
Kelly Financial Services
Massachusetts
$277K -$16.1K -217 -6%
AA
3179
Acorns Advisers
California
$277K +$33.2K +448 +14%
NWA
3180
New World Advisors
Massachusetts
$277K +$19.9K +268 +8%
GWM
3181
GDS Wealth Management
Texas
$277K -$3.71K -50 -1%
PTFIS
3182
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$276K +$266K +3,587 New
HWM
3183
Horizon Wealth Management
Illinois
$276K +$223 +3 +0.1%
HFP
3184
Holistic Financial Partners
Indiana
$275K +$4.53K +61 +2%
BWFA
3185
Baltimore-Washington Financial Advisors
Maryland
$275K +$16K +216 +6%
MFS
3186
McNamara Financial Services
Massachusetts
$275K +$4.9K +66 +2%
JLBC
3187
J.L. Bainbridge & Co
Florida
$275K +$74 +1 +0%
VST
3188
Van Strum & Towne
California
$275K -$26.7K -360 -9%
PCS
3189
Private Client Services
Kentucky
$274K -$12.6K -170 -5%
CRWM
3190
Castle Rock Wealth Management
California
$274K +$5.79K +78 +2%
HWMG
3191
Hurlow Wealth Management Group
Indiana
$274K -$63.4K -855 -19%
BWM
3192
Birchcreek Wealth Management
Ohio
$274K +$5.42K +73 +2%
CCM
3193
CFO Capital Management
Connecticut
$273K +$263K +3,548 New
SIS
3194
Strategic Investment Solutions
Illinois
$273K +$204K +2,752 +347%
SWM
3195
Shakespeare Wealth Management
Wisconsin
$273K +$30.6K +413 +13%
EFL
3196
ERn Financial LLC
Wisconsin
$273K +$816 +11 +0.3%
TWM
3197
Tripletail Wealth Management
Florida
$273K – – –
FA
3198
Fedenia Advisers
Wisconsin
$273K -$2.52K -34 -1%
BMM
3199
Berkshire Money Management
Massachusetts
$272K +$262K +3,536 New
BPC
3200
Bearing Point Capital
Minnesota
$272K +$262K +3,527 New
126 127
128
129 130