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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2426
Apella Capital
Connecticut
$200K +$184K +4,479 New
IA
2427
Inspire Advisors
Idaho
$197K +$181K +4,400 New
HFA
2428
Hoover Financial Advisors
Pennsylvania
$192K +$175K +4,263 New
BCM
2429
Blume Capital Management
California
$191K – – –
SQA
2430
Simon Quick Advisors
New Jersey
$188K +$35.8K +871 +26%
ME
2431
McIlrath & Eck
Washington
$187K +$82 +2 +0%
WWM
2432
Wolff Wiese Magana
California
$184K +$169K +4,123 New
LAS
2433
Lloyd Advisory Services
Georgia
$183K -$11.5K -280 -6%
PWMG
2434
Prestige Wealth Management Group
New Jersey
$179K -$77.6K -1,888 -32%
MHR
2435
Matthew Hamilton Rosenberg
$178K +$3.45K +84 +2%
BSSFA
2436
Baron Silver Stevens Financial Advisors
Florida
$175K +$161K +3,916 New
MF
2437
Manchester Financial
California
$171K +$20.5K +500 +15%
PS
2438
Planned Solutions
California
$170K – – –
JWA
2439
JFS Wealth Advisors
Pennsylvania
$170K +$4.11K +100 +3%
CWM
2440
Curi Wealth Management
North Carolina
$166K +$153K +3,727 New
MWC
2441
MBM Wealth Consultants
Missouri
$163K -$6.7K -163 -4%
RIM
2442
Rockbridge Investment Management
New York
$159K +$8.84K +215 +6%
FCM
2443
Firestone Capital Management
Florida
$159K +$18.1K +440 +14%
JIR
2444
James Investment Research
Ohio
$157K -$4.18M -101,745 -97%
CWP
2445
Concord Wealth Partners
Virginia
$157K +$145K +3,519 New
HS
2446
Horan Securities
United States
$156K +$129K +3,140 +918%
SWM
2447
Sugarloaf Wealth Management
Georgia
$151K +$82 +2 +0.1%
FFA
2448
Freedman Financial Associates
Massachusetts
$149K +$137K +3,325 New
VCM
2449
Versant Capital Management
Arizona
$145K -$9.04K -220 -6%
NFSG
2450
Newbridge Financial Services Group
Florida
$138K -$19.9K -485 -14%
96 97
98
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