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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1501
Avantax Planning Partners
Iowa
$258K -$30.3K -485 -10%
SWM
1502
Sterling Wealth Management
Illinois
$257K -$15.9K -254 -6%
AWAU
1503
Alliance Wealth Advisors (Utah)
Utah
$255K +$35.2K +562 +15%
TWP
1504
Tempus Wealth Planning
California
$255K +$96K +1,534 +55%
SIG
1505
Sargent Investment Group
Maryland
$254K -$46.3K -740 -15%
CAG
1506
Csenge Advisory Group
Florida
$254K -$33.7K -538 -11%
APWM
1507
Argonautica Private Wealth Management
Massachusetts
$253K – – –
CFSG
1508
Clark Financial Services Group
Missouri
$253K +$4.13K +66 +2%
LIA
1509
Luken Investment Analytics
Tennessee
$252K – – –
BA
1510
Ballast Advisors
Minnesota
$252K +$125 +2 +0%
RMF
1511
Red Mountain Financial
Colorado
$251K +$266K +4,250 New
PAG
1512
Powers Advisory Group
Illinois
$250K +$6.13K +98 +2%
DWA
1513
Douglass Winthrop Advisors
New York
$248K -$113K -1,800 -30%
HSG
1514
Helen Stephens Group
Texas
$248K – – –
HHRDM
1515
H&H Retirement Design & Management
Nevada
$248K -$688 -11 -0.3%
FEM
1516
Fulcrum Equity Management
Texas
$247K +$52.3K +836 +25%
WH
1517
Willner & Heller
California
$247K -$7.01K -112 -3%
CAM
1518
Campion Asset Management
Virginia
$247K -$108K -1,732 -29%
FCA
1519
FLC Capital Advisors
California
$246K – – –
AP
1520
Appleton Partners
Massachusetts
$246K -$29.3K -468 -10%
HCM
1521
Hall Capital Management
Rhode Island
$245K -$11.8K -188 -4%
HB
1522
HTLF Bank
Colorado
$245K -$27.9K -446 -10%
MSS
1523
Mitchell Sinkler & Starr
Pennsylvania
$244K – – –
LSC
1524
Lesa Sroufe & Co
Washington
$244K – – –
OBGC
1525
O'Brien Greene & Co
Pennsylvania
$243K +$7.51K +120 +3%
59 60
61
62 63