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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1851
Advisor OS
Illinois
$229K -$56.1K -735 -20%
TWD
1852
True Wealth Design
Ohio
$229K +$993 +13 +0.5%
GIA
1853
Guyasuta Investment Advisors
Pennsylvania
$228K – – –
FWP
1854
Falcon Wealth Planning
California
$228K -$7.18K -94 -3%
HIA
1855
Harbor Investment Advisory
Maryland
$228K +$1.45K +19 +0.7%
TWM
1856
Trueblood Wealth Management
Ohio
$228K +$76 +1 +0%
PCA
1857
Prosperity Capital Advisors
Ohio
$227K +$218K +2,850 New
CNWM
1858
Clay Northam Wealth Management
California
$227K – – –
RZH
1859
Relyea Zuckerberg Hanson
Connecticut
$226K +$22K +288 +11%
ARC
1860
Advisor Resource Council
Texas
$226K -$327K -4,281 -60%
CDH
1861
Charles D. Hyman
$225K – – –
NC
1862
NBW Capital
Massachusetts
$225K +$16.3K +213 +8%
SPC
1863
Spirepoint Private Client
Florida
$225K +$215K +2,815 New
PSP
1864
Pacific Sage Partners
Washington
$224K – – –
AWA
1865
Amplius Wealth Advisors
Pennsylvania
$224K -$2.9K -38 -1%
WAS
1866
Wealth Advisory Solutions
Indiana
$224K +$214K +2,804 New
WIA
1867
Wetzel Investment Advisors
Indiana
$223K -$7.41K -97 -3%
VF
1868
Vest Financial
Virginia
$223K +$213K +2,793 New
RWMH
1869
Riverpoint Wealth Management Holdings
Illinois
$222K +$1.91K +25 +0.9%
TWP
1870
Tempus Wealth Planning
California
$222K -$322K -4,217 -60%
CFD
1871
Creative Financial Designs
Indiana
$222K -$10K -131 -4%
BWP
1872
Balboa Wealth Partners
Arizona
$222K -$24.8K -325 -10%
FL
1873
Fort LP
Maryland
$221K -$34.1K -446 -14%
TA
1874
TFG Advisers
Michigan
$220K -$9.01K -118 -4%
SDAM
1875
Shulman DeMeo Asset Management
New York
$219K +$229 +3 +0.1%
73 74
75
76 77