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Name Holding Trade Value Shares
Change 		Change in
Stake
RMF
3076
Red Mountain Financial
Colorado
$366K -$6.5K -42 -2%
FFS
3077
Fischer Financial Services
Pennsylvania
$366K -$620K -4,001 -63%
ECM
3078
Eisler Capital Management
United Kingdom
$366K +$167K +1,076 +89%
FWI
3079
Facet Wealth Inc
Maryland
$365K +$98.8K +638 +37%
RFS
3080
Richardson Financial Services
Massachusetts
$365K +$23.4K +151 +7%
ACM
3081
AUA Capital Management
Pennsylvania
$365K – – –
PWA
3082
Provenance Wealth Advisors
Florida
$365K -$3.1K -20 -0.8%
IPW
3083
Intergy Private Wealth
Colorado
$365K +$86.4K +558 +31%
SIS
3084
Strategic Investment Solutions
Illinois
$365K +$774 +5 +0.2%
PFM
3085
Phillips Financial Management
Indiana
$365K +$130K +841 +56%
SP
3086
Sequent Planning
Nebraska
$364K -$4.34K -28 -1%
AWA
3087
Archvest Wealth Advisors
California
$364K -$58.4K -377 -14%
NPPM
3088
North Point Portfolio Managers
Ohio
$363K -$465 -3 -0.1%
EFP
3089
Elser Financial Planning
Indiana
$363K +$4.8K +31 +1%
HWMG
3090
Hurlow Wealth Management Group
Indiana
$363K -$52.7K -340 -13%
AMM
3091
American Money Management
California
$363K -$19.2K -124 -5%
SJL
3092
Shayne & Jacobs LLC
Tennessee
$362K – – –
HFS
3093
Hopwood Financial Services
Virginia
$362K – – –
HFP
3094
Holistic Financial Partners
Indiana
$360K +$39.6K +256 +12%
MCIA
3095
Mountain Capital Investment Advisors
Colorado
$359K +$144K +932 +67%
SAM
3096
Sequent Asset Management
Texas
$358K +$5.42K +35 +2%
CFGA
3097
Cambridge Financial Group (Arizona)
Arizona
$357K – – –
MAM
3098
McLean Asset Management
Virginia
$357K +$26.6K +172 +8%
NPI
3099
New Perspectives Inc
Mississippi
$357K +$356K +2,297 New
USWIA
3100
UP Strategic Wealth Investment Advisors
Pennsylvania
$356K +$86.3K +557 +31%
122 123
124
125 126