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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
3226
VitalStone Financial
Texas
$242K +$15.1K +100 +7%
NF
3227
Norwood Financial
Pennsylvania
$241K +$36.2K +240 +19%
KNW
3228
Kesler Norman & Wride
Utah
$240K – – –
SHWM
3229
Smith & Howard Wealth Management
Georgia
$240K – – –
OPWM
3230
Oakwell Private Wealth Management
Texas
$239K +$3.32K +22 +1%
UWPG
3231
Ullmann Wealth Partners Group
Florida
$238K +$23.1K +153 +11%
AFP
3232
Alpha Financial Partners
Kentucky
$238K +$8.6K +57 +4%
RA
3233
Rise Advisors
New York
$238K +$135K +892 +145%
SCM
3234
Sollinda Capital Management
Florida
$237K -$547K -3,623 -71%
FPIS
3235
Financial Planning & Information Services
Wisconsin
$237K – – –
R
3236
Rebalance
California
$237K -$10.6K -70 -4%
CCM
3237
Check Capital Management
California
$237K – – –
AFA
3238
American Financial Advisors
Georgia
$235K +$1.21K +8 +0.5%
PP
3239
PFS Partners
New Jersey
$235K +$1.21K +8 +0.5%
SCM
3240
Stonehearth Capital Management
Massachusetts
$234K – – –
HPM
3241
Hoxton Planning & Management
West Virginia
$234K +$224K +1,482 New
KA
3242
Kercheville Advisors
Texas
$233K +$223K +1,480 New
FWM
3243
ForthRight Wealth Management
Georgia
$233K +$755 +5 +0.3%
IFA
3244
Interactive Financial Advisors
Illinois
$233K -$136K -900 -38%
ECG
3245
EPIQ Capital Group
California
$231K +$2.26K +15 +1%
4WM
3246
4J Wealth Management
Virginia
$231K – – –
SIA
3247
Strategic Investment Advisors
Michigan
$230K -$20.1K -133 -8%
WFA
3248
Wade Financial Advisory
California
$229K +$219K +1,453 New
HIF
3249
Hill Island Financial
Michigan
$229K -$11.3K -75 -5%
ASC
3250
Atalanta Sosnoff Capital
New York
$229K -$58.9K -390 -21%
128 129
130
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