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Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
3251
Hill Island Financial
Michigan
$229K -$11.3K -75 -5%
ASC
3252
Atalanta Sosnoff Capital
New York
$229K -$58.9K -390 -21%
SC
3253
Stephenson & Company
California
$229K -$1.06K -7 -0.5%
LIA
3254
LifePlan Investment Advisors
North Carolina
$229K +$9.81K +65 +5%
C
3255
Covestor
United Kingdom
$227K -$169K -1,123 -44%
HPIA
3256
Hamilton Point Investment Advisors
North Carolina
$227K +$217K +1,439 New
TFA
3257
Trinity Financial Advisors
Ohio
$227K -$31.4K -208 -13%
DIS
3258
Diversified Investment Strategies
Louisiana
$226K – – –
PP
3259
PrairieView Partners
Minnesota
$226K – – –
APA
3260
Astoria Portfolio Advisors
New York
$226K -$4.68K -31 -2%
PWP
3261
Perfromance Wealth Partners
Illinois
$225K -$34.7K -230 -14%
HA
3262
Hofer & Associates
California
$225K -$6.34K -42 -3%
CWM
3263
Collaborative Wealth Management
Florida
$225K – – –
PWM
3264
Prosperity Wealth Management
California
$224K +$215K +1,423 New
OKSA
3265
O'Keefe Stevens Advisory
New York
$224K +$8.6K +57 +4%
AFWM
3266
Abich Financial Wealth Management
Virginia
$223K -$90.2K -598 -30%
CWM
3267
Cherrydale Wealth Management
New Jersey
$223K +$213K +1,414 New
PJWM
3268
Philip James Wealth Mangement
Georgia
$223K -$271K -1,793 -56%
FIM
3269
Fernwood Investment Management
Massachusetts
$223K -$1.06K -7 -0.5%
OFW
3270
Omnia Family Wealth
Florida
$223K +$213K +1,411 New
FFA
3271
Fragasso Financial Advisors
Pennsylvania
$222K +$213K +1,410 New
AMCA
3272
Arthur M. Cohen & Associates
Illinois
$222K -$20.1K -133 -9%
OL
3273
Optas LLC
Texas
$222K +$212K +1,405 New
HIG
3274
Heritage Investment Group
Florida
$221K – – –
BDWCC
3275
B&D White Capital Company
Texas
$221K -$4.03M -26,700 -95%
129 130
131
132 133