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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3251
Stephenson & Company
California
$229K -$1.06K -7 -0.5%
LIA
3252
LifePlan Investment Advisors
North Carolina
$229K +$9.81K +65 +5%
C
3253
Covestor
United Kingdom
$227K -$169K -1,123 -44%
HPIA
3254
Hamilton Point Investment Advisors
North Carolina
$227K +$217K +1,439 New
TFA
3255
Trinity Financial Advisors
Ohio
$227K -$31.4K -208 -13%
DIS
3256
Diversified Investment Strategies
Louisiana
$226K – – –
PP
3257
PrairieView Partners
Minnesota
$226K – – –
APA
3258
Astoria Portfolio Advisors
New York
$226K -$4.68K -31 -2%
PWP
3259
Perfromance Wealth Partners
Illinois
$225K -$34.7K -230 -14%
HA
3260
Hofer & Associates
California
$225K -$6.34K -42 -3%
CWM
3261
Collaborative Wealth Management
Florida
$225K – – –
PWM
3262
Prosperity Wealth Management
California
$224K +$215K +1,423 New
OKSA
3263
O'Keefe Stevens Advisory
New York
$224K +$8.6K +57 +4%
AFWM
3264
Abich Financial Wealth Management
Virginia
$223K -$90.2K -598 -30%
CWM
3265
Cherrydale Wealth Management
New Jersey
$223K +$213K +1,414 New
PJWM
3266
Philip James Wealth Mangement
Georgia
$223K -$271K -1,793 -56%
FIM
3267
Fernwood Investment Management
Massachusetts
$223K -$1.06K -7 -0.5%
OFW
3268
Omnia Family Wealth
Florida
$223K +$213K +1,411 New
FFA
3269
Fragasso Financial Advisors
Pennsylvania
$222K +$213K +1,410 New
AMCA
3270
Arthur M. Cohen & Associates
Illinois
$222K -$20.1K -133 -9%
OL
3271
Optas LLC
Texas
$222K +$212K +1,405 New
HIG
3272
Heritage Investment Group
Florida
$221K – – –
BDWCC
3273
B&D White Capital Company
Texas
$221K -$4.03M -26,700 -95%
SIAM
3274
Sterling Investment Advisors (Missouri)
Missouri
$221K – – –
AC
3275
Annandale Capital
Texas
$220K – – –
129 130
131
132 133