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Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
3401
Milestones Private Investment Advisors
New York
$254K – – –
BP
3402
Broadleaf Partners
Ohio
$254K -$49.1K -317 -16%
WTFG
3403
Wood Tarver Financial Group
Idaho
$254K +$7.43K +48 +3%
IF
3404
IRON Financial
Illinois
$254K +$35.6K +230 +16%
CPC
3405
Cookson Peirce & Co
Pennsylvania
$254K -$11.9K -77 -5%
PFM
3406
Patton Fund Management
Texas
$253K +$6.97K +45 +3%
CAM
3407
CenterStar Asset Management
Illinois
$253K +$252K +1,630 New
LI
3408
LVZ Inc
Michigan
$253K -$9.91K -64 -4%
RPSA
3409
Richard P. Slaughter Associates
Texas
$253K +$252K +1,626 New
PI
3410
Pachira Investments
California
$252K +$252K +1,626 New
IIM
3411
InTrack Investment Management
Vermont
$252K -$54.2K -350 -18%
HCM
3412
Harvey Capital Management
Florida
$252K – – –
FWP
3413
Forefront Wealth Partners
Texas
$252K +$252K +1,624 New
MW
3414
Members Wealth
Pennsylvania
$252K +$252K +1,629 New
FB
3415
Finward Bancorp
Indiana
$250K – – –
AM
3416
Atwater Malick
Pennsylvania
$250K -$198K -1,278 -44%
DWA
3417
Delos Wealth Advisors
Texas
$249K -$149K -960 -37%
WW
3418
Westshore Wealth
California
$249K – – –
CWA
3419
Clarus Wealth Advisors
Arizona
$249K +$251K +1,620 New
LGW
3420
Leslie Global Wealth
Illinois
$249K +$19.2K +124 +8%
GA
3421
Gordian Advisors
Arizona
$248K – – –
AF
3422
Affiance Financial
Minnesota
$248K +$19K +123 +8%
LIA
3423
LifePlan Investment Advisors
North Carolina
$246K +$10.2K +66 +4%
BAM
3424
BTS Asset Management
Massachusetts
$246K +$245K +1,585 New
RMCM
3425
Reynders McVeigh Capital Management
Massachusetts
$246K -$4.34K -28 -2%
135 136
137
138 139