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Name Holding Trade Value Shares
Change 		Change in
Stake
E
3701
EntreWealth
Texas
$249K +$245K +1,318 New
R
3702
Rebalance
California
$249K +$558 +3 +0.2%
HB
3703
Horizon Bancorp
Indiana
$249K -$2.61K -14 -0.9%
JWM
3704
Jupiter Wealth Management
Colorado
$249K -$800K -4,300 -74%
DP
3705
Denver PWM
Colorado
$248K – – –
WA
3706
Waterford Advisors
New York
$248K +$12.7K +68 +5%
AW
3707
Ankerstar Wealth
Texas
$248K -$19.5K -105 -7%
GFG
3708
Genesis Financial Group
New Jersey
$248K +$558 +3 +0.2%
LGG
3709
Luts & Greenleigh Group
Maryland
$247K -$39.8K -214 -13%
BONST
3710
Bank of Nova Scotia Trust
Ontario, Canada
$247K -$50.1K -269 -15%
RWRC
3711
R.W. Roge & Company
New York
$247K – – –
RP
3712
Riverwater Partners
Wisconsin
$247K +$49.9K +268 +22%
AWP
3713
Avid Wealth Partners
Texas
$247K +$33.7K +181 +14%
LRIA
3714
Leonard Rickey Investment Advisors
Washington
$247K +$745 +4 +0.3%
S
3715
Steadtrust
Texas
$247K +$558 +3 +0.2%
CTC
3716
Cetera Trust Company
Minnesota
$246K – – –
KCM
3717
KRS Capital Management
Michigan
$246K +$1.49K +8 +0.5%
CC
3718
Cypress Capital
Tennessee
$246K +$8K +43 +3%
DM
3719
Diversified Management
Wisconsin
$245K -$832K -4,469 -75%
DCBT
3720
Dakota Community Bank & Trust
North Dakota
$245K -$3.72K -20 -1%
HHAA
3721
Henry H. Armstrong Associates
Pennsylvania
$245K -$18.6K -100 -6%
DIP
3722
Davis Investment Partners
North Carolina
$244K +$2.05K +11 +0.8%
TFA
3723
Tobias Financial Advisors
Florida
$244K -$36.3K -195 -12%
CAP
3724
Columbia Advisory Partners
Washington
$243K +$273K +1,468 New
PA
3725
Prairie Advisory
Kansas
$242K +$272K +1,462 New
147 148
149
150 151