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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
2776
Morling Financial Advisors
California
$201K -$10.2K -87 -5%
RIM
2777
Redwood Investment Management
Arizona
$201K -$37K -314 -15%
PTC
2778
Philadelphia Trust Company
Pennsylvania
$201K – – –
PFM
2779
Phillips Financial Management
Indiana
$201K +$207K +1,755 New
GFP
2780
Guardian Financial Partners
California
$201K +$207K +1,754 New
TFA
2781
Teamwork Financial Advisors
Texas
$201K -$5.18K -44 -2%
SRC
2782
Sage Rhino Capital
California
$200K +$1.06K +9 +0.5%
CCG
2783
Catalina Capital Group
California
$200K +$2.12K +18 +1%
EWA
2784
Evolution Wealth Advisors
Florida
$200K -$7.66K -65 -4%
NL
2785
NKCFO LLC
Illinois
$200K – – –
HWA
2786
Heritage Wealth Advisors
Virginia
$197K -$1.18K -10 -0.6%
SIS
2787
Strategic Investment Solutions
Illinois
$194K -$117K -991 -37%
APW
2788
Aventura Private Wealth
Florida
$192K -$76.1K -646 -28%
BONH
2789
Bank of New Hampshire
New Hampshire
$190K – – –
SA
2790
Strategic Advocates
Utah
$188K -$9.78K -83 -5%
TVWM
2791
Tower View Wealth Management
Wisconsin
$185K +$20.8K +177 +12%
DIP
2792
DT Investment Partners
Pennsylvania
$183K – – –
SC
2793
Stephens Consulting
Michigan
$183K -$19.6K -166 -9%
FNWA
2794
Financial Network Wealth Advisors
Utah
$178K -$53.7K -456 -23%
PGAM
2795
Princeton Global Asset Management
New Jersey
$177K +$12.4K +105 +7%
TCA
2796
Trifecta Capital Advisors
Illinois
$175K -$1.18K -10 -0.6%
AP
2797
Atwood & Palmer
Missouri
$175K – – –
TIM
2798
Tortoise Investment Management
New York
$174K -$2K -17 -1%
PWMG
2799
Private Wealth Management Group
New Jersey
$174K +$6.71K +57 +4%
KFP
2800
Keener Financial Planning
Texas
$172K – – –
110 111
112
113 114