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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2776
Houlihan Financial Resource Group
Virginia
$201K -$183K -1,551 -47%
MFA
2777
Morling Financial Advisors
California
$201K -$10.2K -87 -5%
RIM
2778
Redwood Investment Management
Arizona
$201K -$37K -314 -15%
PTC
2779
Philadelphia Trust Company
Pennsylvania
$201K – – –
PFM
2780
Phillips Financial Management
Indiana
$201K +$207K +1,755 New
GFP
2781
Guardian Financial Partners
California
$201K +$207K +1,754 New
TFA
2782
Teamwork Financial Advisors
Texas
$201K -$5.18K -44 -2%
SRC
2783
Sage Rhino Capital
California
$200K +$1.06K +9 +0.5%
CCG
2784
Catalina Capital Group
California
$200K +$2.12K +18 +1%
EWA
2785
Evolution Wealth Advisors
Florida
$200K -$7.66K -65 -4%
NL
2786
NKCFO LLC
Illinois
$200K – – –
HWA
2787
Heritage Wealth Advisors
Virginia
$197K -$1.18K -10 -0.6%
SIS
2788
Strategic Investment Solutions
Illinois
$194K -$117K -991 -37%
APW
2789
Aventura Private Wealth
Florida
$192K -$76.1K -646 -28%
BONH
2790
Bank of New Hampshire
New Hampshire
$190K – – –
SA
2791
Strategic Advocates
Utah
$188K -$9.78K -83 -5%
TVWM
2792
Tower View Wealth Management
Wisconsin
$185K +$20.8K +177 +12%
DIP
2793
DT Investment Partners
Pennsylvania
$183K – – –
SC
2794
Stephens Consulting
Michigan
$183K -$19.6K -166 -9%
FNWA
2795
Financial Network Wealth Advisors
Utah
$178K -$53.7K -456 -23%
PGAM
2796
Princeton Global Asset Management
New Jersey
$177K +$12.4K +105 +7%
TCA
2797
Trifecta Capital Advisors
Illinois
$175K -$1.18K -10 -0.6%
AP
2798
Atwood & Palmer
Missouri
$175K – – –
TIM
2799
Tortoise Investment Management
New York
$174K -$2K -17 -1%
PWMG
2800
Private Wealth Management Group
New Jersey
$174K +$6.71K +57 +4%
110 111
112
113 114