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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
2851
Warren Street Wealth Advisors
California
$222K -$16.5K -157 -7%
IFPL
2852
Investments & Financial Planning LLC
Kentucky
$222K +$210K +1,996 New
HB
2853
Horizon Bancorp
Indiana
$222K +$14.3K +136 +7%
BWP
2854
Bernardo Wealth Planning
Pennsylvania
$221K -$80.7K -768 -27%
TIM
2855
Tortoise Investment Management
New York
$221K – – –
WCM
2856
WealthBridge Capital Management
Ohio
$220K +$208K +1,978 New
SA
2857
Strategic Advocates
Utah
$220K -$99.5K -947 -32%
JFGIW
2858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K -$88.6K -843 -30%
PPC
2859
Park Place Capital
Alabama
$219K -$5.67K -54 -3%
HC
2860
Hendley & Co
Ohio
$219K +$206K +1,964 New
PMWMG
2861
Parr McKnight Wealth Management Group
Minnesota
$219K +$206K +1,964 New
SP
2862
Stonebrook Private
Michigan
$219K +$206K +1,964 New
ES
2863
Eagle Strategies
New York
$219K +$206K +1,964 New
RFP
2864
Root Financial Partners
California
$218K +$206K +1,962 New
SWM
2865
SilverOak Wealth Management
Minnesota
$218K +$206K +1,961 New
GI
2866
GLOBALT Investments
Georgia
$218K +$206K +1,960 New
SL
2867
SWMG LLC
Texas
$218K -$2.73K -26 -1%
IPW
2868
Inlet Private Wealth
Florida
$218K +$205K +1,956 New
TWM
2869
Triton Wealth Management
Arizona
$218K -$10.5K -100 -4%
GB
2870
Goepper Burkhardt
South Carolina
$217K +$205K +1,952 New
MSFP
2871
Mark Sheptoff Financial Planning
Connecticut
$217K – – –
BBWP
2872
Beacon Bridge Wealth Partners
Pennsylvania
$217K +$205K +1,950 New
CW
2873
Cook Wealth
North Carolina
$217K +$205K +1,953 New
CA
2874
Clune & Associates
Illinois
$217K +$204K +1,945 New
RBFC
2875
Roman Butler Fullerton & Co
Missouri
$216K -$36.5K -347 -15%
113 114
115
116 117