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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3076
Fi3 Financial Advisors
Indiana
$247K +$32.5K +201 +14%
WP
3077
Wealthspan Partners
Iowa
$246K +$256K +1,588 New
SAM
3078
Simplify Asset Management
Nevada
$246K +$257K +1,589 New
CWM
3079
Cahaba Wealth Management
Georgia
$245K +$255K +1,580 New
DU
3080
Delphia (USA)
Ontario, Canada
$245K +$255K +1,582 New
FWI
3081
Facet Wealth Inc
Maryland
$244K +$47K +291 +23%
LBA
3082
Lowell Blake & Associates
Massachusetts
$244K +$255K +1,578 New
WFA
3083
WestHill Financial Advisors
California
$243K +$4.84K +30 +2%
DBRC
3084
D.B. Root & Company
Pennsylvania
$243K +$18.1K +112 +8%
AFIA
3085
America First Investment Advisors
Nebraska
$243K +$74.5K +461 +42%
WWM
3086
WJ Wealth Management
Arizona
$243K +$255K +1,580 New
SA
3087
SWM Advisors
Florida
$242K +$266K +1,647 New
NS
3088
Newman & Schimel
Illinois
$241K -$141K -875 -36%
HFG
3089
Heron Financial Group
New York
$241K – – –
EPM
3090
Equitec Proprietary Markets
Illinois
$241K +$171K +1,056 +211%
RHP
3091
Royal Harbor Partners
Texas
$240K -$1.15M -7,118 -82%
EW
3092
Element Wealth
Mississippi
$240K -$41.3K -256 -14%
CAM
3093
Campion Asset Management
Virginia
$240K +$39.4K +244 +19%
HIP
3094
Harrell Investment Partners
Texas
$240K +$250K +1,549 New
CP
3095
Camelot Portfolios
Ohio
$240K +$250K +1,550 New
HFA
3096
High Falls Advisors
New York
$239K -$1.61K -10 -0.6%
RDFA
3097
Ritter Daniher Financial Advisory
Ohio
$239K +$7.91K +49 +3%
3F
3098
360 Financial
Minnesota
$239K +$18.1K +112 +8%
ML
3099
Mayport LLC
Massachusetts
$239K +$249K +1,541 New
IFAM
3100
Institutional & Family Asset Management
Colorado
$238K -$104K -646 -30%
122 123
124
125 126