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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
3076
Harrell Investment Partners
Texas
$213K – – –
HFAS
3077
Hummer Financial Advisory Services
Illinois
$213K +$14.5K +100 +7%
KBFS
3078
Kohmann Bosshard Financial Services
Ohio
$213K +$32.7K +226 +17%
SFG
3079
Sunburst Financial Group
Alabama
$213K +$36.9K +255 +20%
OQS
3080
Occudo Quantitative Strategies
Florida
$212K -$5.15M -35,652 -96%
CAM
3081
Campion Asset Management
Virginia
$212K – – –
SWM
3082
Shakespeare Wealth Management
Wisconsin
$212K +$4.63K +32 +2%
AWM
3083
AllSquare Wealth Management
New York
$211K -$30.9K -214 -12%
ML
3084
Mayport LLC
Massachusetts
$211K – – –
IFAM
3085
Institutional & Family Asset Management
Colorado
$211K +$867 +6 +0.4%
QC
3086
QCM Cayman
Texas
$211K +$223K +1,541 New
RHP
3087
Royal Harbor Partners
Texas
$210K -$2.75K -19 -1%
LF
3088
Lee Financial
Texas
$210K -$723 -5 -0.3%
TF
3089
TimeScale Financial
Massachusetts
$210K +$1.74K +12 +0.8%
RCG
3090
Rock Creek Group
District of Columbia
$209K +$34.1K +236 +18%
WP
3091
Wealthspan Partners
Iowa
$208K -$10.6K -73 -5%
GCA
3092
Genesee Capital Advisors
New York
$208K – – –
RWRC
3093
R.W. Roge & Company
New York
$208K – – –
YMRC
3094
Yorktown Management & Research Company
Virginia
$208K – – –
CFAM
3095
Coury Firm Asset Management
Pennsylvania
$208K +$6.79K +47 +3%
CCP
3096
Cassia Capital Partners
North Carolina
$208K +$6.94K +48 +3%
BWM
3097
Birchcreek Wealth Management
Ohio
$208K +$21.7K +150 +11%
IA
3098
Integrity Advisory
Kansas
$208K +$219K +1,518 New
APW
3099
Acima Private Wealth
Virginia
$206K – – –
IWP
3100
Innova Wealth Partners
Pennsylvania
$206K +$289 +2 +0.1%
122 123
124
125 126