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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1001
Horizon Bancorp
Indiana
$4K – – –
FCT
1002
First Community Trust
Iowa
$3.9K – – –
FNWA
1003
Financial Network Wealth Advisors
Utah
$3.81K – – –
NC
1004
North Capital
Utah
$3.76K – – –
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$3.74K – – –
FC
1006
Financial Consulate
Maryland
$3.58K +$3.89K +156 New
GFWA
1007
Grey Fox Wealth Advisors
Delaware
$3.58K +$3.89K +156 New
FGA
1008
Fortis Group Advisors
New Jersey
$3.51K -$1.74K -70 -31%
GWSA
1009
Global Wealth Strategies & Associates
Colorado
$3.51K +$3.81K +153 New
HHMI
1010
Howard Hughes Medical Institute
Maryland
$3.48K – – –
PGAM
1011
Princeton Global Asset Management
New Jersey
$3.46K -$5.23K -210 -58%
HFS
1012
Hughes Financial Services
Virginia
$3.37K -$349 -14 -8%
PPC
1013
Park Place Capital
Alabama
$3.35K -$3.04K -122 -46%
SHM
1014
Sagard Holdings Management
Ontario, Canada
$3.3K – – –
WAG
1015
Wiser Advisor Group
Arizona
$3.29K +$3.56K +143 New
DWS
1016
Dynamic Wealth Strategies
California
$3.26K – – –
WIM
1017
Westside Investment Management
California
$3.14K -$9.49K -381 -74%
FFC
1018
First Financial Corp
Indiana
$3.12K -$5.51K -221 -62%
MAM
1019
MMA Asset Management
Pennsylvania
$3.12K +$3.39K +136 New
FMTCOCP
1020
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
DRP
1021
Decker Retirement Planning
Utah
$2.98K – – –
CAC
1022
Core Alternative Capital
Georgia
$2.94K -$424 -17 -12%
UBP
1023
Union Bancaire Privee
Switzerland
$2.8K – – –
SC
1024
Steph & Co
Wisconsin
$2.8K – – –
TCM
1025
TruNorth Capital Management
Michigan
$2.77K -$1.1K -44 -27%
39 40
41
42 43