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Name Holding Trade Value Shares
Change 		Change in
Stake
APS
3476
American Planning Services
Florida
$242K – – –
WFA
3477
WestHill Financial Advisors
California
$242K +$365 +1 +0.2%
GJIA
3478
Glass Jacobson Investment Advisors
Maryland
$241K – – –
VAMG
3479
Voisard Asset Management Group
Michigan
$240K +$6.2K +17 +3%
SC
3480
Swan Capital
Florida
$240K -$5.47K -15 -2%
TIM
3481
Total Investment Management
Arizona
$239K -$27K -74 -11%
SICM
3482
Sustainable Insight Capital Management
New York
$239K – – –
GWM
3483
Glass Wealth Management
Texas
$239K +$2.92K +8 +1%
HC
3484
Hendley & Co
Ohio
$239K – – –
CKAIS
3485
Christensen King & Associates Investment Services
Washington
$239K -$10.2K -28 -5%
HAG
3486
HF Advisory Group
Maryland
$239K +$1.46K +4 +0.7%
OWM
3487
Opes Wealth Management
California
$238K -$1.09K -3 -0.5%
SOAG
3488
Silver Oak Advisory Group
Oregon
$238K – – –
FSWA
3489
Financial Synergies Wealth Advisors
Texas
$238K +$214K +587 New
WFP
3490
Wrenne Financial Planning
Kentucky
$237K – – –
HB
3491
Horizon Bancorp
Indiana
$237K -$22.2K -61 -9%
JF
3492
Joule Financial
Kentucky
$237K +$213K +584 New
CCA
3493
Criterion Capital Advisors
Tennessee
$236K – – –
PCFFS
3494
Pacific Center for Financial Services
California
$236K +$365 +1 +0.2%
ZIMP
3495
Zimmermann Investment Management & Planning
Pennsylvania
$235K +$212K +580 New
SWM
3496
SK Wealth Management
Rhode Island
$235K +$218K +598 New
CWA
3497
Centennial Wealth Advisory
Michigan
$235K -$166K -456 -44%
CWM
3498
Cherrydale Wealth Management
New Jersey
$234K -$1.82K -5 -0.9%
HIGP
3499
Hill Investment Group Partners
Missouri
$234K -$11.7K -32 -4%
QWM
3500
Quaker Wealth Management
New Jersey
$234K +$210K +577 New
138 139
140
141 142