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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
3651
Palisades Hudson Asset Management
Florida
$266K – – –
BA
3652
Ballew Advisors
Mississippi
$266K +$325 +1 +0.1%
PCA
3653
Peddock Capital Advisors
Massachusetts
$266K +$5.21K +16 +2%
CFWMA
3654
Center for Wealth Management Advisory
Ohio
$266K +$1.3K +4 +0.5%
BF
3655
Baring Financial
Washington
$265K +$5.86K +18 +2%
AAS
3656
Asset Allocation Strategies
Michigan
$265K +$14.3K +44 +6%
CFA
3657
Camarda Financial Advisors
Florida
$265K -$27.7K -85 -10%
WMN
3658
Wealth Management Nebraska
Nebraska
$265K -$12.4K -38 -5%
ACM
3659
Advance Capital Management
Michigan
$264K +$32.5K +100 +15%
JHP
3660
James Hambro & Partners
United Kingdom
$264K – – –
IPW
3661
IronBridge Private Wealth
Texas
$263K +$976 +3 +0.4%
KCIC
3662
Kuhn & Co Investment Counsel
Illinois
$263K +$6.51K +20 +3%
CWM
3663
Compass Wealth Management
Connecticut
$263K +$243K +746 New
MWA
3664
Motive Wealth Advisors
Michigan
$263K -$23.7K -73 -9%
AW
3665
Avion Wealth
Texas
$263K -$12.4K -38 -5%
LFA
3666
Level Financial Advisors
New York
$263K -$1.63K -5 -0.7%
MWM
3667
Mascoma Wealth Management
New Hampshire
$262K +$325 +1 +0.1%
GPWA
3668
Great Point Wealth Advisors
Massachusetts
$262K – – –
KFG
3669
Kelly Financial Group
Connecticut
$261K +$16.9K +52 +8%
FH
3670
Financial Harvest
Florida
$261K +$241K +741 New
BWP
3671
Barlow Wealth Partners
Kentucky
$261K – – –
1CP
3672
17 Capital Partners
Arizona
$260K – – –
SF
3673
Schaeffer Financial
Maryland
$260K – – –
QA
3674
Quattro Advisors
Pennsylvania
$259K +$238K +733 New
SAM
3675
Smithbridge Asset Management
Pennsylvania
$259K – – –
145 146
147
148 149