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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
3701
Evergreen Wealth Solutions
Pennsylvania
$225K +$222K +614 New
JF
3702
Joule Financial
Kentucky
$225K +$7.24K +20 +3%
AF
3703
Affiance Financial
Minnesota
$225K +$8.69K +24 +4%
NPFS
3704
Novak & Powell Financial Services
Florida
$225K – – –
CF
3705
Clarity Financial
Texas
$224K – – –
AAM
3706
Azzad Asset Management
Virginia
$224K -$42.7K -118 -16%
SC
3707
Schulhoff & Co
Ohio
$224K – – –
HP
3708
Hilltop Partners
Indiana
$223K +$220K +608 New
CMA
3709
Cedar Mountain Advisors
Oregon
$223K – – –
HG
3710
Harbor Group
New Hampshire
$223K – – –
APIM
3711
Agate Pass Investment Management
Washington
$223K – – –
MAMG
3712
Milestone Asset Management Group
Connecticut
$222K +$3.98K +11 +2%
HKIMG
3713
Hutchens & Kramer Investment Management Group
Indiana
$222K -$68.4K -189 -24%
NF
3714
Nvest Financial
New Hampshire
$221K +$219K +604 New
OAP
3715
One Advisory Partners
Kansas
$221K +$213K +588 New
ES
3716
Eagle Strategies
New York
$221K -$8.69K -24 -4%
PIA
3717
Panoramic Investment Advisors
Colorado
$220K +$362 +1 +0.2%
ITB
3718
Idaho Trust Bank
Idaho
$220K +$217K +601 New
HA
3719
Heartland Advisors
Wisconsin
$220K +$217K +600 New
LFA
3720
Level Financial Advisors
New York
$220K +$724 +2 +0.3%
T
3721
Transce3nd
Texas
$220K +$7.96K +22 +4%
AWP
3722
Abacus Wealth Partners
California
$219K +$216K +597 New
ACA
3723
Ackerman Capital Advisors
Texas
$219K -$362 -1 -0.2%
WAM
3724
Worth Asset Management
Texas
$219K +$1.45K +4 +0.7%
HAG
3725
HF Advisory Group
Maryland
$218K -$5.43K -15 -2%
147 148
149
150 151