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Name Holding Trade Value Shares
Change 		Change in
Stake
PPH
3751
Pure Portfolios Holdings
Oregon
$231K -$13.1K -32 -5%
JF
3752
Joule Financial
Kentucky
$231K +$4.08K +10 +2%
DDPIC
3753
Deroy & Devereaux Private Investment Counsel
Michigan
$231K +$13.9K +34 +6%
JTWM
3754
Jackson Thornton Wealth Management
Alabama
$231K +$9.8K +24 +4%
IW
3755
Instrumental Wealth
Florida
$230K +$15.9K +39 +7%
HC
3756
Hendley & Co
Ohio
$230K – – –
HB
3757
Horizon Bancorp
Indiana
$230K +$2.45K +6 +1%
PFM
3758
Peak Financial Management
Massachusetts
$230K +$241K +591 New
SICM
3759
Sustainable Insight Capital Management
New York
$230K – – –
PWM
3760
Prosperity Wealth Management
California
$229K +$8.58K +21 +4%
MSCM
3761
McElhenny Sheffield Capital Management
Texas
$229K +$5.31K +13 +2%
BAS
3762
Brueske Advisory Services
Washington
$229K +$241K +589 New
SHIM
3763
Stone House Investment Management
Pennsylvania
$229K -$7.35K -18 -3%
SOAG
3764
Silver Oak Advisory Group
Oregon
$229K – – –
NA
3765
Nottingham Advisors
New York
$229K -$106K -259 -31%
HC
3766
Headland Capital
South Carolina
$229K +$240K +588 New
CWM
3767
Cherrydale Wealth Management
New Jersey
$228K +$3.27K +8 +1%
GWM
3768
Gray Wealth Management
Maine
$228K +$239K +586 New
WFP
3769
Wrenne Financial Planning
Kentucky
$228K – – –
BF
3770
Baring Financial
Washington
$227K +$239K +585 New
HAG
3771
HF Advisory Group
Maryland
$227K -$1.63K -4 -0.7%
PCFFS
3772
Pacific Center for Financial Services
California
$227K +$817 +2 +0.3%
RAM
3773
Redmond Asset Management
Virginia
$227K +$238K +583 New
FH
3774
Financial Harvest
Florida
$226K +$237K +581 New
SC
3775
Scratch Capital
Idaho
$226K +$237K +580 New
149 150
151
152 153