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Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
3751
Jackson Thornton Wealth Management
Alabama
$231K +$9.8K +24 +4%
IW
3752
Instrumental Wealth
Florida
$230K +$15.9K +39 +7%
HC
3753
Hendley & Co
Ohio
$230K – – –
HB
3754
Horizon Bancorp
Indiana
$230K +$2.45K +6 +1%
PFM
3755
Peak Financial Management
Massachusetts
$230K +$241K +591 New
SICM
3756
Sustainable Insight Capital Management
New York
$230K – – –
PWM
3757
Prosperity Wealth Management
California
$229K +$8.58K +21 +4%
MSCM
3758
McElhenny Sheffield Capital Management
Texas
$229K +$5.31K +13 +2%
BAS
3759
Brueske Advisory Services
Washington
$229K +$241K +589 New
SHIM
3760
Stone House Investment Management
Pennsylvania
$229K -$7.35K -18 -3%
SOAG
3761
Silver Oak Advisory Group
Oregon
$229K – – –
NA
3762
Nottingham Advisors
New York
$229K -$106K -259 -31%
HC
3763
Headland Capital
South Carolina
$229K +$240K +588 New
CWM
3764
Cherrydale Wealth Management
New Jersey
$228K +$3.27K +8 +1%
GWM
3765
Gray Wealth Management
Maine
$228K +$239K +586 New
WFP
3766
Wrenne Financial Planning
Kentucky
$228K – – –
BF
3767
Baring Financial
Washington
$227K +$239K +585 New
HAG
3768
HF Advisory Group
Maryland
$227K -$1.63K -4 -0.7%
PCFFS
3769
Pacific Center for Financial Services
California
$227K +$817 +2 +0.3%
RAM
3770
Redmond Asset Management
Virginia
$227K +$238K +583 New
FH
3771
Financial Harvest
Florida
$226K +$237K +581 New
SC
3772
Scratch Capital
Idaho
$226K +$237K +580 New
PFA
3773
Petra Financial Advisors
Colorado
$225K +$4.08K +10 +2%
CWA
3774
Centennial Wealth Advisory
Michigan
$225K -$817 -2 -0.3%
RWA
3775
Rooted Wealth Advisors
Illinois
$224K -$4.49K -11 -2%
149 150
151
152 153