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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
2401
Hurlow Wealth Management Group
Indiana
$660K +$591 +2 +0.1%
PFA
2402
Pathway Financial Advisors
Vermont
$660K +$591 +2 +0.1%
CWP
2403
Core Wealth Partners
California
$659K +$68.2K +231 +12%
TP
2404
Tranquility Partners
Tennessee
$659K -$15.1K -51 -2%
EP
2405
Edgestream Partners
New Jersey
$658K -$1.86M -6,289 -75%
WCM
2406
Wealthcare Capital Management
Virginia
$656K -$3.54K -12 -0.6%
UL
2407
Unionview LLC
Washington
$655K -$20.1K -68 -3%
MFT
2408
Moisand Fitzgerald Tamayo
Florida
$654K -$29.5K -100 -5%
GSIS
2409
Global Strategic Investment Solutions
Arizona
$653K +$12.4K +42 +2%
GCMG
2410
Gyroscope Capital Management Group
Florida
$652K +$620K +2,100 New
AA
2411
Apriem Advisors
California
$652K +$5.91K +20 +1%
ASBI
2412
American State Bank (Iowa)
Iowa
$651K -$6.79K -23 -1%
ESCM
2413
Echo Street Capital Management
New York
$651K +$170K +577 +38%
OA
2414
Oxbow Advisors
Texas
$650K +$4.73K +16 +0.8%
WDL
2415
Well Done LLC
Michigan
$650K -$87.1K -295 -12%
TI
2416
Trexquant Investment
Connecticut
$650K -$24.5M -82,868 -98%
FFA
2417
Fragasso Financial Advisors
Pennsylvania
$649K +$57.9K +196 +10%
MHWM
2418
Montz Harcus Wealth Management
Louisiana
$647K +$66.8K +226 +12%
TGAM
2419
TBH Global Asset Management
Tennessee
$647K +$136K +459 +28%
HDIM
2420
Hanson & Doremus Investment Management
Vermont
$647K -$37.5K -127 -6%
FW
2421
FirstPurpose Wealth
Utah
$646K +$31.6K +107 +5%
NRC
2422
New Republic Capital
North Carolina
$646K +$106K +359 +21%
JFA
2423
JNBA Financial Advisors
Minnesota
$645K -$1.48K -5 -0.2%
EA
2424
Eudaimonia Advisors
Tennessee
$645K +$295 +1 +0%
SIG
2425
Spinnaker Investment Group
California
$644K – – –
95 96
97
98 99