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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
2076
ERn Financial LLC
Wisconsin
$238K -$9.1K -68 -4%
HFA
2077
High Falls Advisors
New York
$238K -$220K -1,644 -48%
GWANC
2078
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K +$11.4K +85 +5%
WA
2079
Wealthstream Advisors
New York
$237K -$21.7K -162 -8%
RPA
2080
Rock Point Advisors
Vermont
$237K -$669 -5 -0.3%
CRI
2081
Colonial River Investments
Virginia
$237K -$22.6K -169 -9%
MW
2082
MBL Wealth
North Carolina
$237K +$42.4K +317 +21%
BBNB
2083
Baker Boyer National Bank
Washington
$236K – – –
CGFA
2084
Colton Groome Financial Advisors
North Carolina
$236K +$2.41K +18 +1%
NA
2085
Nottingham Advisors
New York
$236K -$2.68K -20 -1%
MLL
2086
Moody Lynn & Lieberson
Massachusetts
$235K – – –
CB
2087
CNB Bank
Pennsylvania
$235K -$20.5K -153 -8%
LAS
2088
LWM Advisory Services
Florida
$235K +$15.1K +113 +7%
COCM
2089
Charter Oak Capital Management
New Hampshire
$235K -$131K -982 -35%
BAM
2090
Boyar Asset Management
New York
$235K – – –
BWP
2091
Balboa Wealth Partners
Arizona
$234K +$1.6K +12 +0.7%
EVM
2092
Evelyn V. Moreno
$234K – – –
WCM
2093
Wedge Capital Management
North Carolina
$233K +$8.16K +61 +4%
RCA
2094
Resonant Capital Advisors
Wisconsin
$233K -$34.9K -261 -13%
GCA
2095
Gradient Capital Advisors
California
$232K +$669 +5 +0.3%
TWP
2096
Tempus Wealth Planning
California
$232K -$3.75K -28 -2%
CWM
2097
Centric Wealth Management
Illinois
$232K -$40.4K -302 -15%
SFS
2098
Security Financial Services
Indiana
$232K – – –
EIG
2099
Ellenbecker Investment Group
Wisconsin
$232K -$9.9K -74 -4%
CWA
2100
Continuum Wealth Advisors
New York
$232K +$401 +3 +0.2%
82 83
84
85 86