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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3276
Invested Advisors
Pennsylvania
$223K -$24.8K -314 -10%
WH
3277
Whitcomb & Hess
Ohio
$223K – – –
MFG
3278
Mission Financial Group
Nevada
$223K +$216K +2,740 New
SRWM
3279
Shira Ridge Wealth Management
California
$223K – – –
TFCP
3280
Twin Focus Capital Partners
Massachusetts
$223K – – –
MWP
3281
Meriwether Wealth & Planning
Louisiana
$222K -$3.32K -42 -2%
SS
3282
STG Securities
New York
$222K +$216K +2,730 New
IAG
3283
Ipsen Advisor Group
Arkansas
$222K +$395 +5 +0.2%
IF
3284
Integrity Financial
Wyoming
$221K -$78.8K -998 -27%
PA
3285
Planning Alternatives
Michigan
$221K +$215K +2,721 New
NONA
3286
Ninety One North America
New York
$221K -$193K -2,448 -47%
BC
3287
BDFS Capital
Delaware
$221K -$14.2K -180 -6%
SIC
3288
SJS Investment Consulting
Ohio
$220K -$63.8K -808 -23%
PFG
3289
PAX Financial Group
Texas
$220K +$214K +2,708 New
HG
3290
Harbor Group
New Hampshire
$220K -$39.2K -496 -15%
MWM
3291
Mascagni Wealth Management
Mississippi
$219K +$213K +2,694 New
PWM
3292
Penobscot Wealth Management
Maine
$219K +$212K +2,690 New
EWA
3293
Emergent Wealth Advisors
New York
$219K +$4.19K +53 +2%
LFA
3294
Lauterbach Financial Advisors
Texas
$218K – – –
HPC
3295
Hobart Private Capital
North Carolina
$218K +$212K +2,682 New
SIM
3296
Sterling Investment Management
Arizona
$218K – – –
MI
3297
Moneywise Inc
Virginia
$218K +$1.34K +17 +0.6%
WG
3298
Warner Group
Connecticut
$218K +$212K +2,678 New
GJWM
3299
Gilliland Jeter Wealth Management
Arkansas
$218K +$158 +2 +0.1%
PK
3300
Pflug Koory
Nebraska
$218K – – –
130 131
132
133 134