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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2426
Adamsbrown Wealth Consultants
Kansas
$325K +$28.7K +505 +10%
HFA
2427
High Falls Advisors
New York
$325K – – –
MAM
2428
Meeder Asset Management
Ohio
$324K +$39.5K +696 +14%
KWA
2429
Kellett Wealth Advisors
Ohio
$324K +$18.1K +318 +6%
S
2430
Sunpointe
Missouri
$323K +$312K +5,489 New
WIA
2431
Wetzel Investment Advisors
Indiana
$323K +$312K +5,486 New
VFP
2432
Verus Financial Partners
Virginia
$323K +$64K +1,126 +26%
SWM
2433
Selective Wealth Management
Virginia
$323K -$3.52K -62 -1%
FIBT
2434
First International Bank & Trust
North Dakota
$322K – – –
RFN
2435
Redwood Financial Network
Ohio
$321K -$14.4K -254 -4%
FFG
2436
Frisch Financial Group
New York
$321K +$2.61K +46 +0.9%
CCM
2437
Chiron Capital Management
Florida
$319K -$44.6K -785 -13%
RW
2438
Rede Wealth
Virginia
$319K – – –
SFA
2439
Source Financial Advisors
New York
$318K +$59.1K +1,040 +24%
VC
2440
Vicus Capital
Pennsylvania
$318K -$250K -4,395 -45%
AL
2441
ADE LLC
Maryland
$318K – – –
HP
2442
Holistic Planning
Texas
$317K +$306K +5,387 New
CFO
2443
Colony Family Offices
North Carolina
$317K – – –
BFS
2444
Burkett Financial Services
South Carolina
$317K +$305K +5,378 New
SLC
2445
Second Line Capital
Louisiana
$316K +$305K +5,367 New
ACM
2446
Alethea Capital Management
Washington
$315K – – –
HI
2447
Humankind Investments
New York
$314K +$15.1K +266 +5%
OWA
2448
Outlook Wealth Advisors
Texas
$314K +$70.5K +1,241 +30%
FDDB
2449
Fidelity D&D Bancorp
Pennsylvania
$314K -$164K -2,884 -35%
TPWA
2450
TRUE Private Wealth Advisors
Oregon
$313K -$706K -12,431 -70%
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98
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