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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1401
SC&H Financial Advisors
Maryland
$315K +$302K +766 New
IGWM
1402
ICA Group Wealth Management
Colorado
$314K +$31.5K +80 +12%
LI
1403
LMCG Investments
Massachusetts
$314K -$91.9K -233 -23%
IIM
1404
InTrack Investment Management
Vermont
$314K -$49.3K -125 -14%
RWA
1405
Rooted Wealth Advisors
Illinois
$313K – – –
FL
1406
Fort LP
Maryland
$313K -$33.9K -86 -10%
TA
1407
TrueWealth Advisors
Alabama
$313K +$19.3K +49 +7%
JSW
1408
Journey Strategic Wealth
New Jersey
$311K +$298K +756 New
FAFN
1409
First Affirmative Financial Network
Colorado
$311K -$2.76K -7 -0.9%
HBT
1410
Heartland Bank & Trust
Illinois
$307K -$22.5K -57 -7%
NJIM
1411
Nabity-Jensen Investment Management
Nebraska
$306K +$294K +746 New
CAM
1412
Cozad Asset Management
Illinois
$306K – – –
FFP
1413
FourThought Financial Partners
Florida
$306K -$9.07K -23 -3%
BAM
1414
Berkshire Asset Management
Pennsylvania
$304K -$47.3K -120 -14%
GIM
1415
Goelzer Investment Management
Indiana
$304K +$292K +740 New
CCA
1416
Cottonwood Capital Advisors
Utah
$303K -$44.6K -113 -13%
CWM
1417
Cahaba Wealth Management
Georgia
$300K -$99.8K -253 -26%
CCWM
1418
Cassaday & Co Wealth Management
Virginia
$298K +$5.92K +15 +2%
RB
1419
Renasant Bank
Mississippi
$298K -$107K -272 -27%
FNBOH
1420
First National Bank of Hutchinson
Kansas
$295K -$90.7K -230 -24%
CC
1421
Callan Capital
California
$292K -$28K -71 -9%
AGWCA
1422
Annis Gardner Whiting Capital Advisors
Florida
$292K – – –
RFA
1423
Resurgent Financial Advisors
Georgia
$292K +$34.7K +88 +14%
AAP
1424
Arax Advisory Partners
Colorado
$290K +$69.4K +176 +33%
PA
1425
Prossimo Advisors
California
$290K +$52.1K +132 +23%
55 56
57
58 59