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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
2551
Tennessee Valley Asset Management Partners
Tennessee
$222K – – –
TWP
2552
Tempus Wealth Planning
California
$221K -$61.9K -165 -23%
BONH
2553
Bank of New Hampshire
New Hampshire
$220K – – –
PR
2554
Payden & Rygel
California
$220K – – –
HB
2555
Horizon Bancorp
Indiana
$220K +$15.8K +42 +8%
WPW
2556
Watershed Private Wealth
Illinois
$220K – – –
WWP
2557
WR Wealth Planners
Missouri
$219K +$52.5K +140 +33%
EA
2558
Emerald Advisors
Washington
$219K +$209K +557 New
GCA
2559
Greenwood Capital Associates
South Carolina
$219K -$3.38K -9 -2%
HFP
2560
Holistic Financial Partners
Indiana
$217K -$1.88K -5 -0.9%
FA
2561
Fountainhead AM
New Jersey
$217K +$207K +552 New
RIS
2562
Retirement Income Solutions
Michigan
$217K +$207K +552 New
WHG
2563
Westwood Holdings Group
Texas
$217K -$33.4K -89 -14%
CWM
2564
Cherrydale Wealth Management
New Jersey
$217K +$207K +551 New
TCM
2565
Tufton Capital Management
Maryland
$216K -$103K -275 -33%
FAP
2566
Financial Advisory Partners
Florida
$216K +$206K +550 New
GMA
2567
Glassy Mountain Advisors
Maryland
$216K +$206K +550 New
WE
2568
Wealth Effects
Massachusetts
$216K +$206K +550 New
GHA
2569
GW Henssler & Associates
Georgia
$216K +$206K +549 New
MKA
2570
M. Kulyk & Associates
Georgia
$216K -$15.4K -41 -7%
KIA
2571
KLR Investment Advisors
Rhode Island
$216K -$11.6K -31 -5%
SFC
2572
Strategic Financial Concepts
Texas
$215K -$9.38K -25 -4%
VCM
2573
Versant Capital Management
Arizona
$215K +$4.5K +12 +2%
VDI
2574
Vaughan David Investments
Illinois
$214K -$6.38K -17 -3%
FFBTD
2575
First Financial Bank - Trust Division
Ohio
$214K -$22.5K -60 -10%
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