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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2726
Marco Investment Management
Georgia
$235K – – –
FAP
2727
Financial Advisory Partners
Florida
$235K – – –
GMA
2728
Glassy Mountain Advisors
Maryland
$235K – – –
SMFG
2729
Sumitomo Mitsui Financial Group
Japan
$234K -$20.1K -50 -8%
VCM
2730
Versant Capital Management
Arizona
$234K -$7.63K -19 -3%
NEWAS
2731
N.E.W. Advisory Services
Wisconsin
$233K -$21.3K -53 -9%
GHA
2732
GW Henssler & Associates
Georgia
$233K – – –
JTWM
2733
Jackson Thornton Wealth Management
Alabama
$233K -$4.82K -12 -2%
ODG
2734
O'Dell Group
Ohio
$233K – – –
IIA
2735
Integral Investment Advisors
California
$232K +$7.63K +19 +4%
FAT
2736
First American Trust
California
$232K +$218K +543 New
AWC
2737
Abundance Wealth Counselors
Pennsylvania
$231K -$40.2K -100 -16%
WBG
2738
Wharton Business Group
Pennsylvania
$231K – – –
KIG
2739
Kowal Investment Group
Wisconsin
$230K +$216K +538 New
HFP
2740
Holistic Financial Partners
Indiana
$229K -$9.24K -23 -4%
WB
2741
West Bancorporation
Iowa
$229K -$2.81K -7 -1%
AWM
2742
Activest Wealth Management
Florida
$229K +$100K +250 +87%
EGM
2743
Engineers Gate Manager
New York
$228K -$439K -1,094 -67%
CWG
2744
Crown Wealth Group
North Carolina
$228K +$215K +535 New
AWA
2745
Aletheian Wealth Advisors
Washington
$228K -$20.9K -52 -9%
IAG
2746
Investment Advisory Group
Massachusetts
$227K – – –
AWE
2747
Avidian Wealth Enterprises
Texas
$227K -$214K -532 -50%
MAP
2748
Moody Aldrich Partners
Massachusetts
$226K – – –
FMP
2749
Financial Management Professionals
Texas
$226K -$1.21K -3 -0.6%
FFBTD
2750
First Financial Bank - Trust Division
Ohio
$226K -$13.7K -34 -6%
108 109
110
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