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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
3051
KPP Advisory Services
Kentucky
$276K – – –
GF
3052
GGM Financials
Ohio
$276K +$574 +1 +0.2%
PP
3053
Postrock Partners
Oregon
$275K – – –
HWA
3054
Heartwood Wealth Advisors
Virginia
$275K – – –
TL
3055
Tradewinds LLC
North Carolina
$275K +$277K +483 New
BFA
3056
Bill Few Associates
Pennsylvania
$274K +$15.5K +27 +6%
FZCM
3057
Flynn Zito Capital Management
New York
$273K – – –
BONH
3058
Bank of New Hampshire
New Hampshire
$273K – – –
MCP
3059
Mirador Capital Partners
California
$273K +$37.9K +66 +16%
WAM
3060
Wolverine Asset Management
Illinois
$272K -$498K -868 -64%
RAS
3061
RPS Advisory Solutions
Kentucky
$272K +$274K +477 New
WAM
3062
Wallington Asset Management
Indiana
$271K -$6.89K -12 -2%
TSMHT
3063
Thurston Springer Miller Herd & Titak
Indiana
$271K -$2.17M -3,784 -89%
AR
3064
Apeiron RIA
Texas
$271K – – –
CCA
3065
Carrera Capital Advisors
Michigan
$270K -$11.5K -20 -4%
LOAMU
3066
Lombard Odier Asset Management (USA)
New York
$270K +$272K +474 New
PFS
3067
Prospect Financial Services
New York
$270K +$14.4K +25 +6%
MSWM
3068
McGlone Suttner Wealth Management
Wisconsin
$269K -$574 -1 -0.2%
OA
3069
Operose Advisors
Wisconsin
$268K -$9.76K -17 -3%
ZAM
3070
Zevin Asset Management
Massachusetts
$268K +$271K +472 New
TA
3071
Tactive Advisors
Florida
$268K -$143K -249 -35%
WWM
3072
Wiser Wealth Management
Georgia
$268K +$59.2K +103 +28%
CCM
3073
Crabel Capital Management
California
$268K +$270K +471 New
FS
3074
Financial Symmetry
North Carolina
$267K – – –
GRA
3075
Golden Road Advisors
Florida
$267K +$37.9K +66 +16%
121 122
123
124 125