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Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
3051
Roehl & Yi Investment Advisors
Oregon
$278K +$4.02K +7 +1%
HPIA
3052
Hamilton Point Investment Advisors
North Carolina
$278K – – –
BIG
3053
Builder Investment Group
Georgia
$276K – – –
KAS
3054
KPP Advisory Services
Kentucky
$276K – – –
GF
3055
GGM Financials
Ohio
$276K +$574 +1 +0.2%
PP
3056
Postrock Partners
Oregon
$275K – – –
HWA
3057
Heartwood Wealth Advisors
Virginia
$275K – – –
TL
3058
Tradewinds LLC
North Carolina
$275K +$277K +483 New
BFA
3059
Bill Few Associates
Pennsylvania
$274K +$15.5K +27 +6%
FZCM
3060
Flynn Zito Capital Management
New York
$273K – – –
BONH
3061
Bank of New Hampshire
New Hampshire
$273K – – –
MCP
3062
Mirador Capital Partners
California
$273K +$37.9K +66 +16%
WAM
3063
Wolverine Asset Management
Illinois
$272K -$498K -868 -64%
RAS
3064
RPS Advisory Solutions
Kentucky
$272K +$274K +477 New
WAM
3065
Wallington Asset Management
Indiana
$271K -$6.89K -12 -2%
TSMHT
3066
Thurston Springer Miller Herd & Titak
Indiana
$271K -$2.17M -3,784 -89%
AR
3067
Apeiron RIA
Texas
$271K – – –
CCA
3068
Carrera Capital Advisors
Michigan
$270K -$11.5K -20 -4%
LOAMU
3069
Lombard Odier Asset Management (USA)
New York
$270K +$272K +474 New
PFS
3070
Prospect Financial Services
New York
$270K +$14.4K +25 +6%
MSWM
3071
McGlone Suttner Wealth Management
Wisconsin
$269K -$574 -1 -0.2%
OA
3072
Operose Advisors
Wisconsin
$268K -$9.76K -17 -3%
ZAM
3073
Zevin Asset Management
Massachusetts
$268K +$271K +472 New
TA
3074
Tactive Advisors
Florida
$268K -$143K -249 -35%
WWM
3075
Wiser Wealth Management
Georgia
$268K +$59.2K +103 +28%
121 122
123
124 125