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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3076
Anderson Financial Strategies
Ohio
$322K +$5.03K +9 +2%
HFP
3077
Holistic Financial Partners
Indiana
$322K -$11.2K -20 -3%
OCG
3078
Opus Capital Group
Ohio
$321K +$67.1K +120 +27%
DWM
3079
Denver Wealth Management
Colorado
$320K -$1.68K -3 -0.5%
PR
3080
Payden & Rygel
California
$320K – – –
NWWA
3081
New Wave Wealth Advisors
Arkansas
$319K -$195K -348 -38%
TPF
3082
Tribridge Partners Financial
Maryland
$319K – – –
B
3083
Barings
North Carolina
$318K +$7.83K +14 +3%
EFL
3084
ERn Financial LLC
Wisconsin
$318K -$16.2K -29 -5%
IWP
3085
Innova Wealth Partners
Pennsylvania
$316K +$26.8K +48 +9%
CWM
3086
Cahaba Wealth Management
Georgia
$316K -$3.91K -7 -1%
WF
3087
Wayfinding Financial
Washington
$314K +$6.71K +12 +2%
AA
3088
Addison Advisors
Vermont
$314K +$7.83K +14 +3%
FAP
3089
Financial Advisory Partners
Florida
$314K – – –
KPPF
3090
Klein Pavlis & Peasley Financial
California
$313K -$2.24K -4 -0.7%
MW
3091
Members Wealth
Pennsylvania
$313K -$24K -43 -7%
ACM
3092
Andina Capital Management
Utah
$313K -$14.5K -26 -5%
NWAG
3093
Net Worth Advisory Group
Utah
$312K -$743K -1,329 -71%
TWM
3094
Topsail Wealth Management
North Carolina
$312K -$11.2K -20 -4%
AB
3095
ANB Bank
Colorado
$312K -$1.12K -2 -0.4%
PFA
3096
Pathway Financial Advisers
Indiana
$312K +$4.47K +8 +1%
BHPW
3097
Box Hill Private Wealth
Arizona
$311K +$304K +544 New
IEFM
3098
IQ EQ Fund Management
Ireland
$311K – – –
MMCM
3099
Murphy & Mullick Capital Management
New York
$311K – – –
MHC
3100
Meyer Handelman Company
New York
$310K – – –
122 123
124
125 126