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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
3201
Olistico Wealth
Oklahoma
$219K – – –
SWC
3202
Spectrum Wealth Counsel
Indiana
$219K – – –
TT
3203
TI-Trust
Illinois
$219K – – –
CWM
3204
Consultiva Wealth Management
Puerto Rico
$219K +$218K +400 New
SCA
3205
Sassicaia Capital Advisers
New York
$219K +$218K +400 New
VIP
3206
Viewpoint Investment Partners
Alberta, Canada
$219K +$218K +400 New
MCIA
3207
Mountain Capital Investment Advisors
Colorado
$219K +$1.09K +2 +0.5%
VW
3208
Vance Wealth
California
$218K +$217K +398 New
EA
3209
Ellsworth Advisors
Ohio
$218K -$14.2K -26 -6%
LFS
3210
Lutz Financial Services
Nebraska
$218K -$3.81K -7 -2%
FNWM
3211
Financial Network Wealth Management
Utah
$217K – – –
SW
3212
Schulz Wealth
Texas
$217K – – –
TAM
3213
TCP Asset Management
Ohio
$216K – – –
VHAM
3214
Van Hulzen Asset Management
California
$215K +$14.2K +26 +7%
MWM
3215
Momentous Wealth Management
Washington
$215K +$1.63K +3 +0.8%
HCM
3216
Hutchinson Capital Management
California
$215K -$544 -1 -0.3%
HFS
3217
Hopwood Financial Services
Virginia
$215K – – –
TCM
3218
Tandem Capital Management
New Jersey
$213K – – –
AWC
3219
Abundance Wealth Counselors
Pennsylvania
$213K -$5.44K -10 -2%
WA
3220
WPG Advisers
Maryland
$212K -$112K -206 -35%
SDWMA
3221
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K – – –
UWM
3222
USAdvisors Wealth Management
Minnesota
$212K -$5.44K -10 -3%
CIAS
3223
CBIZ Investment Advisory Services
Ohio
$211K +$27.2K +50 +15%
SFWC
3224
Strategic Family Wealth Counselors
New Jersey
$211K -$2.18K -4 -1%
GRA
3225
Golden Road Advisors
Florida
$210K -$2.72K -5 -1%
127 128
129
130 131