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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3226
Schulz Wealth
Texas
$224K +$1.66K +3 +0.8%
TWM
3227
Topsail Wealth Management
North Carolina
$223K -$57.5K -104 -21%
TAM
3228
TCP Asset Management
Ohio
$223K +$1.66K +3 +0.8%
IPW
3229
Intergy Private Wealth
Colorado
$223K +$220K +397 New
QIM
3230
Quantitative Investment Management
Virginia
$223K -$1.29M -2,325 -85%
SA
3231
Skyline Advisors
Washington
$223K -$4.42K -8 -2%
DFP
3232
Defined Financial Planning
California
$222K +$223K +404 New
TC
3233
Trust Company
Kansas
$221K -$401K -726 -65%
PMG
3234
Private Management Group
California
$221K +$218K +394 New
AWC
3235
Abundance Wealth Counselors
Pennsylvania
$221K +$7.19K +13 +3%
RSWA
3236
Robinson Smith Wealth Advisors
Maine
$221K -$7.74K -14 -3%
HCM
3237
Hutchinson Capital Management
California
$221K +$553 +1 +0.3%
OAS
3238
Optivise Advisory Services
Tennessee
$220K -$5.53K -10 -2%
HFS
3239
Hopwood Financial Services
Virginia
$220K – – –
PAM
3240
PCG Asset Management
New Jersey
$220K -$16K -29 -7%
HIS
3241
Horizon Investment Services
Indiana
$219K -$16.6K -30 -7%
KFSC
3242
Keystone Financial Services (Colorado)
Colorado
$219K -$6.64K -12 -3%
TCM
3243
Tandem Capital Management
New Jersey
$219K – – –
YCG
3244
Yeomans Consulting Group
Georgia
$219K -$17.1K -31 -7%
GSWM
3245
Greenup Street Wealth Management
Michigan
$217K +$213K +386 New
SFWC
3246
Strategic Family Wealth Counselors
New Jersey
$216K – – –
OWA
3247
Opal Wealth Advisors
New York
$216K +$47K +85 +28%
ACM
3248
Argyle Capital Management
Pennsylvania
$215K – – –
HCM
3249
Hall Capital Management
Rhode Island
$215K – – –
STB
3250
S&T Bank
Pennsylvania
$215K +$3.32K +6 +2%
128 129
130
131 132