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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
3251
Acorn Financial Advisory Services
Virginia
$224K -$36.3K -69 -13%
HIS
3252
Horizon Investment Services
Indiana
$224K -$11.6K -22 -5%
AIMA
3253
Ables Iannone Moore & Associates
Georgia
$223K +$17.9K +34 +8%
AFP
3254
Alpha Financial Partners
Kentucky
$223K -$36.9K -70 -14%
NF
3255
Nikulski Financial
Iowa
$222K -$1.28M -2,424 -84%
GCIG
3256
Grand Central Investment Group
Florida
$222K – – –
BSC
3257
Brown Shipley & Co
United Kingdom
$222K +$5.27K +10 +2%
CPG
3258
Cornerstone Planning Group
New Jersey
$222K +$10.5K +20 +5%
EFP
3259
Elser Financial Planning
Indiana
$222K +$236K +449 New
BHPW
3260
Box Hill Private Wealth
Arizona
$222K -$52.7K -100 -18%
CW
3261
Cedarwood Wealth
Colorado
$221K +$233K +442 New
SO
3262
Sierra Ocean
California
$221K -$6.85K -13 -3%
NC
3263
nVerses Capital
Florida
$220K +$232K +441 New
BW
3264
Balance Wealth
Ohio
$220K -$527 -1 -0.2%
HG
3265
Harbor Group
New Hampshire
$220K -$89.5K -170 -28%
WCM
3266
Warburton Capital Management
Oklahoma
$220K -$1.58K -3 -0.7%
WWC
3267
Waypoint Wealth Counsel
Georgia
$219K -$199K -377 -46%
SIAP
3268
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K +$6.32K +12 +3%
FDS
3269
Freedom Day Solutions
Texas
$219K – – –
PIMG
3270
Patriot Investment Management Group
Tennessee
$218K – – –
MSWM
3271
McGlone Suttner Wealth Management
Wisconsin
$218K – – –
PBF
3272
Petix & Botte Financial
California
$218K +$115K +218 New
RA
3273
Resolute Advisors
California
$218K +$230K +436 New
GAFA
3274
Garton & Associates Financial Advisors
Kentucky
$218K – – –
DWP
3275
Destiny Wealth Partners
Florida
$217K +$12.1K +23 +6%
129 130
131
132 133