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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
3251
BCS Private Wealth Management
New Jersey
$225K +$238K +451 New
ODA
3252
One Degree Advisors
California
$225K -$39.5K -75 -14%
FNWA
3253
Financial Network Wealth Advisors
Utah
$225K -$83.7K -159 -26%
WMA
3254
William Mack & Associates
Michigan
$225K -$14.7K -28 -6%
LIA
3255
LifePlan Investment Advisors
North Carolina
$225K -$7.9K -15 -3%
ZWA
3256
Zinnia Wealth Advisory
Florida
$224K +$236K +449 New
ZI
3257
ZEGA Investments
Florida
$224K +$527 +1 +0.2%
GG
3258
Greenwood Gearhart
Arkansas
$224K +$236K +448 New
PC
3259
Purewater Capital
Texas
$224K +$236K +448 New
WE
3260
Wealth Effects
Massachusetts
$224K – – –
AP
3261
Advisortrust Partners
North Carolina
$224K +$12.1K +23 +5%
AFAS
3262
Acorn Financial Advisory Services
Virginia
$224K -$36.3K -69 -13%
HIS
3263
Horizon Investment Services
Indiana
$224K -$11.6K -22 -5%
AIMA
3264
Ables Iannone Moore & Associates
Georgia
$223K +$17.9K +34 +8%
AFP
3265
Alpha Financial Partners
Kentucky
$223K -$36.9K -70 -14%
NF
3266
Nikulski Financial
Iowa
$222K -$1.28M -2,424 -84%
GCIG
3267
Grand Central Investment Group
Florida
$222K – – –
BSC
3268
Brown Shipley & Co
United Kingdom
$222K +$5.27K +10 +2%
CPG
3269
Cornerstone Planning Group
New Jersey
$222K +$10.5K +20 +5%
EFP
3270
Elser Financial Planning
Indiana
$222K +$236K +449 New
BHPW
3271
Box Hill Private Wealth
Arizona
$222K -$52.7K -100 -18%
CW
3272
Cedarwood Wealth
Colorado
$221K +$233K +442 New
SO
3273
Sierra Ocean
California
$221K -$6.85K -13 -3%
NC
3274
nVerses Capital
Florida
$220K +$232K +441 New
BW
3275
Balance Wealth
Ohio
$220K -$527 -1 -0.2%
129 130
131
132 133