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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3301
Holistic Planning
Texas
$202K +$199K +359 New
SIA
3302
Schear Investment Advisers
Ohio
$201K -$13.8K -25 -7%
BI
3303
Bolthouse Investments
California
$201K +$197K +357 New
WA
3304
WPG Advisers
Maryland
$199K -$18.3K -33 -9%
BBPWM
3305
Blue Bell Private Wealth Management
Pennsylvania
$198K -$14.9K -27 -7%
S
3306
Sachetta
Massachusetts
$198K +$8.85K +16 +5%
AWM
3307
Abound Wealth Management
Tennessee
$197K +$22.7K +41 +13%
AIM
3308
Arcadia Investment Management
Michigan
$197K -$121K -218 -38%
POIA
3309
Pin Oak Investment Advisors
Texas
$192K – – –
WTA
3310
Washington Trust Advisors
Massachusetts
$191K +$9.95K +18 +6%
AWM
3311
Activest Wealth Management
Florida
$188K -$2.77K -5 -1%
CPG
3312
Cornerstone Planning Group
New Jersey
$186K +$9.4K +17 +5%
MHR
3313
Matthew Hamilton Rosenberg
$182K +$17.7K +32 +11%
FC
3314
Fairscale Capital
New Hampshire
$182K +$64.7K +117 +58%
FRA
3315
Front Row Advisors
California
$180K +$138K +250 +352%
CIAS
3316
CBIZ Investment Advisory Services
Ohio
$180K -$36.5K -66 -17%
CM
3317
Capula Management
Cayman Islands
$178K -$208K -377 -54%
WA
3318
Whipplewood Advisors
Colorado
$177K -$53.1K -96 -23%
BDPWM
3319
Barnes Dennig Private Wealth Management
Ohio
$174K +$171K +309 New
SWA
3320
SOA Wealth Advisors
New York
$170K +$102K +185 +158%
CFFP
3321
Center for Financial Planning
Michigan
$169K – – –
CAM
3322
Cacti Asset Management
Georgia
$165K – – –
BOJHT
3323
Bank of Jackson Hole Trust
Wyoming
$158K +$61.9K +112 +66%
TLCM
3324
Twin Lakes Capital Management
California
$155K – – –
MWA
3325
Medallion Wealth Advisors
Connecticut
$154K – – –
131 132
133
134 135