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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2526
AlphaCore Capital
California
$272K -$86.6K -415 -26%
HFP
2527
Holistic Financial Partners
Indiana
$272K -$39.9K -191 -14%
KBFS
2528
Kohmann Bosshard Financial Services
Ohio
$271K +$3.76K +18 +2%
GG
2529
GenWealth Group
New Jersey
$271K +$238K +1,140 New
CC
2530
Callan Capital
California
$270K +$248K +1,190 New
HIS
2531
Harvest Investment Services
Illinois
$269K -$18.6K -89 -7%
RWG
2532
Regal Wealth Group
California
$269K – – –
CANC
2533
Culbertson A N & Co
Virginia
$269K +$247K +1,185 New
BZWA
2534
Blue Zone Wealth Advisors
California
$267K +$246K +1,176 New
PFA
2535
Pathway Financial Advisors
Vermont
$267K +$246K +1,176 New
DP
2536
Dearborn Partners
Illinois
$266K +$245K +1,172 New
EPWM
2537
Essex Private Wealth Management
Massachusetts
$265K -$36.5K -175 -13%
HKIM
2538
Hayek Kallen Investment Management
Alabama
$265K +$244K +1,168 New
BMO
2539
Beck Mack & Oliver
New York
$265K +$244K +1,169 New
CF
2540
Corrigan Financial
Rhode Island
$264K +$243K +1,163 New
WFMPM
2541
Woodley Farra Manion Portfolio Management
Indiana
$264K -$20.9K -100 -8%
ARG
2542
Advisory Resource Group
Oklahoma
$264K +$243K +1,162 New
EMFAT
2543
Emerald Mutual Fund Advisers Trust
Pennsylvania
$264K +$243K +1,163 New
FSWA
2544
Financial Synergies Wealth Advisors
Texas
$263K +$242K +1,157 New
CAL
2545
Capital Advisors Ltd
Ohio
$262K -$12.5K -60 -5%
CFD
2546
Creative Financial Designs
Indiana
$262K +$162K +778 +207%
CSWG
2547
Cardinal Strategic Wealth Guidance
Kentucky
$262K +$241K +1,155 New
SAM
2548
Seelaus Asset Management
New Jersey
$262K +$241K +1,155 New
HFS
2549
Howard Financial Services
Texas
$261K -$262K -1,256 -52%
ST
2550
Sentinel Trust
Texas
$260K -$24.4K -117 -9%
100 101
102
103 104