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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
3051
Strategic Family Wealth Counselors
New Jersey
$675K +$6.69K +15 +1%
HFP
3052
Holistic Financial Partners
Indiana
$675K -$82.5K -185 -12%
LF
3053
Lantz Financial
Illinois
$673K -$1.78K -4 -0.3%
HL
3054
HeadInvest LLC
Maine
$673K +$42.4K +95 +7%
HBW
3055
Hazlett, Burt & Watson
West Virginia
$673K +$131K +294 +27%
TCM
3056
Triumph Capital Management
Colorado
$673K -$278K -623 -31%
YWM
3057
Yoder Wealth Management
California
$671K -$6.25K -14 -1%
SC
3058
Seldon Capital
California
$671K – – –
QCIG
3059
Quad-Cities Investment Group
Iowa
$671K -$4.46K -10 -0.7%
MPW
3060
Monterey Private Wealth
California
$670K +$10.7K +24 +2%
VI
3061
Versor Investments
New York
$667K -$117K -263 -16%
HI
3062
Hudock Inc
Pennsylvania
$666K +$73.2K +164 +14%
OWA
3063
ORBA Wealth Advisors
Illinois
$666K – – –
CA
3064
Calton & Associates
Florida
$665K -$718K -1,610 -54%
EA
3065
Ellsworth Advisors
Ohio
$664K +$54.4K +122 +10%
FNFDCM
3066
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$664K +$68.2K +153 +13%
AA
3067
Acorns Advisers
California
$664K +$214K +479 +54%
BWA
3068
BlueChip Wealth Advisors
Georgia
$664K -$168K -377 -22%
MWP
3069
Meredith Wealth Planning
Illinois
$663K -$4.91K -11 -0.8%
KDA
3070
Kraft Davis & Associates
Missouri
$661K -$172K -386 -21%
LNB
3071
Ledyard National Bank
$661K -$22.3K -50 -4%
LFS
3072
Legacy Financial Strategies
Kansas
$661K +$31.7K +71 +6%
PAWA
3073
Palo Alto Wealth Advisors
California
$661K +$446 +1 +0.1%
LAM
3074
Lakewood Asset Management
Illinois
$658K – – –
FFBTD
3075
First Financial Bank - Trust Division
Ohio
$658K -$125K -281 -17%
121 122
123
124 125