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Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
3251
Cordasco Financial Network
Florida
$252K -$18.3K -55 -7%
PWP
3252
Personal Wealth Partners
Minnesota
$252K – – –
CCP
3253
Cassia Capital Partners
North Carolina
$252K +$248K +748 New
IIA
3254
Integral Investment Advisors
California
$251K +$248K +747 New
NWM
3255
Northcape Wealth Management
New York
$250K +$247K +744 New
TA
3256
TrueWealth Advisors
Alabama
$250K +$247K +744 New
FBA
3257
Front Barnett Associates
Illinois
$249K -$13.3K -40 -5%
MCM
3258
Monarch Capital Management
Indiana
$249K -$6.97K -21 -3%
CCM
3259
Chickasaw Capital Management
Tennessee
$249K – – –
WFMPM
3260
Woodley Farra Manion Portfolio Management
Indiana
$249K – – –
MRWM
3261
ML&R Wealth Management
Texas
$248K +$245K +738 New
TCOO
3262
Trust Company of Oklahoma
Oklahoma
$248K -$3.32K -10 -1%
SWG
3263
Summit Wealth Group
Vermont
$247K -$53.5K -161 -18%
AAM
3264
Augustine Asset Management
Florida
$247K -$4.65K -14 -2%
EAM
3265
Empirical Asset Management
Massachusetts
$247K +$243K +733 New
I
3266
IMPACTfolio
Colorado
$247K +$244K +735 New
CFA
3267
Capstone Financial Advisors
Illinois
$246K -$31.2K -94 -11%
LFA
3268
Level Financial Advisors
New York
$245K +$241K +727 New
EHAM
3269
Eagle Harbor Asset Management
Washington
$245K +$241K +727 New
PFA
3270
Pinnacle Family Advisors
Missouri
$244K -$140K -423 -37%
CT
3271
Clearstead Trust
Maine
$244K – – –
MSFP
3272
Mark Sheptoff Financial Planning
Connecticut
$244K – – –
PFA
3273
Plotkin Financial Advisors
Maryland
$244K +$16.6K +50 +7%
WWG
3274
West Wealth Group
California
$243K +$241K +725 New
WMP
3275
Wealth Management Partners
Arizona
$243K +$332K +1,000 New
129 130
131
132 133