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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
4876
Corepath Wealth Partners
Arizona
$243K -$22.7K -34 -8%
HWMO
4877
Heritage Wealth Management (Ohio)
Ohio
$242K +$8.01K +12 +3%
PWS
4878
Peloton Wealth Strategists
Indiana
$241K +$50.1K +75 +26%
GC
4879
Gibson Capital
Pennsylvania
$241K – – –
APW
4880
Axim Planning & Wealth
Ohio
$241K +$7.34K +11 +3%
PFM
4881
Patton Fund Management
Texas
$240K -$25.4K -38 -9%
PFA
4882
Portland Financial Advisors
New York
$240K – – –
LWA
4883
Lifelong Wealth Advisors
Minnesota
$240K +$2K +3 +0.8%
AMG
4884
Advisors Management Group
Wisconsin
$240K -$5.34K -8 -2%
MJFG
4885
Mars Jewett Financial Group
Washington
$240K +$240K +359 New
HNH
4886
Hopwood Nicholas Hunter
$239K +$242K +363 New
CIAS
4887
CBIZ Investment Advisory Services
Ohio
$239K -$62.1K -93 -20%
AA
4888
Alpha Advisors
Virginia
$239K +$34.1K +51 +16%
PD
4889
Planning Directions
Pennsylvania
$239K +$40.1K +60 +20%
KPPF
4890
Klein Pavlis & Peasley Financial
California
$238K +$241K +361 New
ACA
4891
Anchor Capital Advisors
Massachusetts
$238K – – –
FNWA
4892
Financial Network Wealth Advisors
Utah
$238K +$19.4K +29 +9%
BCM
4893
Bluefin Capital Management
New York
$236K +$239K +358 New
VST
4894
Van Strum & Towne
California
$235K -$20K -30 -8%
CWM
4895
ClientFirst Wealth Management
Arkansas
$235K – – –
LRIC
4896
Long Road Investment Counsel
Michigan
$234K – – –
JTF
4897
J. Team Financial
Texas
$234K +$2K +3 +0.9%
KRW
4898
Kaufman Rossin Wealth
Florida
$233K -$117K -175 -33%
1CM
4899
1492 Capital Management
Wisconsin
$233K -$109K -163 -32%
MRP
4900
Measured Risk Portfolios
California
$233K -$2.67K -4 -1%
194 195
196
197 198