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Name Holding Trade Value Shares
Change 		Change in
Stake
3FI
5076
3 Factor Indexing
California
$1.21M – – –
IPW
5077
Intergy Private Wealth
Colorado
$1.21M +$218K +539 +20%
SSWG
5078
Seven Springs Wealth Group
Tennessee
$1.21M +$26.3K +65 +2%
GFL
5079
Granite FO LLC
New Hampshire
$1.21M – – –
PD
5080
Planning Directions
Pennsylvania
$1.21M -$88.6K -219 -6%
CCA
5081
Conservest Capital Advisors
Pennsylvania
$1.21M +$163K +402 +14%
MPW
5082
MASECO Private Wealth
$1.2M +$46.9K +116 +4%
PWM
5083
Pinnacle Wealth Management
California
$1.2M -$280K -691 -18%
DM
5084
Diker Management
New York
$1.2M -$18.2K -45 -1%
WF
5085
Warner Financial
Maryland
$1.2M +$5.26K +13 +0.4%
AIA
5086
Aventus Investment Advisors
Florida
$1.2M +$394K +973 +43%
HHRDM
5087
H&H Retirement Design & Management
Nevada
$1.19M -$178K -439 -13%
ACM
5088
Armbruster Capital Management
New York
$1.19M -$11.3K -28 -0.9%
WMWM
5089
Whitaker-Myers Wealth Managers
Ohio
$1.19M +$7.69K +19 +0.6%
BCA
5090
Bay Capital Advisors
Virginia
$1.19M +$4.86K +12 +0.4%
MFC
5091
Morris Financial Concepts
South Carolina
$1.19M +$20.6K +51 +2%
PA
5092
Persium Advisors
Georgia
$1.19M -$12.1K -30 -0.9%
SFA
5093
Seneca Financial Advisors
New York
$1.19M -$1.62K -4 -0.1%
DCBT
5094
Dakota Community Bank & Trust
North Dakota
$1.18M +$14.2K +35 +1%
TLA
5095
Tanglewood Legacy Advisors
Texas
$1.18M -$27.9K -69 -2%
SRCM
5096
Signature Resources Capital Management
California
$1.18M +$167K +412 +15%
GRA
5097
Golden Road Advisors
Florida
$1.18M +$96.7K +239 +8%
SF
5098
Schuylkill Financial
Pennsylvania
$1.18M +$1.28M +3,165 New
WWM
5099
WJ Wealth Management
Arizona
$1.18M -$195K -483 -13%
I2I
5100
Insight 2811 Inc
Illinois
$1.18M +$20.6K +51 +2%
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