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Name Holding Trade Value Shares
Change 		Change in
Stake
A
2126
AJOVista
Massachusetts
$245K – – –
AFP
2127
Alpha Financial Partners
Kentucky
$244K -$88K -1,560 -28%
MPCL
2128
My Personal CFO LLC
Washington
$244K +$227K +4,020 New
WMR
2129
Wealth Management Resources
Rhode Island
$244K +$227K +4,020 New
AA
2130
Acorns Advisers
California
$244K +$227K +4,020 New
PA
2131
PFW Advisors
Georgia
$244K +$226K +4,010 New
IIM
2132
Intact Investment Management
Quebec, Canada
$243K -$378K -6,700 -63%
HI
2133
Hoey Investments
Pennsylvania
$243K +$28.2K +500 +14%
SN
2134
Sittner & Nelson
Oregon
$243K +$28.2K +500 +14%
AWM
2135
Alterna Wealth Management
Texas
$243K +$226K +4,000 New
MPIA
2136
Mountain Pacific Investment Advisers
Idaho
$243K +$226K +4,000 New
SWA
2137
Sightline Wealth Advisors
Connecticut
$241K +$224K +3,970 New
SW
2138
SlateStone Wealth
Florida
$241K +$223K +3,960 New
OPWM
2139
Oxinas Partners Wealth Management
Indiana
$241K -$299K -5,300 -57%
CWC
2140
Carolinas Wealth Consulting
North Carolina
$240K +$5.64K +100 +3%
HKAM
2141
Horizon Kinetics Asset Management
New York
$240K +$223K +3,950 New
SWM
2142
Selective Wealth Management
Virginia
$239K +$218K +3,870 New
PA
2143
PFG Advisors
Arizona
$239K -$41.2K -730 -16%
AIM
2144
Allen Investment Management
New York
$239K -$28.2K -500 -11%
PMG
2145
ProVise Management Group
Florida
$239K +$222K +3,930 New
FFBTD
2146
First Financial Bank - Trust Division
Ohio
$239K -$14.1K -250 -6%
FC
2147
Financial Council
Maryland
$237K +$220K +3,910 New
SPC
2148
Spirepoint Private Client
Florida
$237K +$220K +3,910 New
FMB
2149
Field & Main Bank
Kentucky
$237K – – –
SIC
2150
SJS Investment Consulting
Ohio
$236K +$24.2K +430 +12%
84 85
86
87 88