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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3976
WBH Advisory
Maryland
$994K – – –
WMN
3977
Wealth Management Nebraska
Nebraska
$994K +$215K +1,696 +23%
RIA
3978
Retirement Investment Advisors
Oklahoma
$993K -$176K -1,391 -13%
LWM
3979
Lionshead Wealth Management
New York
$991K -$397K -3,131 -26%
JFGLC
3980
Johnson Financial Group LLC (Colorado)
Colorado
$991K +$1.16M +9,143 New
PBO
3981
Peoples Bank (Ohio)
Ohio
$988K -$944K -7,452 -45%
SA
3982
Stewardship Advisors
Pennsylvania
$987K +$171K +1,353 +17%
KA
3983
Kooman & Associates
Pennsylvania
$983K -$28.1K -222 -2%
LOPW
3984
Live Oak Private Wealth
North Carolina
$982K +$56.3K +444 +5%
BBW
3985
Blue Barn Wealth
Utah
$981K -$31.7K -250 -3%
RIS
3986
Retirement Income Solutions
Michigan
$981K +$17.9K +141 +2%
HB
3987
Horizon Bancorp
Indiana
$977K -$132K -1,045 -10%
CFGSD
3988
Compass Financial Group (South Dakota)
South Dakota
$977K +$77.8K +614 +7%
UFA
3989
US Financial Advisors
Massachusetts
$976K -$3.04K -24 -0.3%
BI
3990
Ballast Inc
Kentucky
$976K +$170K +1,341 +17%
EIP
3991
Ellis Investment Partners
Pennsylvania
$975K +$148K +1,165 +15%
JE
3992
JMAC Enterprises
Pennsylvania
$974K -$7.74M -61,062 -87%
SG
3993
Somerset Group
Minnesota
$974K +$196K +1,547 +21%
KFS
3994
Keynote Financial Services
Connecticut
$974K +$481K +3,799 +73%
DEM
3995
Disciplined Equity Management
Florida
$973K -$475K -3,750 -29%
AAM
3996
Ameraudi Asset Management
New York
$973K – – –
FP
3997
Foundry Partners
Minnesota
$970K +$52K +410 +5%
ORAM
3998
One River Asset Management
Connecticut
$969K -$2.19M -17,246 -66%
ACA
3999
Affinity Capital Advisors
California
$967K +$181K +1,429 +20%
SHWM
4000
Smith & Howard Wealth Management
Georgia
$966K +$144K +1,137 +15%
158 159
160
161 162