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Name Holding Trade Value Shares
Change 		Change in
Stake
CGF
4251
Constant Guidance Financial
Massachusetts
$339K -$831K -8,220 -75%
SPL
4252
Smart Portfolios LLC
Washington
$337K +$29.3K +290 +12%
AWA
4253
Authentikos Wealth Advisory
California
$336K +$18.6K +184 +7%
VBFG
4254
Vishria Bird Financial Group
Tennessee
$335K -$29.3K -290 -10%
EIA
4255
Eldridge Investment Advisors
New Hampshire
$334K +$273K +2,700 New
HAS
4256
Holland Advisory Services
Florida
$333K +$273K +2,699 New
NRD
4257
Nebula Research & Development
New York
$333K -$2.12M -21,013 -89%
FA
4258
Financial Advisors
Massachusetts
$333K +$3.44K +34 +1%
VPWA
4259
Vestia Personal Wealth Advisors
Indiana
$332K +$272K +2,689 New
TCM
4260
Twele Capital Management
Minnesota
$330K -$135K -1,333 -33%
BFS
4261
Bare Financial Services
Pennsylvania
$328K – – –
WAM
4262
WFA Asset Management
Wisconsin
$327K +$113K +1,118 +73%
AA
4263
Alesco Advisors
New York
$327K +$268K +2,646 New
CWM
4264
Core Wealth Management
Florida
$326K +$267K +2,640 New
AAM
4265
Auxier Asset Management
Oregon
$325K – – –
PP
4266
Pingora Partners
Wyoming
$324K +$32.9K +325 +14%
PWP
4267
Phillips Wealth Planners
Mississippi
$324K +$243K +2,401 New
HWMG
4268
Hurlow Wealth Management Group
Indiana
$323K +$264K +2,616 New
AIA
4269
Allied Investment Advisors
Montana
$322K +$263K +2,605 New
SS
4270
Sound Stewardship
Kansas
$321K -$130K -1,289 -33%
SFG
4271
Sage Financial Group
Pennsylvania
$321K -$18.2K -180 -6%
RG
4272
Renaissance Group
Kentucky
$321K – – –
SIAG
4273
Signet Investment Advisory Group
Rhode Island
$321K +$263K +2,600 New
WF
4274
Warner Financial
Maryland
$321K – – –
CHJWM
4275
Carlton Hofferkamp & Jenks Wealth Management
Texas
$321K +$312K +3,090 New
169 170
171
172 173