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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
4251
Arkos Global Advisors
Texas
$343K -$4.45K -44 -2%
BWS
4252
BCR Wealth Strategies
Alabama
$340K +$5.05K +50 +2%
PIS
4253
POM Investment Strategies
North Carolina
$340K +$102K +1,010 +58%
WHAM
4254
Windmill Hill Asset Management
United Kingdom
$340K – – –
CGF
4255
Constant Guidance Financial
Massachusetts
$339K -$831K -8,220 -75%
SPL
4256
Smart Portfolios LLC
Washington
$337K +$29.3K +290 +12%
AWA
4257
Authentikos Wealth Advisory
California
$336K +$18.6K +184 +7%
VBFG
4258
Vishria Bird Financial Group
Tennessee
$335K -$29.3K -290 -10%
EIA
4259
Eldridge Investment Advisors
New Hampshire
$334K +$273K +2,700 New
HAS
4260
Holland Advisory Services
Florida
$333K +$273K +2,699 New
NRD
4261
Nebula Research & Development
New York
$333K -$2.12M -21,013 -89%
FA
4262
Financial Advisors
Massachusetts
$333K +$3.44K +34 +1%
VPWA
4263
Vestia Personal Wealth Advisors
Indiana
$332K +$272K +2,689 New
TCM
4264
Twele Capital Management
Minnesota
$330K -$135K -1,333 -33%
BFS
4265
Bare Financial Services
Pennsylvania
$328K – – –
WAM
4266
WFA Asset Management
Wisconsin
$327K +$113K +1,118 +73%
AA
4267
Alesco Advisors
New York
$327K +$268K +2,646 New
CWM
4268
Core Wealth Management
Florida
$326K +$267K +2,640 New
AAM
4269
Auxier Asset Management
Oregon
$325K – – –
PP
4270
Pingora Partners
Wyoming
$324K +$32.9K +325 +14%
PWP
4271
Phillips Wealth Planners
Mississippi
$324K +$243K +2,401 New
HWMG
4272
Hurlow Wealth Management Group
Indiana
$323K +$264K +2,616 New
AIA
4273
Allied Investment Advisors
Montana
$322K +$263K +2,605 New
SS
4274
Sound Stewardship
Kansas
$321K -$130K -1,289 -33%
SFG
4275
Sage Financial Group
Pennsylvania
$321K -$18.2K -180 -6%
169 170
171
172 173