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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
4801
Painted Porch Advisors
California
$307K -$38.7K -305 -10%
BWA
4802
BCU Wealth Advisors
Illinois
$307K – – –
FW
4803
FullCircle Wealth
Texas
$306K +$18.4K +145 +5%
SPWM
4804
Straight Path Wealth Management
Michigan
$306K +$47.3K +373 +15%
BFA
4805
Brown Financial Advisory
Alabama
$303K +$354K +2,796 New
TWA
4806
Trace Wealth Advisors
California
$303K -$5.45K -43 -2%
HWA
4807
Hillcrest Wealth Advisors
New Jersey
$301K – – –
FAC
4808
Financial Advisory Corporation
Michigan
$299K – – –
HFBOT
4809
Home Federal Bank of Tennessee
Tennessee
$298K -$63.4K -500 -15%
CWP
4810
Clark Wealth Partners
Illinois
$298K -$10K -79 -3%
RWP
4811
Ridgeline Wealth Planning
Ohio
$297K +$347K +2,740 New
FA
4812
Financial Advisors
Massachusetts
$296K -$10K -79 -3%
ECML
4813
Eagle Capital Management (Louisiana)
Louisiana
$296K +$346K +2,732 New
BIA
4814
BHK Investment Advisors
Alabama
$296K +$64.4K +508 +23%
AFA
4815
Avant Financial Advisors
Texas
$295K -$160K -1,265 -32%
MWP
4816
MYCIO Wealth Partners
Pennsylvania
$295K – – –
HFS
4817
Horizon Financial Services
North Carolina
$293K -$2.03K -16 -0.6%
BFS
4818
Bare Financial Services
Pennsylvania
$292K +$24.5K +193 +8%
OIS
4819
Okabena Investment Services
Minnesota
$291K +$340K +2,685 New
ATC
4820
Advantage Trust Company
Kansas
$291K +$142K +1,121 +72%
TCM
4821
Twele Capital Management
Minnesota
$289K – – –
AAM
4822
Auxier Asset Management
Oregon
$289K +$50.7K +400 +18%
SCP
4823
Stevens Capital Partners
Nebraska
$289K -$303K -2,387 -47%
FFIC
4824
First Fiduciary Investment Counsel
Ohio
$288K -$33.7K -266 -9%
MPM
4825
MBB Public Markets
Illinois
$288K +$337K +2,657 New
191 192
193
194 195