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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
5076
Sage Investment Counsel
Tennessee
$266K +$212K +1,684 New
PWM
5077
Provident Wealth Management
Tennessee
$266K -$23.9K -190 -10%
HFA
5078
Hershey Financial Advisers
Pennsylvania
$266K +$212K +1,682 New
KAM
5079
Kraft Asset Management
Tennessee
$266K -$328K -2,606 -61%
MS
5080
Marshall & Sullivan
Washington
$265K +$211K +1,680 New
AWP
5081
Accretive Wealth Partners
New Jersey
$263K +$210K +1,666 New
IWM
5082
Inlight Wealth Management
Georgia
$262K +$5.41K +43 +3%
KWM
5083
Kiker Wealth Management
Georgia
$260K -$8.43K -67 -4%
VF
5084
Vista Finance
Missouri
$258K +$206K +1,635 New
BRIA
5085
Balanced Rock Investment Advisors
Massachusetts
$258K +$205K +1,632 New
LP
5086
LGL Partners
Pennsylvania
$257K +$179K +1,420 New
EA
5087
Evergreen Advisors
Tennessee
$256K -$108K -857 -35%
TIM
5088
Thompson Investment Management
Wisconsin
$256K – – –
WFS
5089
Weitzel Financial Services
Iowa
$256K +$176K +1,395 New
TPF
5090
Tribridge Partners Financial
Maryland
$256K +$204K +1,621 New
SFSG
5091
Sound Financial Strategies Group
Mississippi
$256K +$204K +1,620 New
AIA
5092
Arbor Investment Advisors
North Carolina
$256K +$204K +1,619 New
PSA
5093
Plum Street Advisors
Louisiana
$254K -$63.3K -503 -24%
PS
5094
Portfolio Strategies
New York
$253K +$202K +1,604 New
NQWM
5095
Northwest Quadrant Wealth Management
Oregon
$253K +$201K +1,600 New
BP
5096
BCK Partners
New York
$253K +$201K +1,600 New
WFS
5097
Walker Financial Services
Kentucky
$253K +$201K +1,599 New
IP
5098
Isthmus Partners
Wisconsin
$252K +$201K +1,595 New
KHC
5099
Koesten Hirschmann & Crabtree
Kansas
$252K +$168K +1,333 +513%
JAA
5100
Joel Adams & Associates
North Carolina
$251K -$50.3K -400 -20%
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