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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
5151
Alpha Financial Advisors
North Carolina
$308K -$28.4K -163 -9%
MCFP
5152
Mallini Complete Financial Planning
Florida
$307K – – –
PC
5153
Prairiewood Capital
North Dakota
$307K +$287K +1,644 New
TPF
5154
Tribridge Partners Financial
Maryland
$306K – – –
IDBONY
5155
Israel Discount Bank of New York
New York
$306K -$8.71K -50 -3%
VF
5156
Vista Finance
Missouri
$305K +$174 +1 +0.1%
DRP
5157
Decker Retirement Planning
Utah
$305K -$148K -848 -34%
CIEC
5158
Crédit Industriel et Commercial
France
$304K -$1.19M -6,814 -81%
OFS
5159
Oldfather Financial Services
Nebraska
$304K +$284K +1,629 New
BWA
5160
Burt Wealth Advisors
Maryland
$302K +$9.41K +54 +3%
DMBA
5161
Deseret Mutual Benefit Administrators
Utah
$300K +$14.3K +82 +5%
SC
5162
Schiavi & Co
Delaware
$300K +$17.4K +100 +7%
SHJ
5163
Sharkey, Howes & Javer
Colorado
$299K +$280K +1,605 New
BP
5164
BCK Partners
New York
$298K -$174 -1 -0.1%
LFWA
5165
LBJ Family Wealth Advisors
Texas
$297K – – –
JAA
5166
Joel Adams & Associates
North Carolina
$297K – – –
PSA
5167
Plum Street Advisors
Louisiana
$296K -$2.79K -16 -1%
HWM
5168
HFG Wealth Management
Texas
$296K -$85.2K -489 -24%
MLM
5169
Mount Lucas Management
Pennsylvania
$296K -$21.4K -123 -7%
BOC
5170
Bull Oak Capital
California
$296K – – –
PS
5171
Portfolio Strategies
New York
$295K +$697 +4 +0.2%
AIA
5172
Arbor Investment Advisors
North Carolina
$293K -$8.89K -51 -3%
PA
5173
Probity Advisors
Texas
$293K -$62.1K -356 -19%
EW
5174
Evexia Wealth
Wisconsin
$292K +$20.6K +118 +8%
AC
5175
ASB Consultores
Florida
$291K -$2.28M -13,061 -89%
205 206
207
208 209