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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
5576
Evergreen Private Wealth
Colorado
$309K +$11.2K +61 +4%
SPL
5577
Smart Portfolios LLC
Washington
$308K -$27.5K -150 -8%
FIM
5578
Freedom Investment Management
Connecticut
$305K -$35.4K -193 -10%
CWM
5579
ClientFirst Wealth Management
Arkansas
$305K – – –
IP
5580
Isthmus Partners
Wisconsin
$305K – – –
NWM
5581
Navigoe Wealth Management
California
$304K -$67.3K -367 -17%
SA
5582
swisspartners Advisors
Switzerland
$304K – – –
RTC
5583
Riverview Trust Company
Washington
$303K -$36.7K -200 -10%
CGF
5584
Constant Guidance Financial
Massachusetts
$303K -$2.17M -11,825 -87%
BSTWA
5585
Blake Schutter Theil Wealth Advisors
Ohio
$302K – – –
NC
5586
North Capital
Utah
$302K +$37.4K +204 +13%
KFS
5587
Krane Financial Solutions
California
$299K +$315K +1,715 New
GWA
5588
Gutierrez Wealth Advisory
Arkansas
$299K -$19.8K -108 -6%
AIA
5589
Arbor Investment Advisors
North Carolina
$298K +$25.5K +139 +9%
TAWM
5590
Three Arch Wealth Management
California
$294K +$24.4K +133 +9%
SIM
5591
Sterling Investment Management
Arizona
$292K +$33K +180 +12%
WFM
5592
Wolff Financial Management
Michigan
$292K +$73.4K +400 +31%
MI
5593
Moneywise Inc
Virginia
$292K -$35.2K -192 -10%
TB
5594
Terril Brothers
Missouri
$291K -$107K -585 -26%
HIA
5595
HFM Investment Advisors
New Jersey
$291K +$1.83K +10 +0.6%
LWM
5596
Luminvest Wealth Management
Arizona
$290K -$1.1M -6,000 -78%
VF
5597
Vista Finance
Missouri
$290K -$34.9K -190 -10%
PP
5598
Pearl Planning
Michigan
$290K -$183 -1 -0.1%
RL
5599
Retireful LLC
Michigan
$289K -$666K -3,628 -69%
WHCFA
5600
William Howard & Co Financial Advisors
Tennessee
$288K – – –
222 223
224
225 226