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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
5601
RTD Financial Advisors
Pennsylvania
$298K -$89.3K -480 -23%
SEM
5602
Strategic Equity Management
Arizona
$298K -$67.6K -363 -19%
JGUA
5603
John G. Ullman & Associates
New York
$298K +$297K +1,596 New
LFWA
5604
LBJ Family Wealth Advisors
Texas
$297K – – –
IWM
5605
Inlight Wealth Management
Georgia
$297K -$13K -70 -4%
JAA
5606
Joel Adams & Associates
North Carolina
$297K – – –
HA
5607
Hegarty Advisors
New York
$296K +$296K +1,588 New
PS
5608
Portfolio Strategies
New York
$295K -$5.03K -27 -2%
SCM
5609
Sheridan Capital Management
California
$294K +$14.9K +80 +5%
HWM
5610
HFG Wealth Management
Texas
$294K -$1.3K -7 -0.4%
TFG
5611
Team Financial Group
California
$294K -$22K -118 -7%
NWA
5612
Northwest Wealth Advisors
Washington
$293K +$292K +1,570 New
AIA
5613
Arbor Investment Advisors
North Carolina
$292K – – –
AC
5614
ASB Consultores
Florida
$292K – – –
FPCG
5615
Forum Private Client Group
Indiana
$291K +$16.2K +87 +6%
CFS
5616
Cannon Financial Strategists
Georgia
$290K +$7.45K +40 +3%
MLM
5617
Mount Lucas Management
Pennsylvania
$290K -$5.96K -32 -2%
TAWM
5618
Three Arch Wealth Management
California
$290K +$289K +1,553 New
ECA
5619
Elevation Capital Advisory
Oregon
$288K +$287K +1,544 New
HA
5620
Hamel Associates
New Jersey
$288K -$60.1K -323 -17%
MPW
5621
Melone Private Wealth
Michigan
$288K +$186 +1 +0.1%
PSA
5622
Plum Street Advisors
Louisiana
$287K -$8.94K -48 -3%
LA
5623
LWM Advisors
California
$287K – – –
EWP
5624
Evergreen Wealth Partners
Montana
$287K +$286K +1,537 New
HA
5625
HFG Advisors
Ohio
$286K +$13.2K +71 +5%
223 224
225
226 227