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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
5601
Evergreen Private Wealth
Colorado
$309K +$11.2K +61 +4%
SPL
5602
Smart Portfolios LLC
Washington
$308K -$27.5K -150 -8%
FIM
5603
Freedom Investment Management
Connecticut
$305K -$35.4K -193 -10%
CWM
5604
ClientFirst Wealth Management
Arkansas
$305K – – –
IP
5605
Isthmus Partners
Wisconsin
$305K – – –
NWM
5606
Navigoe Wealth Management
California
$304K -$67.3K -367 -17%
SA
5607
swisspartners Advisors
Switzerland
$304K – – –
RTC
5608
Riverview Trust Company
Washington
$303K -$36.7K -200 -10%
CGF
5609
Constant Guidance Financial
Massachusetts
$303K -$2.17M -11,825 -87%
BSTWA
5610
Blake Schutter Theil Wealth Advisors
Ohio
$302K – – –
NC
5611
North Capital
Utah
$302K +$37.4K +204 +13%
KFS
5612
Krane Financial Solutions
California
$299K +$315K +1,715 New
GWA
5613
Gutierrez Wealth Advisory
Arkansas
$299K -$19.8K -108 -6%
AIA
5614
Arbor Investment Advisors
North Carolina
$298K +$25.5K +139 +9%
TAWM
5615
Three Arch Wealth Management
California
$294K +$24.4K +133 +9%
SIM
5616
Sterling Investment Management
Arizona
$292K +$33K +180 +12%
WFM
5617
Wolff Financial Management
Michigan
$292K +$73.4K +400 +31%
MI
5618
Moneywise Inc
Virginia
$292K -$35.2K -192 -10%
TB
5619
Terril Brothers
Missouri
$291K -$107K -585 -26%
HIA
5620
HFM Investment Advisors
New Jersey
$291K +$1.83K +10 +0.6%
LWM
5621
Luminvest Wealth Management
Arizona
$290K -$1.1M -6,000 -78%
VF
5622
Vista Finance
Missouri
$290K -$34.9K -190 -10%
PP
5623
Pearl Planning
Michigan
$290K -$183 -1 -0.1%
RL
5624
Retireful LLC
Michigan
$289K -$666K -3,628 -69%
WHCFA
5625
William Howard & Co Financial Advisors
Tennessee
$288K – – –
223 224
225
226 227