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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
951
Plante Moran Financial Advisors
Michigan
$1.58K +$1.46K +9 New
AIP
952
Ameritas Investment Partners
Nebraska
$1.41K – – –
CP
953
Castleview Partners
Texas
$1.41K +$1.3K +8 New
CA
954
Crewe Advisors
Utah
$1.23K -$2.44K -15 -68%
PS
955
PayPay Securities
Japan
$1.23K -$1.3K -8 -53%
JWA
956
JFS Wealth Advisors
Pennsylvania
$1.23K -$163 -1 -13%
FSWA
957
Financial Synergies Wealth Advisors
Texas
$1.23K – – –
KFS
958
Kelly Financial Services
Massachusetts
$1.23K – – –
LF
959
Lee Financial
Texas
$1.23K – – –
VCM
960
Versant Capital Management
Arizona
$1.06K +$975 +6 New
HS
961
Horan Securities
United States
$1.03K +$163 +1 +20%
SIS
962
Sound Income Strategies
Florida
$880 – – –
TFA
963
Toth Financial Advisory
Virginia
$880 +$813 +5 New
FGAM
964
Financial Gravity Asset Management
Texas
$840 +$28.6K +176 New
2L
965
25 LLC
Missouri
$553 +$488 +3 New
IRAG
966
Investment Research & Advisory Group
Georgia
$528 – – –
IPW
967
Impact Partnership Wealth
Georgia
$528 +$488 +3 New
BC
968
Barrett & Company
Rhode Island
$352 – – –
DI
969
Disciplined Investments
Oklahoma
$352 – – –
MHR
970
Matthew Hamilton Rosenberg
$352 – – –
NC
971
NewSquare Capital
Pennsylvania
$352 – – –
TIM
972
Tortoise Investment Management
New York
$352 – – –
AWM
973
AllSquare Wealth Management
New York
$317 – – –
M
974
MOTCO
Texas
$176 +$163 +1 New
TWD
975
True Wealth Design
Ohio
$176 +$163 +1 New
37 38
39
40 41