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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2151
Planning Directions
Pennsylvania
$317K +$316K +13,877 New
HWA
2152
HHM Wealth Advisors
Tennessee
$316K – – –
PFA
2153
Professional Financial Advisors
Nebraska
$316K +$4.28K +188 +1%
NCM
2154
Northwest Capital Management
Oregon
$315K -$6.97K -306 -2%
FBA
2155
Front Barnett Associates
Illinois
$312K – – –
SWM
2156
SVA Wealth Management
Wisconsin
$312K +$6.01K +264 +2%
EI
2157
Ellevest Inc
New York
$312K +$104K +4,549 +50%
EWM
2158
Edge Wealth Management
New York
$311K -$2.98M -130,693 -91%
ATWA
2159
Arbor Trust Wealth Advisors
Michigan
$311K -$40.2K -1,766 -11%
FFIC
2160
First Fiduciary Investment Counsel
Ohio
$311K -$21.1K -927 -6%
MWM
2161
MBE Wealth Management
Wisconsin
$310K +$10.4K +455 +3%
MPW
2162
Monterey Private Wealth
California
$309K -$5.1K -224 -2%
TWM
2163
Triton Wealth Management
Arizona
$309K +$34.9K +1,532 +12%
WAOI
2164
Wealth Advisors of Iowa
Iowa
$308K -$30.2K -1,324 -9%
ARTA
2165
A.R.T. Advisors
New York
$308K +$308K +13,505 New
HB
2166
Horizon Bancorp
Indiana
$307K -$90.5K -3,972 -23%
CNB
2167
Camden National Bank
Maine
$307K -$62.2K -2,731 -17%
PMG
2168
Private Management Group
California
$307K +$3.03K +133 +1%
SFA
2169
Souders Financial Advisors
Ohio
$305K +$8.97K +394 +3%
WP
2170
WMS Partners
Maryland
$302K -$91.8K -4,033 -23%
WCM
2171
Wisconsin Capital Management
Wisconsin
$302K +$30.2K +1,324 +11%
WDL
2172
Well Done LLC
Michigan
$300K – – –
DA
2173
Duality Advisers
Florida
$300K +$300K +13,161 New
SAG
2174
Spotlight Asset Group
Illinois
$299K -$15.6K -687 -5%
EIA
2175
Eldridge Investment Advisors
New Hampshire
$299K -$12.9K -568 -4%
85 86
87
88 89