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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
801
Formidable Asset Management
Ohio
$338K -$9.1K -169 -3%
FCP
802
Fidelis Capital Partners
Florida
$337K +$66K +1,226 +22%
SFS
803
Security Financial Services
Indiana
$336K -$377 -7 -0.1%
SCM
804
SCS Capital Management
Massachusetts
$335K +$269 +5 +0.1%
ONST
805
Old North State Trust
North Carolina
$335K – – –
S
806
SimplyRich
California
$334K +$102K +1,898 +40%
HWA
807
HHM Wealth Advisors
Tennessee
$331K – – –
PL
808
Parthenon LLC
Kentucky
$331K – – –
NC
809
nVerses Capital
Florida
$328K +$353K +6,563 New
EA
810
Emerald Advisers
Pennsylvania
$328K -$15.7K -292 -4%
RCM
811
Ridgepath Capital Management
Tennessee
$326K – – –
SAM
812
Strategy Asset Managers
California
$325K +$8.51K +158 +2%
TAP
813
TSG Advice Partners
Ohio
$325K +$350K +6,500 New
BIG
814
Brooklyn Investment Group
New York
$321K +$341K +6,327 New
IA
815
Integrity Alliance
Iowa
$320K +$35.1K +651 +11%
WAP
816
Wealthcare Advisory Partners
Pennsylvania
$319K -$16.2K -301 -5%
SWRP
817
Summit Wealth & Retirement Planning
California
$315K – – –
SOW
818
State of Wyoming
Wyoming
$314K +$338K +6,277 New
CFA
819
Cahill Financial Advisors
Minnesota
$312K – – –
HP
820
Holistic Planning
Texas
$310K +$66K +1,225 +25%
BFIM
821
Beese Fulmer Investment Management
Ohio
$307K -$63.1K -1,171 -16%
JF
822
Jump Financial
Illinois
$307K +$330K +6,131 New
ASC
823
Atalanta Sosnoff Capital
New York
$306K +$330K +6,121 New
CPSC
824
Carl P. Sherr & Co
Massachusetts
$305K – – –
BFW
825
Brady Family Wealth
Missouri
$305K -$40.1K -745 -11%
31 32
33
34 35