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Name Holding Trade Value Shares
Change 		Change in
Stake
IWB
4001
Innovative Wealth Building
Maryland
$234K +$346 +1 +0.1%
CISOA
4002
Capital Investment Services of America
Wisconsin
$234K – – –
HCP
4003
Hardin Capital Partners
South Carolina
$234K +$21.1K +61 +10%
SIC
4004
SFE Investment Counsel
California
$234K – – –
CP
4005
Creekside Partners
California
$233K – – –
FA
4006
Financial Avengers
California
$233K +$346 +1 +0.1%
BWP
4007
Bernardo Wealth Planning
Pennsylvania
$232K +$14.5K +42 +7%
WPIC
4008
White Pine Investment Company
Michigan
$232K +$1.04K +3 +0.4%
BIA
4009
BHK Investment Advisors
Alabama
$232K -$3.81K -11 -2%
CYG
4010
Clean Yield Group
Vermont
$232K – – –
VPWA
4011
Vestia Personal Wealth Advisors
Indiana
$231K -$4.84K -14 -2%
DCBT
4012
Dakota Community Bank & Trust
North Dakota
$231K +$14.2K +41 +6%
YCG
4013
Yeomans Consulting Group
Georgia
$231K -$112K -324 -33%
DFA
4014
Davies Financial Advisors
California
$231K -$113K -326 -33%
PAYA
4015
Phil A. Younker & Associates
Alaska
$230K – – –
SG
4016
Strid Group
Pennsylvania
$229K – – –
TA
4017
TrueWealth Advisors
Alabama
$229K -$19.7K -57 -8%
HI
4018
Humankind Investments
New York
$229K +$23.9K +69 +11%
NWP
4019
NerdWallet Wealth Partners
New York
$229K +$232K +670 New
KCM
4020
Kendall Capital Management
Maryland
$228K +$15.2K +44 +7%
VFP
4021
Verus Financial Partners
Virginia
$228K -$17.3K -50 -7%
POIA
4022
Pin Oak Investment Advisors
Texas
$228K -$23.9K -69 -9%
CT
4023
ClearAlpha Technologies
Connecticut
$227K +$231K +666 New
NCM
4024
Next Capital Management
New York
$227K – – –
RP
4025
Rowlandmiller & Partners
Georgia
$227K – – –
159 160
161
162 163