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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2701
Delta Investment Management
California
$218K +$200K +4,807 New
EWM
2702
Evermay Wealth Management
Virginia
$218K +$57.7K +1,387 +41%
OLA
2703
Oliver Luxxe Assets
New Jersey
$218K -$41.5K -998 -17%
SFS
2704
Stiles Financial Services
Minnesota
$218K +$200K +4,797 New
RCM
2705
Requisite Capital Management
Texas
$218K +$200K +4,795 New
APA
2706
Astoria Portfolio Advisors
New York
$217K -$211K -5,078 -50%
HP
2707
Hilltop Partners
Indiana
$217K -$17.3K -416 -8%
HCG
2708
Haven Capital Group
California
$217K +$199K +4,786 New
RFN
2709
Redwood Financial Network
Ohio
$217K +$199K +4,779 New
BFF
2710
Byrne Financial Freedom
Massachusetts
$216K +$199K +4,771 New
EB
2711
Emprise Bank
Kansas
$215K -$105K -2,532 -35%
AF
2712
Apollon Financial
South Carolina
$215K +$198K +4,745 New
BFAG
2713
Blackston Financial Advisory Group
Florida
$215K -$181K -4,336 -48%
MFC
2714
Morris Financial Concepts
South Carolina
$215K +$197K +4,739 New
QIM
2715
Quantitative Investment Management
Virginia
$214K +$197K +4,736 New
BOS
2716
Bank of Stockton
California
$214K -$16.7K -400 -8%
VWA
2717
VSM Wealth Advisory
Maryland
$213K +$957 +23 +0.5%
SHFP
2718
Second Half Financial Partners
Florida
$213K -$14.5K -348 -7%
PCA
2719
Prosperity Capital Advisors
Ohio
$213K +$195K +4,683 New
NC
2720
NBW Capital
Massachusetts
$212K +$195K +4,682 New
LODC
2721
Lanham O'Dell & Company
West Virginia
$212K +$195K +4,680 New
FWM
2722
Fonville Wealth Management
Virginia
$212K +$199K +4,788 New
SPW
2723
Sonoma Private Wealth
California
$212K +$195K +4,673 New
NPAN
2724
Northeast Planning Associates NH
New Hampshire
$211K +$194K +4,660 New
TIA
2725
Trust Investment Advisors
Indiana
$211K +$194K +4,657 New
107 108
109
110 111