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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
2801
Bright Futures Wealth Management
New York
$201K +$223K +4,746 New
ORI
2802
Oak Ridge Investments
Illinois
$201K -$55.1K -1,175 -20%
AGC
2803
Aspen Grove Capital
Colorado
$201K +$3.14K +67 +1%
FPGK
2804
Financial Partners Group (Kansas)
Kansas
$201K -$4.13K -88 -2%
SCA
2805
Sandy Cove Advisors
Massachusetts
$201K -$17.1K -364 -7%
PFA
2806
Petra Financial Advisors
Colorado
$200K +$222K +4,731 New
EL
2807
EWA LLC
Pennsylvania
$200K -$12K -256 -5%
PWMG
2808
Private Wealth Management Group
New Jersey
$199K +$46.4K +989 +27%
DIP
2809
DT Investment Partners
Pennsylvania
$198K – – –
AIS
2810
Advocate Investing Services
Maryland
$198K +$47 +1 +0%
SA
2811
SRH Advisors
Kansas
$196K +$657 +14 +0.3%
FWA
2812
Flagship Wealth Advisors
Massachusetts
$193K +$15.6K +332 +8%
JGIA
2813
Jackson Grant Investment Advisers
Connecticut
$191K – – –
C
2814
Covestor
United Kingdom
$189K +$133K +2,830 +173%
OSNBOA
2815
Old Second National Bank of Aurora
Illinois
$187K – – –
DPW
2816
DiNuzzo Private Wealth
Pennsylvania
$187K +$94 +2 +0%
UFF
2817
USA Financial Formulas
Michigan
$186K +$206K +4,401 New
FFC
2818
First Financial Corp
Indiana
$186K -$1.97K -42 -0.9%
CG
2819
Curat Global
New Hampshire
$185K -$65.6K -1,398 -26%
SFG
2820
Strive Financial Group
Indiana
$184K -$141K -2,996 -41%
IAS
2821
IMA Advisory Services
Colorado
$182K +$177K +3,771 +708%
RFG
2822
REAP Financial Group
Texas
$179K -$12.6K -268 -6%
ITIM
2823
Indiana Trust & Investment Management
Indiana
$177K – – –
MWPCG
2824
Measured Wealth Private Client Group
New Hampshire
$177K +$28.5K +608 +17%
HI
2825
Hoey Investments
Pennsylvania
$176K +$14.1K +300 +8%
111 112
113
114 115