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Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3151
Legacy Financial Strategies
Kansas
$3.17M +$163K +1,144 +5%
RIM
3152
Rockbridge Investment Management
New York
$3.17M -$175K -1,223 -5%
OBWP
3153
O'Brien Wealth Partners
Massachusetts
$3.16M -$209K -1,465 -6%
SA
3154
SAM Advisors
California
$3.16M +$211K +1,477 +6%
DIP
3155
Davis Investment Partners
North Carolina
$3.16M +$2.94M +20,545 New
PFA
3156
Pettinga Financial Advisors
Indiana
$3.16M +$5.86K +41 +0.2%
V
3157
ValueWorks
New York
$3.15M -$85.7K -600 -2%
HCM
3158
Hengehold Capital Management
Ohio
$3.15M +$196K +1,373 +6%
AC
3159
Annandale Capital
Texas
$3.15M +$215K +1,505 +7%
PBT
3160
Pictet Bank & Trust
Bahamas
$3.15M – – –
HPM
3161
Hoxton Planning & Management
West Virginia
$3.15M +$3.46M +24,228 New
MCM
3162
Monument Capital Management
Virginia
$3.15M -$1.19M -8,339 -26%
AWM
3163
Abound Wealth Management
Tennessee
$3.15M -$44.9K -314 -1%
MPIA
3164
Mountain Pacific Investment Advisers
Idaho
$3.15M -$163K -1,140 -4%
BCFD
3165
Boit C.F. David
$3.14M +$10.3K +72 +0.3%
KAM
3166
Karani Asset Management
New York
$3.14M -$848K -5,933 -20%
IA
3167
IAM Advisory
Pennsylvania
$3.14M -$951K -6,653 -22%
ARG
3168
Advisory Resource Group
Oklahoma
$3.14M +$187K +1,306 +6%
RA
3169
Rockingstone Advisors
Massachusetts
$3.14M +$3.45M +24,135 New
BCM
3170
Brasada Capital Management
Texas
$3.13M +$27.2K +190 +0.8%
RAM
3171
Redmond Asset Management
Virginia
$3.13M -$37K -259 -1%
WFAG
3172
Worth Financial Advisory Group
North Carolina
$3.13M +$3.44M +24,079 New
KWM
3173
KFG Wealth Management
Indiana
$3.12M +$3.43M +24,035 New
AWM
3174
Affinity Wealth Management
Delaware
$3.12M +$249K +1,745 +8%
TIM
3175
Total Investment Management
Arizona
$3.12M -$69K -483 -2%
125 126
127
128 129