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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
3801
1620 Investment Advisors
Massachusetts
$1.72M -$2.21K -15 -0.1%
DFA
3802
DHJJ Financial Advisors
Illinois
$1.71M +$443 +3 +0%
HFP
3803
Holistic Financial Partners
Indiana
$1.71M -$17.4K -118 -1%
JMF
3804
Johnson Midwest Financial
Iowa
$1.7M +$295 +2 +0%
SWM
3805
Seed Wealth Management
Illinois
$1.7M – – –
DWM
3806
Defined Wealth Management
Oregon
$1.7M -$199K -1,347 -12%
MSWMA
3807
Market Street Wealth Management Advisors
Indiana
$1.7M +$31.4K +213 +2%
SPI
3808
Santori & Peters Inc
Pennsylvania
$1.7M -$13.4K -91 -0.9%
TIA
3809
Tandem Investment Advisors
South Carolina
$1.7M -$723K -4,901 -32%
RFP
3810
Roth Financial Partners
Texas
$1.69M – – –
CFGSD
3811
Compass Financial Group (South Dakota)
South Dakota
$1.69M +$4.43K +30 +0.3%
BAWC
3812
Boyce & Associates Wealth Consulting
Texas
$1.69M -$439K -2,977 -22%
LFS
3813
Lutz Financial Services
Nebraska
$1.68M +$115K +782 +8%
HSWM
3814
Hubbell Strickland Wealth Management
Louisiana
$1.68M -$122K -826 -8%
GEM
3815
Global Endowment Management
North Carolina
$1.68M – – –
EPP
3816
ETF Portfolio Partners
Kansas
$1.68M – – –
DP
3817
Divergent Planning
Maryland
$1.67M -$25.4K -172 -2%
WIP
3818
WealthCare Investment Partners
Rhode Island
$1.67M +$20.2K +137 +1%
RFA
3819
RTD Financial Advisors
Pennsylvania
$1.67M +$148 +1 +0%
CAM
3820
Concorde Asset Management
Michigan
$1.67M -$405K -2,745 -21%
LC
3821
Longitude (Cayman)
Cayman Islands
$1.67M +$88.5K +600 +6%
BWA
3822
Beam Wealth Advisors
Louisiana
$1.66M -$3.98K -27 -0.3%
LFA
3823
Level Financial Advisors
New York
$1.66M -$8.26K -56 -0.6%
WCM
3824
Wealthcare Capital Management
Virginia
$1.65M +$590 +4 +0%
AAMC
3825
Asset Allocation & Management Company
Illinois
$1.65M -$590K -4,000 -29%
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