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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3826
DHJJ Financial Advisors
Illinois
$1.35M -$43.9K -307 -3%
CM
3827
Columbus Macro
Pennsylvania
$1.35M +$61.7K +432 +4%
SPI
3828
Santori & Peters Inc
Pennsylvania
$1.35M -$12.7K -89 -0.9%
MC
3829
Maverick Capital
Texas
$1.35M +$1.48M +10,370 New
HIG
3830
Heritage Investment Group
Florida
$1.35M -$412K -2,880 -22%
TC
3831
Trilogy Capital
California
$1.35M +$357K +2,501 +32%
DP
3832
Divergent Planning
Maryland
$1.34M – – –
JMF
3833
Johnson Midwest Financial
Iowa
$1.34M +$15K +105 +1%
SWM
3834
Seed Wealth Management
Illinois
$1.34M +$1.47M +10,309 New
RFP
3835
Roth Financial Partners
Texas
$1.33M -$10.9K -76 -0.7%
WA
3836
Wealthstar Advisors
Texas
$1.33M +$70.9K +496 +5%
CSIA
3837
Carl Stuart Investment Advisor
Texas
$1.33M +$1.57K +11 +0.1%
CFGSD
3838
Compass Financial Group (South Dakota)
South Dakota
$1.33M +$1.46M +10,221 New
GEM
3839
Global Endowment Management
North Carolina
$1.32M -$17.2M -120,670 -92%
EPP
3840
ETF Portfolio Partners
Kansas
$1.32M – – –
PIM
3841
Provident Investment Management
Michigan
$1.32M +$606K +4,238 +72%
3F
3842
360 Financial
Minnesota
$1.32M – – –
AFG
3843
Affinia Financial Group
Massachusetts
$1.32M -$2.29K -16 -0.2%
RFA
3844
RTD Financial Advisors
Pennsylvania
$1.31M -$1.25M -8,755 -46%
LFA
3845
Level Financial Advisors
New York
$1.31M -$229K -1,603 -14%
BWA
3846
Beam Wealth Advisors
Louisiana
$1.31M -$98K -686 -6%
SEA
3847
Stegent Equity Advisors
Texas
$1.31M -$177K -1,238 -11%
MSWMA
3848
Market Street Wealth Management Advisors
Indiana
$1.31M +$85.3K +597 +6%
OA
3849
Operose Advisors
Wisconsin
$1.31M +$290K +2,029 +25%
FFWM
3850
Future Financial Wealth Management
Ohio
$1.3M -$39.7K -278 -3%
152 153
154
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