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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3951
Theory Financial
Colorado
$773K +$72.2K +477 +10%
LWA
3952
LWS Wealth Advisors
New Jersey
$772K – – –
CCM
3953
Cullen Capital Management
New York
$771K – – –
KTA
3954
Keeley-Teton Advisors
Illinois
$769K – – –
KFSC
3955
Keystone Financial Services (Colorado)
Colorado
$769K – – –
NPPM
3956
North Point Portfolio Managers
Ohio
$765K +$1.51K +10 +0.2%
AIA
3957
Angeles Investment Advisors
California
$764K – – –
WWP
3958
Waypoint Wealth Partners
California
$762K -$320K -2,115 -28%
RWG
3959
Regal Wealth Group
California
$760K +$31K +205 +4%
LG
3960
Lane Generational
Massachusetts
$759K -$86.9K -574 -9%
BWA
3961
BlueSky Wealth Advisors
North Carolina
$757K -$64.1K -423 -7%
FWM
3962
FFT Wealth Management
Pennsylvania
$756K – – –
LWP
3963
Laurel Wealth Planning
Minnesota
$753K +$3.79K +25 +0.5%
LFDLE
3964
La Financiere de L'Echiquier
France
$752K -$61K -403 -7%
CAC
3965
Cowen and Company
New York
$752K +$833K +5,500 New
SW
3966
Simplicity Wealth
New Jersey
$747K -$133K -876 -14%
PWA
3967
Pillar Wealth Advisors
Pennsylvania
$747K +$21.5K +142 +3%
MA
3968
MAS Advisors
Florida
$746K +$106K +702 +15%
BI
3969
Blooom Inc
Kansas
$744K +$482K +3,186 +149%
APC
3970
Asset Planning Corporation
Tennessee
$742K +$909 +6 +0.1%
GWMI
3971
Guardian Wealth Management (Illinois)
Illinois
$741K +$909 +6 +0.1%
HHRDM
3972
H&H Retirement Design & Management
Nevada
$740K +$454 +3 +0.1%
SEC
3973
Seven Eight Capital
New York
$734K -$6.1M -40,253 -88%
CC
3974
Codex Capital
New York
$732K – – –
PM
3975
Phraction Management
Connecticut
$731K +$526K +3,472 +185%
157 158
159
160 161