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Name Holding Trade Value Shares
Change 		Change in
Stake
DTIM
4051
Danda Trouve Investment Management
Kansas
$846K -$25.4K -161 -3%
T
4052
TRUADVICE
Florida
$846K -$4.27K -27 -0.6%
WSWA
4053
Warren Street Wealth Advisors
California
$845K +$752K +4,759 New
SSC
4054
Syverson Strege & Co
Iowa
$839K +$18.5K +117 +3%
AC
4055
ASB Consultores
Florida
$839K +$747K +4,724 New
IWP
4056
IAG Wealth Partners
Wisconsin
$838K -$8.38K -53 -1%
MAWAG
4057
Mid-American Wealth Advisory Group
Missouri
$838K +$746K +4,720 New
AC
4058
Avant Capital
Louisiana
$837K +$745K +4,716 New
BA
4059
Bridgewater Associates
Connecticut
$835K -$11.5M -72,897 -94%
AR
4060
Advisory Research
Illinois
$833K +$5.85K +37 +0.8%
CIM
4061
Contravisory Investment Management
Massachusetts
$831K +$65.6K +415 +10%
SC
4062
Schoolcraft Capital
Colorado
$829K -$22.3K -141 -3%
AMR
4063
Asset Management Resources
Massachusetts
$825K +$734K +4,644 New
BWL
4064
Beacon Wealthcare LLC
North Carolina
$823K -$95.9K -607 -12%
ACM
4065
Argyle Capital Management
Pennsylvania
$823K – – –
FFIC
4066
First Fiduciary Investment Counsel
Ohio
$822K -$162K -1,025 -18%
AWA
4067
Aquire Wealth Advisors
Utah
$822K +$731K +4,627 New
BC
4068
Barnett & Company
Tennessee
$818K -$8.85K -56 -1%
HF
4069
Halpern Financial
Virginia
$817K +$509K +3,218 +233%
TT
4070
TI-Trust
Illinois
$817K +$727K +4,601 New
NW
4071
Naviter Wealth
Arkansas
$815K +$726K +4,591 New
HKIMG
4072
Hutchens & Kramer Investment Management Group
Indiana
$811K +$760K +4,806 New
KFP
4073
KB Financial Partners
New Jersey
$808K -$4.58K -29 -0.6%
CWA
4074
Cornerstone Wealth Advisors
Minnesota
$803K +$89.4K +566 +14%
LPWM
4075
Lake Point Wealth Management
Texas
$787K +$105K +665 +18%
161 162
163
164 165