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Name Holding Trade Value Shares
Change 		Change in
Stake
VPI
4626
Value Partners Investments
Manitoba, Canada
$701K +$21.5K +118 +3%
TWA
4627
Trellis Wealth Advisors
California
$701K -$103K -564 -12%
FP
4628
FFG Partners
Florida
$701K -$2.65M -14,596 -78%
KGC
4629
Kennon-Green & Company
Ohio
$700K -$18.2K -100 -2%
TLFA
4630
True Link Financial Advisors
California
$699K +$48.9K +269 +7%
UA
4631
Unison Advisors
District of Columbia
$694K +$329K +1,807 +81%
KTA
4632
Keeley-Teton Advisors
Illinois
$693K -$5.46K -30 -0.7%
DPW
4633
DiNuzzo Private Wealth
Pennsylvania
$692K -$1.09K -6 -0.1%
ACM
4634
Ashford Capital Management
Delaware
$691K -$63.6K -350 -8%
SFP
4635
Strategic Financial Partners
Oregon
$691K -$4.18K -23 -0.6%
OP
4636
ORG Partners
Indiana
$690K -$9.57M -52,608 -93%
FFW
4637
Fusion Family Wealth
New York
$690K – – –
LIA
4638
Luken Investment Analytics
Tennessee
$689K +$54.5K +300 +8%
TDWM
4639
Topel & Distasi Wealth Management
California
$689K -$119K -657 -14%
LIWM
4640
Long Island Wealth Management
New York
$687K -$727 -4 -0.1%
PWS
4641
Precision Wealth Strategies
Missouri
$687K -$7.46K -41 -1%
HWA
4642
Hilltop Wealth Advisors
North Carolina
$686K +$727K +4,000 New
LWP
4643
Laurel Wealth Planning
Minnesota
$685K -$27.3K -150 -4%
ACH
4644
ArrowMark Colorado Holdings
Colorado
$685K -$345K -1,900 -32%
WAG
4645
Windsor Advisory Group
Ohio
$684K +$96K +528 +15%
EMAM
4646
Encompass More Asset Management
California
$684K +$508K +2,796 +235%
GG
4647
Gleason Group
Kentucky
$682K -$152K -838 -17%
TWM
4648
TSA Wealth Management
Texas
$679K +$2K +11 +0.3%
RAG
4649
RIA Advisory Group
Iowa
$674K -$27.1K -149 -4%
IHWM
4650
Iron Horse Wealth Management
Iowa
$673K +$32.4K +178 +5%
184 185
186
187 188