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Name Holding Trade Value Shares
Change 		Change in
Stake
KGC
5201
Kennon-Green & Company
Ohio
$918K -$3.54K -15 -0.4%
LA
5202
LPF Advisors
Florida
$917K +$324K +1,375 +60%
LG
5203
LAM Group
Oregon
$915K -$46K -195 -5%
BSWM
5204
Boston Standard Wealth Management
Massachusetts
$911K -$35.1K -149 -4%
EA
5205
Evergreen Advisors
Tennessee
$910K +$125K +532 +17%
ICM
5206
Innovator Capital Management
Illinois
$909K +$508K +2,154 +146%
SG
5207
Straightline Group
Michigan
$908K +$855K +3,628 New
AFO
5208
Allie Family Office
Florida
$907K +$35.4K +150 +4%
WIC
5209
Whitegate Investment Counselors
New Hampshire
$903K +$471 +2 +0.1%
LRWM
5210
Lord & Richards Wealth Management
Colorado
$903K +$850K +3,605 New
HFS
5211
Horizon Financial Services
North Carolina
$902K +$1.65K +7 +0.2%
GWAM
5212
Guardian Wealth Advisors (Minnesota)
Minnesota
$902K -$29K -123 -3%
BOTPPF
5213
Board of the Pension Protection Fund
United Kingdom
$902K +$848K +3,600 New
WRM
5214
Weybosset Research & Management
Rhode Island
$899K – – –
CJ
5215
Caitlin John
Michigan
$896K +$471 +2 +0.1%
OCFG
5216
O'Connor Financial Group
Illinois
$896K +$9.66K +41 +1%
SCA
5217
Scott Capital Advisors
Oregon
$896K -$54K -229 -6%
HPFG
5218
Hart & Patterson Financial Group
Massachusetts
$895K -$45.3K -192 -5%
DP
5219
Denver PWM
Colorado
$892K +$3.54K +15 +0.4%
SFCL
5220
Strengthening Families & Communities LLC
Massachusetts
$891K -$16.4M -69,613 -95%
CCM
5221
Cambridge Capital Management
Illinois
$891K -$54.2K -230 -6%
IP
5222
Integras Partners
Georgia
$890K +$838K +3,554 New
HWM
5223
Horizons Wealth Management
North Carolina
$884K -$23.8K -101 -3%
SFMG
5224
Sage Financial Management Group
Virginia
$880K -$15.3K -65 -2%
TFG
5225
Team Financial Group
California
$879K +$943 +4 +0.1%
207 208
209
210 211