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Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
5801
Turning Point Benefit Group
Maryland
$508K +$153K +569 +44%
BWM
5802
Buska Wealth Management
Wisconsin
$506K +$49.9K +186 +11%
TF
5803
Theory Financial
Colorado
$505K -$12.1K -45 -2%
JSA
5804
Jacobson & Schmitt Advisors
Wisconsin
$502K -$3.98M -14,822 -89%
XC
5805
XY Capital
Hong Kong
$501K +$495K +1,844 New
KPPF
5806
Klein Pavlis & Peasley Financial
California
$501K +$188K +699 +61%
SWM
5807
SigFig Wealth Management
California
$500K – – –
GW
5808
Graetz Wealth
Michigan
$500K +$494K +1,840 New
AWA
5809
American Wealth Advisors
Georgia
$500K +$537 +2 +0.1%
SPA
5810
Sound Portfolio Advisors
Connecticut
$500K +$494K +1,839 New
IIM
5811
Ironwood Investment Management
Massachusetts
$499K – – –
FWM
5812
FLP Wealth Management
Arkansas
$495K -$35.2K -131 -7%
RAM
5813
Revere Asset Management
Texas
$490K +$6.71K +25 +1%
FAG
5814
Financial Architects (Georgia)
Georgia
$485K -$21.7K -81 -4%
COA
5815
Crown Oak Advisors
California
$485K – – –
RHAM
5816
Round Hill Asset Management
California
$482K -$314K -1,168 -40%
IA
5817
IFS Advisors
Kansas
$481K -$33.6K -125 -7%
PFS
5818
Paller Financial Services
Colorado
$480K +$474K +1,767 New
SFS
5819
Sunrise Financial Services
Washington
$480K +$474K +1,765 New
RA
5820
Resolute Advisors
California
$480K -$50.7K -189 -10%
AI
5821
AdvisorShares Investments
Maryland
$479K -$130K -484 -22%
TF
5822
Thayer Financial
North Carolina
$479K +$473K +1,762 New
SFG
5823
Skyview Financial Group
Florida
$477K +$471K +1,756 New
OE
5824
October Effect
Virginia
$477K – – –
HWM
5825
Hemming & Wealth Management
Michigan
$477K +$471K +1,753 New
231 232
233
234 235