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Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
3751
Client 1st Advisory Group
Florida
$317K +$32.2K +326 +9%
FWA
3752
FSC Wealth Advisors
New York
$317K +$110K +1,114 +42%
HFW
3753
Horizon Family Wealth
Illinois
$317K +$75.2K +761 +25%
FFL
3754
Financial Freedom LLC
Ohio
$317K +$373K +3,771 New
FRM
3755
Fox Run Management
Connecticut
$317K +$372K +3,770 New
AC
3756
Avant Capital
Louisiana
$316K +$691 +7 +0.2%
IAMOG
3757
Investors Asset Management of Georgia
Georgia
$316K -$71.6K -725 -16%
SDWMA
3758
Schneider Downs Wealth Management Advisors
Pennsylvania
$315K -$229K -2,316 -38%
CWM
3759
Compass Wealth Management
Connecticut
$315K +$370K +3,750 New
FA
3760
Faithward Advisors
Pennsylvania
$315K +$43.6K +441 +13%
RA
3761
Rise Advisors
New York
$314K +$1.88K +19 +0.5%
FWM
3762
FMB Wealth Management
California
$314K +$370K +3,742 New
BAG
3763
Bridgewealth Advisory Group
California
$314K +$369K +3,740 New
TIM
3764
Thompson Investment Management
Wisconsin
$314K +$9.58K +97 +3%
MIM
3765
Martin Investment Management
Florida
$314K -$25.2K -255 -6%
ASI
3766
Advisory Services & Investments
Oregon
$312K -$181K -1,834 -33%
CFSG
3767
Clark Financial Services Group
Missouri
$312K +$6.92K +70 +2%
IWM
3768
Integris Wealth Management
California
$312K +$367K +3,713 New
BC
3769
Bowman & Company
Wisconsin
$311K +$366K +3,706 New
RBC
3770
Roble Belko & Company
Pennsylvania
$311K +$99 +1 +0%
AS
3771
Altshuler Shaham
Israel
$311K -$266K -2,690 -42%
BC
3772
Brio Consultants
California
$310K -$7.8K -79 -2%
CWA
3773
Clearview Wealth Advisors
Oregon
$310K -$72.1K -730 -17%
CSWM
3774
Cassady Schiller Wealth Management
Ohio
$309K -$140K -1,416 -28%
AIS
3775
American Investment Services
Massachusetts
$309K – – –
149 150
151
152 153