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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
3776
Register Financial Advisors
Georgia
$909K +$101K +722 +14%
BBPWM
3777
Blue Bell Private Wealth Management
Pennsylvania
$909K +$127K +904 +18%
BRA
3778
Biechele Royce Advisors
Indiana
$907K -$68.5K -489 -8%
LL
3779
LPWM LLC
Minnesota
$907K +$113K +806 +15%
DACG
3780
Donor Advised Charitable Giving
California
$906K – – –
RFG
3781
REAP Financial Group
Texas
$899K +$830K +5,918 New
MA
3782
MBA Advisors
Pennsylvania
$899K +$148K +1,056 +22%
BC
3783
Brio Consultants
California
$898K +$34.5K +246 +4%
CA
3784
CSM Advisors
Pennsylvania
$898K – – –
AA
3785
Addison Advisors
Vermont
$897K +$41.1K +293 +5%
KGC
3786
Kennon-Green & Company
Ohio
$896K -$14.9K -106 -2%
RGF
3787
Retirement Guys Formula
Ohio
$896K -$54.5K -389 -6%
DWM
3788
Dogwood Wealth Management
Kansas
$895K +$826K +5,891 New
VC
3789
Veery Capital
Delaware
$895K +$9.25K +66 +1%
NC
3790
NovaPoint Capital
Georgia
$888K +$72.8K +519 +10%
TA
3791
TrueWealth Advisors
Alabama
$888K +$12.3K +88 +2%
SWM
3792
SilverOak Wealth Management
Minnesota
$886K +$818K +5,834 New
KWA
3793
Kellett Wealth Advisors
Ohio
$883K -$19.6K -140 -2%
TSW
3794
Thompson Siegel & Walmsley
Virginia
$883K – – –
EPA
3795
Element Pointe Advisors
Florida
$879K -$8.41K -60 -1%
LFA
3796
Legend Financial Advisors
Pennsylvania
$878K -$11.2K -80 -1%
PD
3797
Planning Directions
Pennsylvania
$877K -$81.2K -579 -9%
AA
3798
Alesco Advisors
New York
$877K +$333K +2,373 +70%
PCM
3799
Presidio Capital Management
California
$877K -$1.4K -10 -0.2%
FGA
3800
Fortis Group Advisors
New Jersey
$876K +$105K +750 +11%
150 151
152
153 154