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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3826
Lifeworks Advisors
Michigan
$281K -$162K -1,640 -33%
GPWA
3827
Great Point Wealth Advisors
Massachusetts
$281K +$1.98K +20 +0.6%
LTAS
3828
Linden Thomas Advisory Services
North Carolina
$281K +$330K +3,342 New
FSWA
3829
Financial Synergies Wealth Advisors
Texas
$281K – – –
BF
3830
Brogan Financial
Tennessee
$281K +$330K +3,340 New
SPC
3831
Stewart & Patten Company
California
$280K +$11.2K +113 +4%
WFAG
3832
Wescott Financial Advisory Group
Pennsylvania
$279K -$74.1K -750 -18%
SMF
3833
Sterling Manor Financial
New York
$279K -$7.9K -80 -2%
VST
3834
Van Strum & Towne
California
$279K – – –
AWM
3835
Abound Wealth Management
Tennessee
$279K -$23.6K -239 -7%
PA
3836
Parkside Advisors
California
$277K +$41.5K +420 +15%
KA
3837
Kooman & Associates
Pennsylvania
$277K +$326K +3,299 New
IFU
3838
iSAM Funds (UK)
United Kingdom
$276K +$325K +3,289 New
SMG
3839
Smart Money Group
Texas
$276K +$89.3K +904 +38%
LFA
3840
Level Financial Advisors
New York
$275K -$35.9K -363 -10%
OFA
3841
Oak Family Advisors
Illinois
$275K -$144K -1,453 -31%
SNBOSCI
3842
Security National Bank of Sioux City Iowa
Iowa
$274K +$109K +1,103 +51%
EDRIA
3843
Edmonds Duncan Registered Investment Advisors
Kansas
$274K – – –
RI
3844
Rinkey Investments
California
$273K -$71.6K -725 -18%
DI
3845
DDFG Inc
California
$273K +$321K +3,249 New
RIG
3846
Renaissance Investment Group
Massachusetts
$273K -$68.2K -690 -18%
KIG
3847
Kessler Investment Group
Indiana
$272K -$4.77M -48,249 -94%
UWM
3848
USAdvisors Wealth Management
Minnesota
$272K +$35.5K +359 +12%
KWM
3849
KFG Wealth Management
Indiana
$272K +$320K +3,238 New
CFAM
3850
Center For Asset Management
Florida
$271K – – –
152 153
154
155 156