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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3951
Greenhouse Wealth Management
Connecticut
$435K – – –
LFA
3952
Level Financial Advisors
New York
$433K +$29.3K +219 +7%
GWAM
3953
Guardian Wealth Advisors (Minnesota)
Minnesota
$432K -$12.2K -91 -3%
AA
3954
Alesco Advisors
New York
$432K -$206K -1,538 -31%
CWM
3955
Cahill Wealth Management
Michigan
$432K – – –
RFO
3956
RiverGlades Family Offices
Florida
$432K -$4.02K -30 -0.9%
DP
3957
Denver PWM
Colorado
$432K +$35.4K +264 +9%
SWM
3958
Sugarloaf Wealth Management
Georgia
$431K +$13.3K +99 +3%
LA
3959
Lane & Associates
New Jersey
$431K +$43.1K +322 +10%
BHWM
3960
Beaird Harris Wealth Management
Texas
$431K +$18.9K +141 +4%
TFF
3961
The Family Firm
Maryland
$430K -$509K -3,800 -53%
KTA
3962
Keeley-Teton Advisors
Illinois
$427K – – –
LCM
3963
Landscape Capital Management
New Jersey
$426K -$216K -1,614 -32%
AWA
3964
Alaska Wealth Advisors
Alaska
$426K +$16.1K +120 +4%
MPPW
3965
Mitchell & Pahl Private Wealth
Oklahoma
$425K +$1.74K +13 +0.4%
SAMT
3966
Select Asset Management & Trust
Pennsylvania
$425K +$83.3K +622 +23%
FSWA
3967
Financial Synergies Wealth Advisors
Texas
$425K -$93.8K -700 -17%
HC
3968
Hoese & Co
Minnesota
$425K – – –
LAM
3969
LifePro Asset Management
California
$423K -$9.92K -74 -2%
PWA
3970
Phoenix Wealth Advisors
North Carolina
$423K +$13.9K +104 +3%
DFA
3971
DHJJ Financial Advisors
Illinois
$422K -$13.4K -100 -3%
CIS
3972
Continental Investors Services
Washington
$422K -$415K -3,096 -48%
VA
3973
Verdad Advisers
Massachusetts
$422K -$172K -1,280 -28%
AAS
3974
Asset Allocation Strategies
Michigan
$419K +$4.15K +31 +0.9%
FSCM
3975
Front Street Capital Management
Montana
$418K +$147K +1,099 +50%
157 158
159
160 161