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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
4226
First Personal Financial Services
North Carolina
$699K +$35.4K +194 +5%
CKAIS
4227
Christensen King & Associates Investment Services
Washington
$698K -$6.2K -34 -0.9%
BF
4228
Brogan Financial
Tennessee
$698K +$65.5K +359 +11%
HCA
4229
Hyperion Capital Advisors
New York
$697K – – –
3F
4230
360 Financial
Minnesota
$696K +$32.1K +176 +5%
GPWA
4231
Great Point Wealth Advisors
Massachusetts
$691K +$43.1K +236 +7%
SHWM
4232
Smith & Howard Wealth Management
Georgia
$690K – – –
MSRI
4233
Michael S. Ryan Inc
New York
$688K -$3.47K -19 -0.5%
TFA
4234
TPG Financial Advisors
Oregon
$687K -$60.8K -333 -8%
MIM
4235
Martin Investment Management
Florida
$685K – – –
CW
4236
Cook Wealth
North Carolina
$685K -$49.1K -269 -7%
BDFN
4237
Bond & Devick Financial Network
Minnesota
$684K – – –
PIM
4238
Parker Investment Management
California
$684K -$35K -192 -5%
TFA
4239
Trinity Financial Advisors
Ohio
$682K +$16.4K +90 +3%
WAG
4240
Wheelhouse Advisory Group
Missouri
$682K -$1.64K -9 -0.2%
BA
4241
Bellwether Advisors
Nebraska
$680K +$44.7K +245 +7%
TIM
4242
Thompson Investment Management
Wisconsin
$679K – – –
FSWA
4243
Financial Synergies Wealth Advisors
Texas
$679K +$50.2K +275 +8%
TI
4244
tru Independence
Oregon
$679K +$36.9K +202 +6%
W
4245
WorthPointe
California
$678K +$44K +241 +7%
KP
4246
Kitching Partners
Pennsylvania
$677K +$379K +2,078 +134%
LWA
4247
Ledgewood Wealth Advisors
New Hampshire
$677K – – –
SM
4248
Sensible Money
Arizona
$676K +$7.3K +40 +1%
MAP
4249
Moody Aldrich Partners
Massachusetts
$676K -$107K -589 -14%
SA
4250
Stewardship Advisors
Pennsylvania
$676K +$662K +3,630 New
168 169
170
171 172