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Name Holding Trade Value Shares
Change
Change in
Stake
ODA
5051
One Degree Advisors
California
$492K -$249K -1,100 -33%
GT
5052
GreatBanc Trust
Illinois
$491K +$506K +2,237 New
TF
5053
Theory Financial
Colorado
$491K -$6.79K -30 -1%
III
5054
Independent Investors Inc
New York
$491K
RFP
5055
Roth Financial Partners
Texas
$487K
AIA
5056
Arbor Investment Advisors
North Carolina
$487K +$53.9K +238 +12%
KFG
5057
Kropog Financial Group
Louisiana
$487K -$3.4K -15 -0.7%
EBSAM
5058
Eubel Brady & Suttman Asset Management
Ohio
$486K +$263K +1,161 +110%
AWM
5059
Allen Wealth Management
North Carolina
$486K +$34.9K +154 +7%
FAP
5060
Financial Advisory Partners
Florida
$485K -$20.4K -90 -4%
DWA
5061
Dougherty Wealth Advisers
Minnesota
$485K -$10.6K -47 -2%
AWM
5062
Altus Wealth Management
Kentucky
$484K -$20.1K -89 -4%
HAS
5063
Horizon Advisory Services
New York
$483K
WFM
5064
Wolff Financial Management
Michigan
$483K
RWM
5065
Raffa Wealth Management
District of Columbia
$483K -$125K -552 -20%
ES
5066
ETF Store
Kansas
$482K -$3.62K -16 -0.7%
EFG
5067
Ehrlich Financial Group
California
$480K +$10.2K +45 +2%
CIG
5068
Cairn Investment Group
Washington
$480K -$264K -1,165 -35%
DWM
5069
Dopkins Wealth Management
New York
$478K -$7.7K -34 -2%
TWP
5070
Total Wealth Planning
Ohio
$475K +$163K +722 +50%
PWA
5071
Peterson Wealth Advisors
Utah
$475K +$31.2K +138 +7%
EAM
5072
Eschler Asset Management
United Kingdom
$474K +$27.2K +120 +6%
KFSC
5073
Keystone Financial Services (Colorado)
Colorado
$474K +$83.1K +367 +20%
GKFF
5074
George Kaiser Family Foundation
Oklahoma
$473K
LSL
5075
Legacy Solutions LLC
Pennsylvania
$473K +$11.5K +51 +2%