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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1776
LifePlan Financial Group
Ohio
$369K -$2.83K -8 -0.7%
TCM
1777
Towercrest Capital Management
Pennsylvania
$369K – – –
LFA
1778
Legacy Financial Advisors
Kentucky
$368K -$51.7K -146 -11%
LWM
1779
Lenox Wealth Management
Ohio
$368K -$29K -82 -7%
RW
1780
REDW Wealth
New Mexico
$367K – – –
OCM
1781
Orser Capital Management
Texas
$366K -$70.8K -200 -15%
SIAS
1782
Shine Investment Advisory Services
Colorado
$366K -$54.2K -153 -12%
NFG
1783
NewFocus Financial Group
Washington
$366K +$106K +299 +36%
TCA
1784
Transcend Capital Advisors
New Jersey
$366K +$398K +1,123 New
MWP
1785
Meridian Wealth Partners
Pennsylvania
$366K +$398K +1,124 New
DFA
1786
Delta Financial Advisors
Louisiana
$365K +$5.31K +15 +1%
AA
1787
Aufman Associates
Pennsylvania
$365K +$396K +1,119 New
LP
1788
LMR Partners
United Kingdom
$363K -$1.49M -4,219 -79%
DTC
1789
Davidson Trust Company
Washington
$363K +$395K +1,116 New
UWM
1790
USAdvisors Wealth Management
Minnesota
$362K – – –
BOPW
1791
Brandywine Oak Private Wealth
Pennsylvania
$360K -$268K -757 -41%
P
1792
&Partners
Tennessee
$360K -$122K -345 -24%
MA
1793
MCF Advisors
Kentucky
$360K – – –
NJBEST
1794
New Jersey Better Educational Savings Trust
New Jersey
$358K +$35.4K +100 +10%
PCM
1795
Palisade Capital Management
New Jersey
$358K +$142K +400 +57%
AIA
1796
Allied Investment Advisors
Montana
$356K – – –
FSC
1797
Full Sail Capital
Oklahoma
$356K +$67.3K +190 +23%
PIA
1798
Pinion Investment Advisors
Kansas
$355K +$37.2K +105 +11%
AWM
1799
Argent Wealth Management
Massachusetts
$355K +$386K +1,090 New
1W
1800
1776 Wealth
Georgia
$354K +$365K +1,030 New
70 71
72
73 74