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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2526
LBMC Investment Advisors
Tennessee
$333K +$226 +4 +0.1%
GWM
2527
Greenhouse Wealth Management
Connecticut
$333K +$1.92K +34 +0.6%
SEEDPG
2528
S.E.E.D. Planning Group
New York
$333K +$12.8K +226 +4%
SPWM
2529
Spartan Planning & Wealth Management
North Carolina
$333K +$338K +5,972 New
SFS
2530
Security Financial Services
Indiana
$331K -$8.94K -158 -3%
SHFA
2531
SC&H Financial Advisors
Maryland
$330K -$14.8K -261 -4%
TWM
2532
Titus Wealth Management
California
$328K -$6.73K -119 -2%
SSW
2533
Smith Shellnut Wilson
Mississippi
$328K – – –
WFA
2534
WMG Financial Advisors
Tennessee
$327K -$26.6K -470 -7%
RWMH
2535
Riverpoint Wealth Management Holdings
Illinois
$327K +$2.15K +38 +0.7%
BWM
2536
BNC Wealth Management
Oregon
$327K +$110K +1,938 +49%
BEAM
2537
Baker Ellis Asset Management
Washington
$326K -$45.3K -800 -12%
IAG
2538
Investment Advisory Group
Massachusetts
$325K -$2.83K -50 -0.9%
OA
2539
Operose Advisors
Wisconsin
$325K +$20.4K +360 +7%
JAG
2540
Journey Advisory Group
Kentucky
$324K +$7.36K +130 +2%
LGA
2541
Lebenthal Global Advisors
New York
$324K +$32.4K +573 +11%
OA
2542
Oxbow Advisors
Texas
$323K -$30K -530 -8%
T
2543
TNF
Montana
$321K +$792 +14 +0.2%
LFG
2544
Lockerman Financial Group
California
$320K +$9.68K +171 +3%
BSSFA
2545
Baron Silver Stevens Financial Advisors
Florida
$320K +$52.7K +932 +19%
WCM
2546
Washburn Capital Management
Florida
$319K +$323K +5,716 New
AIS
2547
AM Investment Strategies
Tennessee
$318K +$453 +8 +0.1%
UL
2548
Unionview LLC
Washington
$317K -$340 -6 -0.1%
HWMG
2549
Hurlow Wealth Management Group
Indiana
$317K – – –
OCPWS
2550
One Charles Private Wealth Services
Massachusetts
$317K +$1.25K +22 +0.4%
100 101
102
103 104