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Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
2801
PCA Investment Advisory Services
Ohio
$217K -$1.77K -36 -0.9%
MWP
2802
Meridian Wealth Partners
Pennsylvania
$216K +$4.03K +82 +2%
HA
2803
HFG Advisors
Ohio
$216K +$205K +4,170 New
AWM
2804
AAF Wealth Management
Massachusetts
$216K +$205K +4,169 New
SAM
2805
Smithbridge Asset Management
Pennsylvania
$215K – – –
SFA
2806
Source Financial Advisors
New York
$215K -$1.52K -31 -0.7%
NIA
2807
NIA Impact Advisors
California
$214K +$7.97K +162 +4%
AHB
2808
Abner Herrman & Brock
New Jersey
$214K +$6.69K +136 +3%
FWP
2809
Falcon Wealth Planning
California
$213K +$203K +4,126 New
IFPG
2810
Intrepid Financial Planning Group
Indiana
$213K – – –
TCBWMS
2811
Texas Capital Bank Wealth Management Services
Texas
$213K -$6.05K -123 -3%
HHGA
2812
Halbert Hargrove Global Advisors
California
$213K -$318K -6,470 -61%
SWM
2813
Seaside Wealth Management
California
$212K +$3.54K +72 +2%
MSFP
2814
Mark Sheptoff Financial Planning
Connecticut
$212K – – –
BBL
2815
Beck Bode LLC
Massachusetts
$212K +$4.53K +92 +2%
PAG
2816
Powers Advisory Group
Illinois
$212K +$201K +4,088 New
TCOO
2817
Trust Company of Oklahoma
Oklahoma
$211K -$24.3K -495 -11%
LSC
2818
Lesa Sroufe & Co
Washington
$211K – – –
MAG
2819
MRA Advisory Group
New Jersey
$211K -$1.67K -34 -0.8%
LFG
2820
Lazard Frères Gestion
France
$210K -$73.4K -1,492 -27%
CF
2821
Clarity Financial
Texas
$209K +$199K +4,039 New
DC
2822
Defender Capital
North Carolina
$208K – – –
KWA
2823
Kellett Wealth Advisors
Ohio
$208K – – –
WQ
2824
Wealth Quarterback
New Jersey
$207K -$4.43K -90 -2%
LC
2825
Landaas & Company
Wisconsin
$207K +$197K +4,003 New
111 112
113
114 115