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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3201
Teza Capital Management
Illinois
$419K +$373K +3,570 New
MFS
3202
McNamara Financial Services
Massachusetts
$419K – – –
WE
3203
Wealth Effects
Massachusetts
$418K +$4.71K +45 +1%
AIA
3204
Accelerate Investment Advisors
California
$418K -$39.9K -382 -10%
QFP
3205
Quantum Financial Partners
Kansas
$418K +$372K +3,555 New
EFL
3206
ERn Financial LLC
Wisconsin
$417K +$941 +9 +0.3%
FFM
3207
Flagstone Financial Management
Nebraska
$417K – – –
RW
3208
Rede Wealth
Virginia
$417K -$5.02K -48 -1%
BCM
3209
BluePath Capital Management
Georgia
$417K +$101K +962 +37%
FS
3210
Ferguson Shapiro
Georgia
$417K +$12.6K +120 +4%
MF
3211
Manchester Financial
California
$416K +$7.01K +67 +2%
EP
3212
Essential Partners
California
$416K -$105 -1 -0%
SM
3213
Sweeney & Michel
California
$415K +$8.57K +82 +2%
B
3214
Bensler
Washington
$415K +$14.1K +135 +4%
FSWA
3215
Financial Synergies Wealth Advisors
Texas
$415K +$29K +277 +9%
UWP
3216
Uniting Wealth Partners
Kansas
$414K +$16.1K +154 +5%
CGA
3217
Crescent Grove Advisors
Illinois
$413K -$41.2K -394 -10%
FTEA
3218
Forty-three Eighteen Advisors
Arkansas
$412K +$367K +3,511 New
TWA
3219
Tulsa Wealth Advisors
Oklahoma
$412K -$42.5K -406 -10%
LC
3220
Landaas & Company
Wisconsin
$412K +$7.32K +70 +2%
TB
3221
Terril Brothers
Missouri
$411K – – –
ACA
3222
Ascension Capital Advisors
Texas
$411K +$45K +430 +14%
SFWC
3223
Strategic Family Wealth Counselors
New Jersey
$410K -$73.2K -700 -17%
CFO
3224
Custos Family Office
Texas
$409K -$191K -1,824 -34%
RFG
3225
REAP Financial Group
Texas
$408K -$116K -1,109 -24%
127 128
129
130 131