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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1176
PDS Planning
Ohio
$469K +$71.8K +911 +18%
FIA
1177
FNY Investment Advisers
New York
$468K +$244K +3,093 +110%
PIFP
1178
Partners in Financial Planning
Virginia
$467K – – –
RIA
1179
Regal Investment Advisors
Michigan
$466K -$15.8K -201 -3%
PWAM
1180
Private Wealth Asset Management
Iowa
$465K -$1.18K -15 -0.3%
OP
1181
ORG Partners
Indiana
$465K +$405K +5,137 +714%
PCM
1182
Parsons Capital Management
Rhode Island
$462K +$459K +5,826 New
SSC
1183
Syverson Strege & Co
Iowa
$462K +$7.41K +94 +2%
AOI
1184
Auto-Owners Insurance
Michigan
$461K +$12.1K +154 +3%
KOC
1185
Koss-Olinger Consulting
Florida
$461K -$127K -1,608 -22%
FFG
1186
Fiduciary Financial Group
California
$460K +$7.96K +101 +2%
VIP
1187
Value Investment Professionals
New York
$458K +$455K +5,777 New
TFIPS
1188
Towarzystwo Funduszy Inwestycyjnych PZU SA
$458K – – –
AWM
1189
Aprio Wealth Management
Georgia
$457K +$17.9K +227 +5%
WE
1190
Wealth Effects
Massachusetts
$457K -$15.7K -199 -3%
FHC
1191
First Horizon Corporation
Tennessee
$456K +$22.9K +290 +5%
AA
1192
Ancora Advisors
Ohio
$454K +$38.3K +486 +9%
AIM
1193
Advyzon Investment Management
Illinois
$451K +$134K +1,704 +43%
B
1194
Birchbrook
Maine
$450K -$29.1K -369 -6%
RWM
1195
Ruedi Wealth Management
Illinois
$449K +$446K +5,661 New
LFG
1196
Larson Financial Group
Missouri
$447K +$66.1K +839 +17%
SGI
1197
Summit Global Investments
Utah
$447K +$444K +5,636 New
AF
1198
Amara Financial
California
$447K – – –
BWG
1199
Beta Wealth Group
California
$446K -$118K -1,498 -21%
PE
1200
PCM Encore
Colorado
$446K +$443K +5,617 New
46 47
48
49 50