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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2576
TS Financial Group (TSFG)
Illinois
$347K +$4.63K +28 +1%
ACM
2577
Aquatic Capital Management
Illinois
$347K +$397K +2,400 New
PHAM
2578
Palisades Hudson Asset Management
Florida
$346K +$29.3K +177 +8%
SFC
2579
SYM Financial Corp
Indiana
$346K +$82.2K +497 +26%
HFP
2580
Holistic Financial Partners
Indiana
$345K -$18.7K -113 -5%
SAMT
2581
Select Asset Management & Trust
Pennsylvania
$344K -$65.3K -395 -14%
OIM
2582
Oder Investment Management
California
$344K -$17.5K -106 -4%
WWA
2583
WC Walker & Associates
California
$342K -$1.16K -7 -0.3%
CA
2584
CastleArk Alternatives
Illinois
$340K +$388K +2,350 New
BWM
2585
Baystate Wealth Management
Massachusetts
$339K -$17.2K -104 -4%
UFA
2586
US Financial Advisors
Massachusetts
$338K – – –
LC
2587
Landaas & Company
Wisconsin
$337K -$26.3K -159 -6%
SLA
2588
Silver Lake Advisory
Utah
$337K +$7.11K +43 +2%
ACM
2589
AUA Capital Management
Pennsylvania
$336K +$496 +3 +0.1%
NFG
2590
Nadler Financial Group
Illinois
$335K -$10.9K -66 -3%
SFG
2591
Sather Financial Group
Texas
$334K -$165K -1,000 -30%
FFG
2592
Frisch Financial Group
New York
$334K +$1.82K +11 +0.5%
QFA
2593
Quantum Financial Advisors
California
$334K +$355K +2,146 New
PFA
2594
Pettinga Financial Advisors
Indiana
$332K -$8.27K -50 -2%
CCP
2595
Carmel Capital Partners
California
$329K +$15.7K +95 +4%
SHWM
2596
Silicon Hills Wealth Management
Texas
$328K -$224K -1,358 -37%
KOMWMG
2597
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$327K +$373K +2,256 New
FSWA
2598
Financial Synergies Wealth Advisors
Texas
$326K -$1.25M -7,560 -77%
FPTW
2599
Franklin, Parlapiano, Turner & Welch
Texas
$326K -$114K -688 -23%
AGA
2600
Arkos Global Advisors
Texas
$325K +$31.7K +192 +9%
102 103
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