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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2976
Lifeworks Advisors
Michigan
$416K -$5.58K -36 -1%
KF
2977
K2 Financial
California
$415K +$1.86K +12 +0.4%
MHB
2978
Midwest Heritage Bank
Iowa
$415K +$465 +3 +0.1%
GRQ
2979
Gardner Russo & Quinn
Pennsylvania
$415K – – –
3F
2980
360 Financial
Minnesota
$413K – – –
SFS
2981
Strategic Financial Services
New York
$412K +$3.72K +24 +0.9%
KOC
2982
Koss-Olinger Consulting
Florida
$412K – – –
DAM
2983
Deltec Asset Management
New York
$412K – – –
ITB
2984
Idaho Trust Bank
Idaho
$411K +$6.66K +43 +2%
WAM
2985
WealthTrust Asset Management
Florida
$411K +$1.7K +11 +0.4%
CFSG
2986
Clark Financial Services Group
Missouri
$410K +$35.9K +232 +10%
LSWP
2987
Liberty Square Wealth Partners
Pennsylvania
$409K – – –
MCM
2988
MV Capital Management
Maryland
$408K +$37.8K +244 +10%
SA
2989
SoundView Advisors
Washington
$408K -$14.2K -92 -3%
RC
2990
Rovin Capital
Arizona
$408K +$6.66K +43 +2%
SAM
2991
Sompo Asset Management
Japan
$408K -$279K -1,799 -41%
BAS
2992
Brueske Advisory Services
Washington
$407K +$14.2K +92 +4%
SCM
2993
Silvant Capital Management
Georgia
$406K – – –
WWC
2994
Waypoint Wealth Counsel
Georgia
$406K +$94.2K +608 +30%
TB
2995
Terril Brothers
Missouri
$406K +$96.6K +624 +31%
FWP
2996
Falcon Wealth Planning
California
$405K +$80.7K +521 +25%
HWM
2997
HFR Wealth Management
New York
$404K – – –
KA
2998
Kooman & Associates
Pennsylvania
$404K +$9.14K +59 +2%
CAM
2999
Concorde Asset Management
Michigan
$402K +$404K +2,606 New
BWM
3000
BCGM Wealth Management
Indiana
$402K +$78.8K +509 +24%
118 119
120
121 122