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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3151
Carrera Capital Advisors
Michigan
$248K +$2.98K +20 +1%
AIS
3152
AM Investment Strategies
Tennessee
$247K -$10.1K -68 -1%
PAG
3153
Private Advisory Group
Washington
$247K +$249K +1,675 New
LGW
3154
Leslie Global Wealth
Illinois
$246K -$29.9K -201 -11%
KFSC
3155
Keystone Financial Services (Colorado)
Colorado
$246K -$41.7K -280 -14%
OPPS
3156
Obsidian Personal Planning Solutions
Maryland
$245K -$1.19K -8 -0.5%
BI
3157
Ballast Inc
Kentucky
$245K -$4.02K -27 -2%
SP
3158
Symmetry Partners
Connecticut
$245K -$1.61M -10,822 -87%
BIA
3159
Benchmark Investment Advisors
Illinois
$245K -$102K -685 -29%
SRWM
3160
Shira Ridge Wealth Management
California
$244K -$63.1K -424 -20%
SHWM
3161
Smith & Howard Wealth Management
Georgia
$243K – – –
HA
3162
Hofer & Associates
California
$243K +$20.5K +138 +9%
SWIG
3163
Strategic Wealth Investment Group
Kentucky
$243K -$63K -423 -21%
FWSM
3164
First Wilshire Securities Management
California
$243K – – –
LC
3165
Landaas & Company
Wisconsin
$243K – – –
BA
3166
Bluesphere Advisors
Pennsylvania
$243K +$149 +1 +0.1%
RIM
3167
Reliant Investment Management
Tennessee
$243K +$11.8K +79 +5%
PNAA
3168
Pictet North America Advisors
Switzerland
$242K -$7.46M -50,089 -97%
BWM
3169
BCGM Wealth Management
Indiana
$241K +$11.3K +76 +5%
RS
3170
Rakuten Securities
Japan
$240K -$23.8K -160 -9%
BCP
3171
Blue Chip Partners
Michigan
$240K -$3.13K -21 -1%
FWM
3172
FSA Wealth Management
Massachusetts
$240K +$243K +1,632 New
AFAS
3173
Acorn Financial Advisory Services
Virginia
$240K -$9.23K -62 -4%
BIA
3174
Bigelow Investment Advisors
Maine
$240K -$24K -161 -9%
DFG
3175
Demars Financial Group
Washington
$240K -$447 -3 -0.2%
125 126
127
128 129