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Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
3401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$421K -$22.1K -121 -6%
JF
3402
JSF Financial
California
$420K -$7.48K -41 -2%
ACM
3403
Armbruster Capital Management
New York
$419K – – –
AWA
3404
Acorn Wealth Advisors
Michigan
$419K -$2.55K -14 -0.7%
TCOK
3405
Trust Company of Kansas
Kansas
$418K – – –
SCG
3406
Sonata Capital Group
Washington
$418K – – –
SAS
3407
Spurstone Advisory Services
Connecticut
$418K – – –
SHFG
3408
S Harris Financial Group
Texas
$417K +$75.5K +414 +26%
CIS
3409
Continental Investors Services
Washington
$417K +$69.8K +383 +20%
AWA
3410
Aletheian Wealth Advisors
Washington
$417K +$367K +2,015 New
WA
3411
Winter & Associates
Minnesota
$417K +$912 +5 +0.2%
LFS
3412
Legacy Financial Strategies
Kansas
$415K +$31.4K +172 +9%
LKWM
3413
Lee-Kelleher Wealth Management
Maryland
$415K – – –
LA
3414
Lakeside Advisors
Washington
$414K +$182 +1 +0%
SC
3415
Slow Capital
California
$414K – – –
AAP
3416
Aristotle Atlantic Partners
Florida
$414K +$365K +2,000 New
IPW
3417
Intergy Private Wealth
Colorado
$414K +$2.55K +14 +0.7%
HA
3418
Hofer & Associates
California
$414K +$15.9K +87 +5%
LWA
3419
Legacy Wealth Advisors
Florida
$413K +$82.1K +450 +29%
DWM
3420
DecisionMap Wealth Management
Virginia
$413K -$26.1K -143 -7%
DF
3421
Dunhill Financial
United Kingdom
$413K +$10.8K +59 +3%
CAM
3422
Clark Asset Management
New Hampshire
$412K +$74K +406 +26%
WA
3423
WESPAC Advisors
California
$412K -$56.2K -308 -13%
SFP
3424
Sterling Financial Planning
New Jersey
$412K -$25.2K -138 -6%
FPW
3425
Flywheel Private Wealth
California
$411K – – –
135 136
137
138 139