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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2301
KPP Advisory Services
Kentucky
$926K +$12.2K +80 +1%
JTF
2302
J. Team Financial
Texas
$926K +$312K +2,049 +51%
1WM
2303
1900 Wealth Management
Texas
$924K +$55.6K +365 +6%
BCM
2304
Blume Capital Management
California
$924K -$76.2K -500 -8%
AA
2305
Acorns Advisers
California
$922K +$101K +661 +12%
MIM
2306
Miller Investment Management
Pennsylvania
$921K – – –
DFS
2307
Dixon Fnancial Services
California
$918K +$762 +5 +0.1%
LC
2308
Lavaca Capital
Texas
$917K +$626K +4,111 +216%
HDIM
2309
Hanson & Doremus Investment Management
Vermont
$917K -$23.8K -156 -3%
WP
2310
WealthShield Partners
North Carolina
$916K +$170K +1,117 +23%
PWPS
2311
Pinnacle Wealth Planning Services
Ohio
$916K -$48.1K -316 -5%
SSWM
2312
Strait & Sound Wealth Management
California
$914K +$913K +5,994 New
LAM
2313
Lummis Asset Management
Texas
$914K -$12.3K -81 -1%
IIL
2314
Income Insurance Ltd
$913K +$913K +5,992 New
PPG
2315
Peak Planning Group
Colorado
$912K +$495K +3,247 +119%
LIA
2316
LBMC Investment Advisors
Tennessee
$912K +$1.98K +13 +0.2%
SPA
2317
Shore Point Advisors
New Jersey
$910K – – –
CI
2318
Ceera Investments
Texas
$909K -$188K -1,236 -17%
CV
2319
Counterweight Ventures
North Carolina
$909K – – –
GCP
2320
GSA Capital Partners
United Kingdom
$909K +$908K +5,962 New
PA
2321
Probity Advisors
Texas
$909K +$272K +1,784 +43%
RPGK
2322
Retirement Planning Group (Kansas)
Kansas
$905K +$2.13K +14 +0.2%
GPWA
2323
Gaddis Premier Wealth Advisors
Oklahoma
$904K +$903K +5,930 New
KCM
2324
Kathmere Capital Management
Pennsylvania
$904K +$69.9K +459 +8%
LCGC
2325
Legacy Capital Group California
California
$903K -$6.55K -43 -0.7%
91 92
93
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