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Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
2201
Bradley & Co Private Wealth Management
Florida
$424K -$88.8K -1,007 -18%
ACM
2202
Argent Capital Management
Missouri
$423K -$61.3K -695 -13%
EA
2203
Eclectic Associates
California
$422K -$281K -3,193 -41%
SFA
2204
Source Financial Advisors
New York
$422K +$29.4K +334 +8%
LF
2205
LifeSteps Financial
California
$421K +$27K +306 +7%
OIM
2206
Orca Investment Management
Oregon
$421K +$32K +363 +8%
FPFS
2207
First Personal Financial Services
North Carolina
$421K -$5.82K -66 -1%
ARC
2208
Advisor Resource Council
Texas
$420K -$380K -4,314 -48%
FMI
2209
F/M Investments
District of Columbia
$419K – – –
HKAM
2210
Horizon Kinetics Asset Management
New York
$418K +$148K +1,682 +57%
AFG
2211
Allegheny Financial Group
Pennsylvania
$416K +$16K +181 +4%
HCA
2212
Horan Capital Advisors
Ohio
$416K -$2.65K -30 -0.6%
EFA
2213
Evernest Financial Advisors
Indiana
$415K +$405K +4,598 New
SFS
2214
Strategic Financial Services
New York
$415K -$119K -1,350 -23%
BHPW
2215
Beverly Hills Private Wealth
California
$414K -$14.4K -163 -3%
BPFA
2216
Barnes Pettey Financial Advisors
Mississippi
$414K -$5.29K -60 -1%
MLFP
2217
MPS Loria Financial Planners
Illinois
$413K +$4.67K +53 +1%
AI
2218
ArchPoint Investors
Florida
$412K – – –
LWL
2219
Leo Wealth LLC
Texas
$412K +$341K +3,865 New
SWM
2220
Sendero Wealth Management
Texas
$412K – – –
EFSCE
2221
Enterprise Financial Services Corp (EFSC)
Missouri
$411K +$114K +1,291 +40%
CAS
2222
Coppell Advisory Solutions
Texas
$411K +$103K +1,167 +35%
RIM
2223
Rakuten Investment Management
Japan
$409K +$399K +4,524 New
WA
2224
Wealth Architects
California
$408K -$28.8K -327 -7%
EAM
2225
Evanson Asset Management
California
$407K +$14.9K +169 +4%
87 88
89
90 91