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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1226
Summit Financial Wealth Advisors
Louisiana
$167K +$3.68K +273 +2%
LIA
1227
LBMC Investment Advisors
Tennessee
$166K +$594 +44 +0.4%
SMC
1228
Smith, Moore & Co
Missouri
$166K +$27.1K +2,012 +20%
FFP
1229
FourThought Financial Partners
Florida
$166K +$1.13K +84 +0.7%
KCP
1230
Kera Capital Partners
California
$166K +$6.41K +475 +4%
LP
1231
LMR Partners
United Kingdom
$166K -$1.49M -110,574 -90%
CAM
1232
Columbia Asset Management
Michigan
$166K – – –
CWP
1233
Cyndeo Wealth Partners
Florida
$165K -$3.28K -243 -2%
GC
1234
Grimes & Company
Massachusetts
$165K -$23.7K -1,757 -13%
GLA
1235
Great Lakes Advisors
Illinois
$165K +$160K +11,857 New
BWP
1236
Balboa Wealth Partners
Arizona
$164K +$9.92K +735 +7%
HT
1237
Headlands Technologies
Illinois
$164K +$159K +11,813 New
CL
1238
COWA LLC
Oklahoma
$164K – – –
ACG
1239
Allen Capital Group
Nebraska
$164K +$3.44K +255 +2%
DCA
1240
DB&C Advisors
Michigan
$164K -$702 -52 -0.4%
GI
1241
GAMCO Investors
Connecticut
$163K – – –
TWP
1242
Tempus Wealth Planning
California
$163K -$11.3K -836 -7%
ONST
1243
Old North State Trust
North Carolina
$163K – – –
JWM
1244
Jessup Wealth Management
Ohio
$163K +$445 +33 +0.3%
WRPWM
1245
Werba Rubin Papier Wealth Management
California
$163K -$42.7K -3,168 -21%
WSFS
1246
Wilmington Savings Fund Society
Delaware
$163K +$6.5K +482 +4%
SA
1247
Stewardship Advisors
Pennsylvania
$162K -$1.75K -130 -1%
CCP
1248
Cane Capital Partners
Louisiana
$162K -$688 -51 -0.4%
MFS
1249
Miller Financial Services
Michigan
$161K -$47K -3,487 -23%
ASA
1250
Axxion S.A.
Luxembourg
$161K +$156K +11,560 New
48 49
50
51 52