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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3076
Symphony Financial Services
Ohio
$523K -$299K -732 -35%
OAS
3077
Optivise Advisory Services
Tennessee
$523K +$40K +98 +8%
LSA
3078
Lion Street Advisors
Texas
$522K -$26.6K -65 -5%
TPWA
3079
TRUE Private Wealth Advisors
Oregon
$522K +$24.1K +59 +5%
BA
3080
Brightwater Advisory
Florida
$521K -$31.5K -77 -5%
BLAM
3081
Bourne Lent Asset Management
New York
$521K – – –
VST
3082
Van Strum & Towne
California
$520K -$8.58K -21 -2%
AR
3083
Apeiron RIA
Texas
$520K +$30.6K +75 +6%
AFW
3084
Avantra Family Wealth
Pennsylvania
$519K +$545K +1,335 New
HSWM
3085
Hubbell Strickland Wealth Management
Louisiana
$519K +$817 +2 +0.2%
SDH
3086
Sloy Dahl & Holst
Washington
$518K +$107K +261 +24%
PC
3087
Promus Capital
Illinois
$517K +$543K +1,330 New
D
3088
Dentgroup
Louisiana
$517K -$817 -2 -0.2%
TA
3089
Tectonic Advisors
Texas
$517K +$206K +504 +61%
HFP
3090
Holistic Financial Partners
Indiana
$516K +$21.7K +53 +4%
CAM
3091
Claret Asset Management
Quebec, Canada
$516K -$53.5K -131 -9%
LWM
3092
Laidlaw Wealth Management
New York
$516K -$14.7K -36 -3%
AIP
3093
Almanack Investment Partners
Pennsylvania
$516K +$817 +2 +0.2%
AFAS
3094
Acorn Financial Advisory Services
Virginia
$515K +$6.54K +16 +1%
NWA
3095
Navis Wealth Advisors
New York
$515K +$87.4K +214 +19%
BTWM
3096
Brass Tax Wealth Management
Ohio
$515K -$11.8K -29 -2%
AMBIA
3097
Allen Mooney & Barnes Investment Advisors
Georgia
$515K +$4.08K +10 +0.8%
FWSM
3098
First Wilshire Securities Management
California
$515K – – –
WA
3099
Waterford Advisors
New York
$513K +$4.9K +12 +0.9%
SFS
3100
Summit Financial Strategies
Ohio
$513K – – –
122 123
124
125 126