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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3176
Security Financial Services
Indiana
$315K -$403K -1,180 -56%
FL
3177
Fort LP
Maryland
$314K +$21.5K +63 +7%
RIS
3178
Retirement Income Solutions
Michigan
$313K – – –
TFA
3179
Tobias Financial Advisors
Florida
$313K +$38.2K +112 +14%
AWA
3180
Adapt Wealth Advisors
Georgia
$312K +$94.1K +276 +44%
FA
3181
FSA Advisors
Michigan
$312K -$22.5K -66 -7%
OIS
3182
Okabena Investment Services
Minnesota
$312K -$341 -1 -0.1%
PAG
3183
Paladin Advisory Group
Iowa
$311K – – –
SP
3184
Saranac Partners
$311K -$73K -214 -19%
PWMG
3185
Pinnacle Wealth Management Group
Michigan
$310K -$15.3K -45 -5%
LWMM
3186
Legacy Wealth Management (Mississippi)
Mississippi
$310K – – –
SC
3187
Saybrook Capital
North Carolina
$310K – – –
JHP
3188
James Hambro & Partners
United Kingdom
$310K -$51.2K -150 -14%
AWA
3189
Archvest Wealth Advisors
California
$308K +$313K +917 New
TA
3190
TrueWealth Advisors
Alabama
$307K -$3.07K -9 -1%
EL
3191
Essex LLC
Illinois
$307K +$3.41K +10 +1%
SWP
3192
Semus Wealth Partners
Florida
$307K -$53.6K -157 -15%
T
3193
TOBAM
France
$306K -$205K -600 -40%
MAG
3194
M3 Advisory Group
Massachusetts
$306K +$115K +337 +61%
WC
3195
Wexford Capital
Florida
$305K +$303K +887 New
EWP
3196
Elevation Wealth Partners
California
$305K – – –
WOSD
3197
WFA of San Diego
California
$304K +$302K +884 New
SLG
3198
Stanley-Laman Group
Pennsylvania
$304K – – –
LIA
3199
LifePlan Investment Advisors
North Carolina
$302K +$13.3K +39 +5%
VPP
3200
Vertex Planning Partners
Illinois
$301K +$7.16K +21 +2%
126 127
128
129 130