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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3176
Montis Financial
Massachusetts
$477K +$54.3K +138 +13%
BFA
3177
Brown Financial Advisors
Ohio
$477K -$7.47K -19 -2%
LAM
3178
Lifestyle Asset Management
Texas
$476K +$72K +183 +18%
B
3179
Bellecapital
Switzerland
$476K +$238K +605 +106%
FA
3180
Fiducient Advisors
Illinois
$475K +$16.1K +41 +4%
HP
3181
Holistic Planning
Texas
$475K +$48.4K +123 +12%
KLI
3182
Kelman-Lazarov Inc
Tennessee
$475K -$10.6K -27 -2%
AF
3183
Apollon Financial
South Carolina
$474K +$22K +56 +5%
WHCI
3184
W.H. Cornerstone Investments
Massachusetts
$474K -$528K -1,344 -53%
TFIPS
3185
Towarzystwo Funduszy Inwestycyjnych PZU SA
$474K – – –
WAG
3186
Windsor Advisory Group
Ohio
$474K +$460K +1,170 New
MFT
3187
Moisand Fitzgerald Tamayo
Florida
$473K -$41.3K -105 -8%
RA
3188
Rise Advisors
New York
$472K +$19.3K +49 +4%
M1FG
3189
Mach-1 Financial Group
Arkansas
$472K -$518K -1,317 -53%
IAS
3190
Integrity Advisory Solutions
Texas
$472K +$457K +1,163 New
OW
3191
Olistico Wealth
Oklahoma
$471K -$1.57K -4 -0.3%
FHWM
3192
Fox Hill Wealth Management
Massachusetts
$471K -$11.4K -29 -2%
GIM
3193
Guild Investment Management
California
$470K – – –
NFTC
3194
North Forty Two & Co
Oregon
$470K – – –
FWM
3195
Focused Wealth Management
New York
$469K +$21.2K +54 +5%
FWM
3196
Forza Wealth Management
Florida
$468K – – –
PP
3197
Pingora Partners
Wyoming
$468K – – –
RIP
3198
Reliant Investment Partners
North Carolina
$467K – – –
QFPS
3199
Quantum Financial Planning Services
Washington
$467K +$22.8K +58 +5%
LMKC
3200
L.M. Kohn & Company
Ohio
$466K -$2.77M -7,039 -86%
126 127
128
129 130