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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
3401
Acorn Financial Advisory Services
Virginia
$336K -$159K -409 -31%
TSS
3402
Thomas Story & Son
Indiana
$336K -$39K -100 -10%
TFA
3403
Tobias Financial Advisors
Florida
$335K +$1.17K +3 +0.3%
PPW
3404
Presilium Private Wealth
Pennsylvania
$334K -$2.73K -7 -0.8%
TC
3405
Trust Company
Kansas
$334K +$17.5K +45 +5%
BI
3406
Bolthouse Investments
California
$334K – – –
RIS
3407
Retirement Income Solutions
Michigan
$334K – – –
MCM
3408
M1 Capital Management
Michigan
$333K -$5.07K -13 -1%
BDFN
3409
Bond & Devick Financial Network
Minnesota
$332K +$26.5K +68 +8%
EL
3410
Essex LLC
Illinois
$332K +$9.35K +24 +3%
LI
3411
LifeWealth Investments
Florida
$330K -$47.2K -121 -12%
LIA
3412
LifePlan Investment Advisors
North Carolina
$330K -$1.95K -5 -0.6%
OIS
3413
Okabena Investment Services
Minnesota
$330K -$779 -2 -0.2%
SC
3414
Saybrook Capital
North Carolina
$330K – – –
JHP
3415
James Hambro & Partners
United Kingdom
$330K – – –
HNW
3416
High Note Wealth
Minnesota
$330K – – –
LA
3417
Lane & Associates
New Jersey
$329K +$26.5K +68 +8%
CC
3418
Commons Capital
Massachusetts
$329K +$9.74K +25 +3%
AC
3419
ASB Consultores
Florida
$329K -$187K -481 -35%
CW
3420
Cook Wealth
North Carolina
$329K -$17.1K -44 -5%
MIS
3421
Morningstar Investment Services
Illinois
$328K -$46.8K -120 -12%
OPTFSNA
3422
Old Point Trust & Financial Services N A
Virginia
$327K – – –
CWM
3423
Castle Wealth Management
Florida
$325K +$20.7K +53 +6%
AHL
3424
Abel Hall LLC
Louisiana
$325K -$76.4K -196 -18%
MWA
3425
Motive Wealth Advisors
Michigan
$324K -$35.1K -90 -9%
135 136
137
138 139