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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3476
DHJJ Financial Advisors
Illinois
$329K – – –
AMBIA
3477
Allen Mooney & Barnes Investment Advisors
Georgia
$329K +$7.33K +20 +2%
RP
3478
Riverwater Partners
Wisconsin
$329K +$7.69K +21 +2%
PWM
3479
Peak Wealth Management
New Hampshire
$329K +$350K +955 New
AFM
3480
Aspetuck Financial Management
Connecticut
$328K – – –
FAG
3481
Fortitude Advisory Group
Washington
$328K +$12.5K +34 +4%
TPWA
3482
Twin Peaks Wealth Advisors
California
$328K +$27.1K +74 +9%
MA
3483
Mezzasalma Advisors
New Jersey
$327K -$9.16K -25 -3%
PD
3484
Planning Directions
Pennsylvania
$327K -$42.1K -115 -11%
HA
3485
Hanover Advisors
South Carolina
$327K -$2.2K -6 -0.6%
TSWM
3486
Triangle Securities Wealth Management
North Carolina
$326K +$12.8K +35 +4%
AAM
3487
Austin Asset Management
Texas
$325K +$3.66K +10 +1%
MWA
3488
Motive Wealth Advisors
Michigan
$325K -$38.5K -105 -10%
FGAM
3489
Financial Gravity Asset Management
Texas
$325K – – –
FPH
3490
Financial Planning Hawaii
Hawaii
$325K +$345K +943 New
HA
3491
HC Advisors
Georgia
$324K -$176K -481 -34%
AWA
3492
Acumen Wealth Advisors
Tennessee
$323K +$344K +939 New
ECAM
3493
East Coast Asset Management
Massachusetts
$322K -$37.7K -103 -10%
IA
3494
Invested Advisors
Pennsylvania
$322K -$11.4K -31 -3%
GPWA
3495
Gaddis Premier Wealth Advisors
Oklahoma
$322K +$343K +936 New
HIF
3496
Hill Island Financial
Michigan
$321K -$2.2K -6 -0.6%
ANBOT
3497
American National Bank of Texas
Texas
$321K +$10.6K +29 +3%
M1FG
3498
Mach-1 Financial Group
Arkansas
$320K -$85K -232 -20%
MAMG
3499
Milestone Asset Management Group
Connecticut
$320K +$145K +396 +74%
MWM
3500
Momentous Wealth Management
Washington
$320K +$149K +407 +78%
138 139
140
141 142