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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
3526
Tanglewood Legacy Advisors
Texas
$109K +$341 +1 +0.3%
FFL
3527
Financial Freedom LLC
Ohio
$109K – – –
VWWMG
3528
Vermillion & White Wealth Management Group
Pennsylvania
$107K +$682 +2 +0.6%
PCWA
3529
Pacific Capital Wealth Advisors
California
$107K +$37.9K +111 +56%
FCT
3530
First Community Trust
Iowa
$106K – – –
LIA
3531
Luken Investment Analytics
Tennessee
$106K – – –
ACA
3532
Atlas Capital Advisors
Wyoming
$104K – – –
AAG
3533
Accordant Advisory Group
Maryland
$103K -$660K -1,936 -87%
NI
3534
NCP Inc
California
$103K – – –
MFG
3535
Mendota Financial Group
Wisconsin
$97.2K -$145K -424 -60%
CIAS
3536
CBIZ Investment Advisory Services
Ohio
$97K – – –
GIM
3537
Gold Investment Management
Alberta, Canada
$95K – – –
BIC
3538
Beach Investment Counsel
Pennsylvania
$95K +$93.8K +275 New
FG
3539
Fairman Group
Pennsylvania
$94.7K – – –
RFG
3540
REAP Financial Group
Texas
$94.6K +$3.07K +9 +3%
RBC
3541
Roble Belko & Company
Pennsylvania
$92K – – –
PPA
3542
Painted Porch Advisors
California
$89.4K -$103K -302 -54%
LWA
3543
Lowe Wealth Advisors
Maryland
$89K – – –
HC
3544
Hoese & Co
Minnesota
$87.4K – – –
AP
3545
Aspect Partners
Virginia
$86.7K -$1.02K -3 -1%
FFA
3546
Fairfield Financial Advisors
Massachusetts
$82.3K +$81.5K +239 New
CIR
3547
Clear Investment Research
Georgia
$81.6K +$341 +1 +0.4%
TIM
3548
Thompson Investment Management
Wisconsin
$80.6K – – –
HWM
3549
HighMark Wealth Management
Minnesota
$79.6K – – –
GA
3550
GoalVest Advisory
New York
$79.2K -$71.6K -210 -48%
140 141
142
143 144