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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2476
Plato Investment Management
Australia
$167K +$154K +1,021 New
LFA
2477
LGT Financial Advisors
Texas
$164K -$2.57K -17 -2%
RDFA
2478
Ritter Daniher Financial Advisory
Ohio
$160K – – –
LWA
2479
Lowe Wealth Advisors
Maryland
$160K – – –
C
2480
Covestor
United Kingdom
$159K -$6.5K -43 -4%
AW
2481
Avion Wealth
Texas
$158K +$8.46K +56 +6%
KA
2482
Kozak & Associates
Colorado
$158K -$46.1K -305 -24%
MAM
2483
Marquette Asset Management
Minnesota
$157K -$16.3K -108 -10%
RG
2484
Retirement Group
California
$156K -$42.8K -283 -23%
LTI
2485
Laffer Tengler Investments
Tennessee
$154K – – –
FFL
2486
Financial Freedom LLC
Ohio
$153K -$19.5K -129 -12%
TLA
2487
Tanglewood Legacy Advisors
Texas
$152K -$101K -670 -42%
BL
2488
BFSG LLC
California
$144K +$133K +880 New
CPA
2489
Clear Point Advisors
New York
$143K +$132K +876 New
SA
2490
Scarborough Advisors
Maryland
$143K +$132K +874 New
KWAG
2491
Kiely Wealth Advisory Group
North Carolina
$142K +$114K +753 New
PCWA
2492
Pacific Capital Wealth Advisors
California
$142K +$131K +866 New
FWA
2493
FSC Wealth Advisors
New York
$141K – – –
CTWM
2494
Cherry Tree Wealth Management
Minnesota
$140K -$11.5K -76 -8%
BCM
2495
Blume Capital Management
California
$137K – – –
EPW
2496
Evergreen Private Wealth
Colorado
$137K +$126K +835 New
CWM
2497
Compass Wealth Management
Connecticut
$136K – – –
FSCM
2498
Front Street Capital Management
Montana
$131K -$26.3K -174 -18%
BG
2499
Bollard Group
Massachusetts
$131K – – –
AFWM
2500
Abich Financial Wealth Management
Virginia
$130K +$120K +793 New
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