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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2601
LGT Financial Advisors
Texas
$191K – – –
KC
2602
Knuff & Co
California
$191K +$182K +1,000 New
RDFA
2603
Ritter Daniher Financial Advisory
Ohio
$187K – – –
LWA
2604
Lowe Wealth Advisors
Maryland
$187K – – –
GKIM
2605
GW&K Investment Management
Massachusetts
$184K +$35.6K +195 +25%
LTI
2606
Laffer Tengler Investments
Tennessee
$183K +$2.37K +13 +1%
CTWM
2607
Cherry Tree Wealth Management
Minnesota
$181K +$17.7K +97 +11%
NCM
2608
Northwest Capital Management
Oregon
$181K -$51.3K -281 -23%
SHIM
2609
Stone House Investment Management
Pennsylvania
$180K +$127K +696 +282%
FFL
2610
Financial Freedom LLC
Ohio
$180K +$1.46K +8 +0.9%
IWA
2611
Icon Wealth Advisors
Texas
$179K -$439K -2,407 -72%
TLA
2612
Tanglewood Legacy Advisors
Texas
$178K – – –
AT
2613
Arlington Trust
Alabama
$175K -$23.2K -127 -12%
SFA
2614
Semmax Financial Advisors
North Carolina
$172K +$182 +1 +0.1%
BL
2615
BFSG LLC
California
$168K – – –
PCWA
2616
Pacific Capital Wealth Advisors
California
$168K +$2.19K +12 +1%
CPA
2617
Clear Point Advisors
New York
$167K – – –
FFWA
2618
FRG Family Wealth Advisors
Washington
$163K +$178K +978 New
EPW
2619
Evergreen Private Wealth
Colorado
$159K – – –
CWM
2620
Compass Wealth Management
Connecticut
$158K – – –
KA
2621
Kozak & Associates
Colorado
$158K -$2.01K -11 -1%
BG
2622
Bollard Group
Massachusetts
$153K – – –
MCM
2623
MidAtlantic Capital Management
Virginia
$146K – – –
MAM
2624
Marquette Asset Management
Minnesota
$145K -$36.5K -200 -21%
CSWM
2625
Cassady Schiller Wealth Management
Ohio
$142K +$75.2K +412 +125%
103 104
105
106 107