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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1501
Pinnacle Wealth Planning Services
Ohio
$565K -$118K -4,258 -17%
LSA
1502
L & S Advisors
California
$564K -$554K -19,952 -48%
IP
1503
Ignite Planners
California
$563K +$330K +11,875 +147%
LCM
1504
Liberty Capital Management
Michigan
$563K -$36.8K -1,325 -6%
PFA
1505
Pure Financial Advisors
California
$562K -$11.4K -411 -2%
MLL
1506
Moody Lynn & Lieberson
Massachusetts
$561K -$139K -5,000 -19%
BIA
1507
Bigelow Investment Advisors
Maine
$560K -$78.2K -2,816 -12%
CFA
1508
Capstone Financial Advisors
Illinois
$557K -$68.9K -2,481 -11%
TFS
1509
Thoroughbred Financial Services
Tennessee
$557K -$236K -8,495 -29%
GFP
1510
Gryphon Financial Partners
Ohio
$555K +$31.1K +1,120 +6%
TSWM
1511
Tyler-Stone Wealth Management
Ohio
$552K -$18.7K -675 -3%
CWP
1512
Corepath Wealth Partners
Arizona
$552K – – –
GWS
1513
Glassman Wealth Services
Virginia
$549K -$4.8K -173 -0.8%
FBFS
1514
First Business Financial Services
Wisconsin
$549K +$8.94K +322 +2%
AWAG
1515
ARS Wealth Advisors Group
Florida
$547K -$84.3K -3,037 -13%
KFA
1516
Kelleher Financial Advisors
New York
$546K -$445K -16,011 -44%
TNB
1517
Thomasville National Bank
Georgia
$546K -$13.4K -484 -2%
KFA
1518
Krane Funds Advisors
New York
$546K +$118K +4,237 +26%
ECM
1519
Exchange Capital Management
Michigan
$546K -$14.2K -512 -2%
OPCM
1520
Osborne Partners Capital Management
California
$543K -$694 -25 -0.1%
PSB
1521
Piscataqua Savings Bank
New Hampshire
$542K -$11.7K -423 -2%
GPA
1522
Guerra Pan Advisors
New Jersey
$542K -$129K -4,632 -18%
AFP
1523
Ausdal Financial Partners
Iowa
$541K -$15.9K -572 -3%
CFP
1524
Catalyst Financial Partners
Massachusetts
$540K +$568K +20,449 New
HFBOT
1525
Home Federal Bank of Tennessee
Tennessee
$540K -$140K -5,050 -20%
59 60
61
62 63