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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
2176
KFA Private Wealth Group
Virginia
$621K +$185K +2,771 +47%
IAP
2177
Indie Asset Partners
Indiana
$620K -$43.9K -658 -7%
SFA
2178
Souders Financial Advisors
Ohio
$620K +$171K +2,567 +42%
KFA
2179
Kelleher Financial Advisors
New York
$619K -$54.6K -817 -9%
WF
2180
Wayfinding Financial
Washington
$619K -$22.1K -331 -4%
CC
2181
Cornerstone Capital
California
$619K – – –
AWA
2182
Amplius Wealth Advisors
Pennsylvania
$619K -$13.1K -196 -2%
CAM
2183
Cypress Asset Management
Texas
$618K -$1.12M -16,716 -66%
OL
2184
Optas LLC
Texas
$618K +$63K +943 +12%
WIA
2185
Westbourne Investment Advisors
Maryland
$617K – – –
LFG
2186
Lazard Frères Gestion
France
$616K -$11.4K -170 -2%
GWM
2187
GDS Wealth Management
Texas
$615K +$10K +150 +2%
ABLA
2188
Alan B. Lancz & Associates
Ohio
$612K – – –
WPP
2189
Whalerock Point Partners
Rhode Island
$610K – – –
SFC
2190
SYM Financial Corp
Indiana
$605K -$63.8K -955 -10%
IFS
2191
Ifrah Financial Services
Arkansas
$604K +$1.4K +21 +0.2%
AI
2192
Atom Investors
Texas
$604K -$998K -14,942 -64%
AA
2193
Addison Advisors
Vermont
$604K -$7.28K -109 -1%
YIM
2194
Yoffe Investment Management
Pennsylvania
$603K -$67 -1 -0%
EIM
2195
Essex Investment Management
Massachusetts
$603K +$735 +11 +0.1%
LWMM
2196
Legacy Wealth Management (Mississippi)
Mississippi
$602K -$81.9K -1,227 -13%
FFA
2197
Florida Financial Advisors
Florida
$601K +$55.6K +833 +11%
MFC
2198
Morris Financial Concepts
South Carolina
$601K -$12.8K -191 -2%
FPGT
2199
Financial Partners Group (Tennessee)
Tennessee
$600K -$31.7K -475 -5%
RWA
2200
River Wealth Advisors
Pennsylvania
$600K -$41.5K -621 -7%
86 87
88
89 90