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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2251
Elwood & Goetz Wealth Advisory Group
Georgia
$437K +$9.22K +149 +2%
AFTS
2252
American Financial & Tax Strategies
New York
$436K – – –
KL
2253
KWMG LLC
Kansas
$435K – – –
PWM
2254
Provident Wealth Management
Tennessee
$434K – – –
CHA
2255
Cooper/Haims Advisors
New York
$433K -$37K -598 -8%
IPAM
2256
Investment Partners Asset Management
New Jersey
$433K +$15.5K +250 +4%
FIM
2257
Freedom Investment Management
Connecticut
$432K +$86.6K +1,399 +26%
AAS
2258
Annex Advisory Services
Wisconsin
$432K +$28.9K +467 +7%
JFGIW
2259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$432K +$248K +4,007 +147%
LGA
2260
Lebenthal Global Advisors
New York
$431K +$59.2K +957 +16%
EIG
2261
Ellenbecker Investment Group
Wisconsin
$431K -$10.6K -171 -2%
SFC
2262
SYM Financial Corp
Indiana
$430K -$4.89K -79 -1%
BSC
2263
Brown Shipley & Co
United Kingdom
$429K -$1.24K -20 -0.3%
MME
2264
Meag Munich Ergo
Germany
$428K -$15.4K -248 -4%
KWM
2265
Kaydan Wealth Management
Michigan
$428K +$7.37K +119 +2%
MFC
2266
Morris Financial Concepts
South Carolina
$428K -$13K -210 -3%
WA
2267
Wealth Architects
California
$427K +$6.93K +112 +2%
IWP
2268
Invenio Wealth Partners
Florida
$427K -$20.1K -325 -5%
SPWG
2269
Sage Private Wealth Group
Illinois
$426K -$37.8K -611 -8%
HFS
2270
Howard Financial Services
Texas
$425K +$8.98K +145 +2%
RWS
2271
Resolute Wealth Strategies
Mississippi
$424K -$27.7K -447 -6%
PSC
2272
Prentiss Smith & Co
Vermont
$424K – – –
CA
2273
Cornerstone Advisory
Maryland
$424K -$13.6K -220 -3%
SMH
2274
Sanders Morris Harris
Texas
$422K – – –
FM
2275
Foster & Motley
Ohio
$422K +$63.5K +1,026 +18%
89 90
91
92 93