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Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
2251
Duncker Streett & Co
Missouri
$489K -$178K -2,600 -28%
VCM
2252
Versant Capital Management
Arizona
$489K +$178K +2,601 +62%
GAM
2253
Garrison Asset Management
Arkansas
$487K -$23.1K -338 -5%
AIA
2254
Arbor Investment Advisors
North Carolina
$487K +$109K +1,593 +31%
SSWM
2255
Strait & Sound Wealth Management
California
$486K -$72.9K -1,065 -14%
IWP
2256
Invenio Wealth Partners
Florida
$486K +$3.77K +55 +0.8%
EGWAG
2257
Elwood & Goetz Wealth Advisory Group
Georgia
$485K -$7.88K -115 -2%
MFC
2258
Morris Financial Concepts
South Carolina
$485K +$1.71K +25 +0.4%
BSC
2259
Brown Shipley & Co
United Kingdom
$484K – – –
BWG
2260
Boomfish Wealth Group
Georgia
$484K -$37K -540 -7%
KWM
2261
Kaydan Wealth Management
Michigan
$483K – – –
EIG
2262
Ellenbecker Investment Group
Wisconsin
$483K -$3.22K -47 -0.7%
HFS
2263
Howard Financial Services
Texas
$481K +$342 +5 +0.1%
AIM
2264
Acropolis Investment Management
Missouri
$478K +$61.5K +898 +16%
EWM
2265
Executive Wealth Management
Michigan
$478K +$455K +6,650 New
WA
2266
Wealth Architects
California
$477K -$5.07K -74 -1%
SMH
2267
Sanders Morris Harris
Texas
$477K – – –
BAM
2268
Bosun Asset Management
Illinois
$476K – – –
LWM
2269
Lodestone Wealth Management
Washington
$475K -$161K -2,347 -26%
SL
2270
Sentry LLC
Tennessee
$474K +$68 +1 +0%
KF
2271
KKM Financial
Illinois
$473K – – –
LSPW
2272
Lake Street Private Wealth
Illinois
$473K -$442K -6,453 -49%
BFWA
2273
Benchmark Financial Wealth Advisors
Florida
$473K +$13.1K +192 +3%
QFA
2274
Quantum Financial Advisors
California
$473K – – –
BWA
2275
Bordeaux Wealth Advisors
California
$472K +$178K +2,599 +65%
89 90
91
92 93