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Lifestance Health
LFST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$2.28K +$1.65K +213 New
SGFG
252
Silver Grove Financial Group
New York
$2.06K +$1.48K +192 New
MAM
253
Marquette Asset Management
Minnesota
$1.92K -$533 -69 -28%
TWD
254
True Wealth Design
Ohio
$1.74K +$1.05K +136 +523%
RF
255
Rossby Financial
Florida
$1.5K – – –
AG
256
AmeriFlex Group
Nevada
$1.47K +$1.06K +137 New
MCM
257
Manchester Capital Management
Vermont
$1.36K – – –
APFP
258
Action Point Financial Planning
Michigan
$1.26K +$935 +121 New
CCMI
259
Creative Capital Management Investments
California
$1.11K +$804 +104 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.07K +$773 +100 New
HFS
261
Hantz Financial Services
Michigan
$1K +$773 +100 New
JWM
262
JPL Wealth Management
Colorado
$932 +$672 +87 New
UB
263
UMB Bank
Missouri
$910 +$657 +85 New
SOS
264
Silver Oak Securities
Tennessee
$889 +$641 +83 New
TFA
265
Transamerica Financial Advisors
Florida
$813 +$518 +67 +744%
TC
266
Trust Company
Kansas
$696 – – –
WETS
267
Wealth Enhancement Trust Services
South Dakota
$589 +$425 +55 New
HIA
268
HFM Investment Advisors
New Jersey
$493 +$185 +24 +109%
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$482 – – –
RWM
270
Rialto Wealth Management
New York
$440 +$124 +16 +64%
HFS
271
Hughes Financial Services
Virginia
$428 – – –
SS
272
SBI Securities
Japan
$428 – – –
BHWM
273
Bay Harbor Wealth Management
Maryland
$428 +$108 +14 +54%
GWM
274
Gilpin Wealth Management
Colorado
$247 +$178 +23 New
PMFA
275
Plante Moran Financial Advisors
Michigan
$225 +$162 +21 New
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