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LFUS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
476
Bare Financial Services
Pennsylvania
$6.11K +$649 +2 +13%
MG
477
Mather Group
Illinois
$6.11K +$5.84K +18 New
MWA
478
Medallion Wealth Advisors
Connecticut
$5.83K – – –
JWA
479
JFS Wealth Advisors
Pennsylvania
$5.77K -$325 -1 -6%
SC
480
Solstein Capital
California
$5.77K – – –
CIAS
481
CBIZ Investment Advisory Services
Ohio
$5.43K -$45.8K -141 -90%
JGCM
482
Joseph Group Capital Management
Ohio
$5.43K +$5.19K +16 New
NSIM
483
North Star Investment Management
Illinois
$5.43K +$5.19K +16 New
CWM
484
Cranbrook Wealth Management
Michigan
$5.09K – – –
TPWA
485
Twin Peaks Wealth Advisors
California
$5.09K +$4.87K +15 New
TPCW
486
TD Private Client Wealth
New York
$4.75K -$1.62K -5 -26%
KFAS
487
Keating Financial Advisory Services
Kansas
$4.75K -$974 -3 -18%
JFG
488
JDM Financial Group
Texas
$4.75K +$4.54K +14 New
TFA
489
Transamerica Financial Advisors
Florida
$4.43K +$974 +3 +30%
MCM
490
Manchester Capital Management
Vermont
$4.41K – – –
WA
491
Whipplewood Advisors
Colorado
$4.41K +$4.22K +13 New
MAFA
492
MJT & Associates Financial Advisory
Minnesota
$4.07K -$325 -1 -8%
BGAI
493
Bruce G. Allen Investments
Colorado
$3.73K -$325 -1 -8%
PF
494
PlanVest Financial
Maryland
$3.4K +$3.25K +10 New
PWA
495
Physician Wealth Advisors
Utah
$3.39K – – –
RJA
496
Ross\Johnson & Associates
Minnesota
$3.39K – – –
AFG
497
Albion Financial Group
Utah
$3.39K +$1.62K +5 +100%
MB
498
MidFirst Bank
Oklahoma
$3.39K -$366K -1,129 -99%
HNW
499
High Note Wealth
Minnesota
$3.05K – – –
RWM
500
Raffa Wealth Management
District of Columbia
$3.05K – – –
18 19
20
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