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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
3226
Jackson Square Capital
California
$719K +$255K +496 +65%
KBFS
3227
Kohmann Bosshard Financial Services
Ohio
$718K – – –
AWA
3228
Acorn Wealth Advisors
Michigan
$718K +$9.26K +18 +1%
SP
3229
Successful Portfolios
Florida
$716K +$6.17K +12 +1%
WPA
3230
West Paces Advisors
Georgia
$716K – – –
NRI
3231
NFP Retirement Inc
California
$714K -$99.3K -193 -13%
ITC
3232
Inspire Trust Company
Nevada
$714K -$381K -740 -37%
TH
3233
TCTC Holdings
Texas
$714K – – –
GWA
3234
Gratus Wealth Advisors
Virginia
$713K +$628K +1,220 New
BWM
3235
Brickley Wealth Management
California
$713K -$10.8K -21 -2%
CAM
3236
Chesapeake Asset Management
New York
$711K -$6.69K -13 -1%
HWA
3237
HHM Wealth Advisors
Tennessee
$710K -$182K -353 -22%
WGAM
3238
Wilkinson Global Asset Management
New York
$710K – – –
AFG
3239
Allegheny Financial Group
Pennsylvania
$707K -$74.1K -144 -10%
CA
3240
Calton & Associates
Florida
$707K -$74.1K -144 -10%
PMA
3241
Prudent Man Advisors
Illinois
$704K -$161K -313 -20%
SIM
3242
Studio Investment Management
Illinois
$704K -$12.3K -24 -2%
AMBIA
3243
Allen Mooney & Barnes Investment Advisors
Georgia
$702K +$26.2K +51 +4%
SHFP
3244
Second Half Financial Partners
Florida
$702K +$631K +1,227 New
OIS
3245
Okabena Investment Services
Minnesota
$701K -$795K -1,545 -56%
EWA
3246
Emergent Wealth Advisors
New York
$700K +$13.4K +26 +2%
SFC
3247
Strategic Financial Concepts
Texas
$699K +$465K +903 +283%
AIM
3248
Acropolis Investment Management
Missouri
$699K -$53.5K -104 -8%
RFA
3249
Resurgent Financial Advisors
Georgia
$698K +$67.9K +132 +12%
RFA
3250
Register Financial Advisors
Georgia
$694K – – –
128 129
130
131 132