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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
4051
LVM Capital Management
Michigan
$528K -$49.4K -80 -10%
CRI
4052
Commonwealth Retirement Investments
Virginia
$528K +$442K +715 New
FS
4053
Ferguson Shapiro
Georgia
$528K -$5.56K -9 -1%
OCFG
4054
O'Connor Financial Group
Illinois
$528K +$42.6K +69 +10%
HWM
4055
Hobbs Wealth Management
Indiana
$528K -$80.3K -130 -15%
2WWM
4056
21 West Wealth Management
California
$527K +$441K +714 New
CP
4057
Creekside Partners
California
$526K +$24.7K +40 +6%
JF
4058
Joule Financial
Kentucky
$524K -$29K -47 -6%
WFA
4059
WestHill Financial Advisors
California
$524K +$1.24K +2 +0.3%
RW
4060
REDW Wealth
New Mexico
$523K +$2.47K +4 +0.6%
BMD
4061
Better Money Decisions
New Mexico
$523K +$3.09K +5 +0.7%
CF
4062
Claris Financial
Virginia
$522K +$27.2K +44 +7%
SPAS
4063
Spectrum Planning & Advisory Services
California
$522K – – –
BF
4064
Brooklyn FI
New York
$521K +$79.7K +129 +22%
SIMG
4065
Stephens Investment Management Group
Texas
$520K +$112K +181 +35%
CFO
4066
Custos Family Office
Texas
$520K +$116K +188 +36%
LWA
4067
Lowe Wealth Advisors
Maryland
$518K – – –
SFS
4068
Summit Financial Strategies
Ohio
$518K +$28.4K +46 +7%
SA
4069
SAM Advisors
California
$517K +$6.8K +11 +2%
PRRFG
4070
Paul R. Ried Financial Group
Washington
$517K +$5.56K +9 +1%
TCM
4071
Teza Capital Management
Illinois
$516K -$2.47M -4,001 -85%
CC
4072
Citrine Capital
California
$516K -$175K -283 -29%
KG
4073
Kilter Group
New York
$516K +$432K +699 New
VPI
4074
Value Partners Investments
Manitoba, Canada
$514K +$39.5K +64 +10%
AWP
4075
Axis Wealth Partners
Rhode Island
$513K +$53.8K +87 +14%
161 162
163
164 165