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Name Holding Trade Value Shares
Change 		Change in
Stake
ODA
4476
One Degree Advisors
California
$223K +$66.5K +103 +36%
WAG
4477
Wheelhouse Advisory Group
Missouri
$223K +$3.87K +6 +2%
PWA
4478
PCG Wealth Advisors
Kansas
$223K +$249K +386 New
IJWM
4479
Inman Jager Wealth Management
Mississippi
$222K -$29.7K -46 -11%
KFG
4480
Kropog Financial Group
Louisiana
$222K -$29.7K -46 -11%
KNFPWM
4481
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$222K -$2.58K -4 -1%
KFS
4482
Kelly Financial Services
Massachusetts
$221K -$1.29K -2 -0.5%
CIAS
4483
CBIZ Investment Advisory Services
Ohio
$221K +$128K +199 +108%
HFF
4484
Halter Ferguson Financial
Indiana
$220K -$35.5K -55 -13%
SFP
4485
SwitchPoint Financial Planning
Utah
$220K +$13.5K +21 +6%
GA
4486
GoalVest Advisory
New York
$220K +$115K +179 +89%
AWM
4487
Able Wealth Management
New Jersey
$219K – – –
VI
4488
Versor Investments
New York
$219K +$245K +380 New
T
4489
Transce3nd
Texas
$219K -$779K -1,208 -76%
DAS
4490
DMKC Advisory Services
Iowa
$218K – – –
BIA
4491
Barry Investment Advisors
Massachusetts
$218K -$6.45K -10 -3%
SA
4492
Scarborough Advisors
Maryland
$217K +$645 +1 +0.3%
RFG
4493
REAP Financial Group
Texas
$217K +$54.8K +85 +29%
BAM
4494
Burgundy Asset Management
Ontario, Canada
$216K – – –
MJP
4495
Michael J. Puzo
$216K – – –
FCM
4496
Fogel Capital Management
Florida
$216K +$242K +375 New
NL
4497
NDWM LLC
California
$215K +$241K +373 New
PWM
4498
Partners Wealth Management
California
$214K -$23.2K -36 -9%
MF
4499
Magnetar Financial
Illinois
$214K +$239K +371 New
MWM
4500
MOKAN Wealth Management
Kansas
$214K +$239K +370 New
178 179
180
181 182