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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3151
Compass Ion Advisors
Pennsylvania
$983K +$245K +1,166 +33%
ACM
3152
AlphaStar Capital Management
North Carolina
$972K +$295K +1,403 +45%
AFS
3153
Axiom Financial Strategies
Indiana
$971K -$109K -519 -10%
LFG
3154
Larson Financial Group
Missouri
$967K -$102K -484 -10%
CCA
3155
Conestoga Capital Advisors
Pennsylvania
$967K -$10.5K -50 -1%
OWA
3156
One Wealth Advisors
California
$964K +$322K +1,534 +50%
PWA
3157
Peterson Wealth Advisors
Utah
$963K – – –
SLF
3158
Sun Life Financial
Ontario, Canada
$963K +$5.46K +26 +0.6%
MWC
3159
MBM Wealth Consultants
Missouri
$963K +$5.67K +27 +0.6%
SFC
3160
SYM Financial Corp
Indiana
$960K -$55.9K -266 -6%
NPPM
3161
North Point Portfolio Managers
Ohio
$956K -$6.3K -30 -0.7%
JWA
3162
JFS Wealth Advisors
Pennsylvania
$955K -$95.6K -455 -9%
BJ
3163
Brouwer & Janachowski
California
$944K -$6.93K -33 -0.7%
EE
3164
EWG Elevate
California
$936K -$21.8K -104 -2%
HWM
3165
Howard Wealth Management
Connecticut
$933K -$108K -513 -10%
RWM
3166
Reston Wealth Management
Virginia
$933K -$92.2K -439 -9%
DWA
3167
Dougherty Wealth Advisers
Minnesota
$926K – – –
ACM
3168
AUA Capital Management
Pennsylvania
$924K +$156K +744 +20%
HCA
3169
Heck Capital Advisors
Wisconsin
$923K +$70.4K +335 +8%
XSC
3170
X-Square Capital
Puerto Rico
$920K -$201K -958 -18%
BPGAM
3171
BTG Pactual Global Asset Management
Bermuda
$919K -$285K -1,359 -24%
CA
3172
Crumly & Associates
Illinois
$918K +$167K +796 +22%
CPC
3173
Consolidated Planning Corp
Georgia
$915K +$840 +4 +0.1%
CCMW
3174
Cypress Capital Management (Wyoming)
Wyoming
$914K +$19.5K +93 +2%
FFG
3175
Ford Financial Group
California
$912K +$420 +2 +0%
125 126
127
128 129