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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
3401
O'Dell Group
Ohio
$1.16M -$29.2K -126 -2%
CIA
3402
Compass Ion Advisors
Pennsylvania
$1.15M +$66.4K +286 +6%
LFA
3403
Lighthouse Financial Advisors
Maryland
$1.15M -$65.4K -282 -5%
RPGK
3404
Retirement Planning Group (Kansas)
Kansas
$1.15M +$10.9K +47 +1%
FP
3405
Foundry Partners
Minnesota
$1.15M – – –
P
3406
&Partners
Tennessee
$1.14M +$198K +855 +21%
KCM
3407
Kathmere Capital Management
Pennsylvania
$1.14M +$390K +1,682 +53%
BC
3408
Blackcrane Capital
Washington
$1.14M +$62.9K +271 +6%
WFC
3409
Western Financial Corp
California
$1.14M +$65.2K +281 +6%
AWM
3410
Activest Wealth Management
Florida
$1.14M +$1.12M +4,816 New
CM
3411
Caption Management
Oklahoma
$1.13M – – –
CIA
3412
CSat Investment Advisory
Michigan
$1.13M +$256K +1,103 +30%
VBFP
3413
Valtinson Bruner Financial Planning
Minnesota
$1.13M -$7.42K -32 -0.7%
RWM
3414
Reston Wealth Management
Virginia
$1.13M +$46.9K +202 +4%
RFG
3415
Range Financial Group
Oregon
$1.13M +$1.11M +4,770 New
JBA
3416
Johnson Bixby & Associates
Washington
$1.12M +$2.55K +11 +0.2%
WIA
3417
World Investment Advisors
California
$1.12M +$18.1K +78 +2%
AFS
3418
Axiom Financial Strategies
Indiana
$1.12M +$31.8K +137 +3%
GM
3419
GeoWealth Management
Illinois
$1.12M +$57.3K +247 +5%
FTA
3420
Financial & Tax Architects
Missouri
$1.12M +$1.1M +4,748 New
LFASL
3421
Lugano Financial Advisors SA (LFA)
Switzerland
$1.12M +$13.2K +57 +1%
BC
3422
Bridgefront Capital
Texas
$1.12M +$1.1M +4,732 New
LFG
3423
Larson Financial Group
Missouri
$1.11M -$34.3K -148 -3%
KCA
3424
Karn Couzens & Associates
Connecticut
$1.11M -$7.89K -34 -0.7%
AA
3425
Aufman Associates
Pennsylvania
$1.11M +$58.2K +251 +6%
135 136
137
138 139