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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3926
LGT Financial Advisors
Texas
$1.65M -$1.23M -3,719 -42%
JFG
3927
JMG Financial Group
Illinois
$1.65M +$48.2K +146 +3%
GHA
3928
Granite Harbor Advisors
Texas
$1.65M – – –
NA
3929
Nottingham Advisors
New York
$1.65M -$353K -1,069 -17%
PCWA
3930
Pacific Capital Wealth Advisors
California
$1.65M – – –
AFG
3931
Altiora Financial Group
Ohio
$1.65M +$51.2K +155 +3%
OCPWS
3932
One Charles Private Wealth Services
Massachusetts
$1.65M -$83.6K -253 -5%
DFS
3933
Dixon Fnancial Services
California
$1.65M – – –
WFA
3934
WMG Financial Advisors
Tennessee
$1.64M +$343K +1,039 +25%
SDAM
3935
Shulman DeMeo Asset Management
New York
$1.64M -$117K -353 -6%
KCM
3936
KRS Capital Management
Michigan
$1.64M +$61.8K +187 +4%
IWA
3937
Inspirion Wealth Advisors
Illinois
$1.64M +$49.2K +149 +3%
SFC
3938
Strategic Financial Concepts
Texas
$1.64M +$56.8K +172 +3%
RAG
3939
RIA Advisory Group
Iowa
$1.63M -$513K -1,553 -23%
4WM
3940
4J Wealth Management
Virginia
$1.63M -$17.8K -54 -1%
JWWM
3941
Johnson & White Wealth Management
Pennsylvania
$1.62M +$1.7M +5,143 New
CA
3942
Claris Advisors
Missouri
$1.62M +$661 +2 +0%
GFA
3943
Gallagher Fiduciary Advisors
Illinois
$1.62M -$514K -1,555 -23%
AP
3944
Atwood & Palmer
Missouri
$1.62M +$16.5K +50 +1%
KDA
3945
Kraft Davis & Associates
Missouri
$1.62M -$2.31K -7 -0.1%
1IA
3946
1620 Investment Advisors
Massachusetts
$1.62M +$273K +825 +19%
RWM
3947
Revisor Wealth Management
Ohio
$1.62M +$291K +880 +21%
WAOI
3948
Wealth Advisors of Iowa
Iowa
$1.62M -$31.7K -96 -2%
RPA
3949
Rock Point Advisors
Vermont
$1.61M -$72K -218 -4%
OPPS
3950
Obsidian Personal Planning Solutions
Maryland
$1.61M +$1.32K +4 +0.1%
156 157
158
159 160