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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
4001
Onyx Financial Advisors
Idaho
$3.54M +$8.69K +20 +0.3%
FA
4002
FF Advisors
California
$3.53M +$206K +475 +7%
MF
4003
Meridian Financial
Massachusetts
$3.52M -$27.8K -64 -0.9%
HFO
4004
Heritage Family Offices
Arizona
$3.51M – – –
GCM
4005
Geneva Capital Management
Wisconsin
$3.5M -$102K -234 -3%
LFS
4006
Littlejohn Financial Services
Oregon
$3.5M -$121K -279 -4%
EGWAG
4007
Elwood & Goetz Wealth Advisory Group
Georgia
$3.49M +$231K +532 +8%
FFA
4008
Fortune Financial Advisors
Kansas
$3.49M +$56.9K +131 +2%
NCMW
4009
Northern Capital Management (Washington)
Washington
$3.49M +$4.78K +11 +0.2%
FFO
4010
Fortitude Family Office
Arizona
$3.49M +$351K +808 +13%
IFA
4011
Index Fund Advisors
California
$3.48M +$1.4M +3,226 +86%
KWM
4012
KFG Wealth Management
Indiana
$3.48M +$759K +1,748 +33%
GIO
4013
Galilei Investment Office
United Kingdom
$3.47M – – –
WLPWM
4014
Walled Lake Planning & Wealth Management
Illinois
$3.47M -$11.3K -26 -0.4%
CWA
4015
Cascade Wealth Advisors
Washington
$3.47M +$1.18M +2,720 +69%
TS
4016
TradeWell Securities
Indiana
$3.47M +$156K +359 +5%
OCA
4017
Otter Creek Advisors
Florida
$3.46M -$340K -784 -10%
TIM
4018
Tortoise Investment Management
New York
$3.46M +$170K +392 +6%
BWM
4019
Birchcreek Wealth Management
Ohio
$3.45M -$104K -239 -3%
TFP
4020
TrueWealth Financial Partners
Washington
$3.45M +$291K +670 +11%
EIA
4021
Eldridge Investment Advisors
New Hampshire
$3.45M +$122K +281 +4%
BF
4022
Brucke Financial
Indiana
$3.45M -$67.7K -156 -2%
WIP
4023
WealthCare Investment Partners
Rhode Island
$3.45M -$30.8K -71 -1%
NA
4024
Novus Advisors
South Carolina
$3.45M -$917K -2,111 -23%
HS
4025
Horan Securities
United States
$3.44M +$269K +620 +10%
159 160
161
162 163