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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
4151
Kelman-Lazarov Inc
Tennessee
$1.12M +$125K +400 +14%
DC
4152
Defender Capital
North Carolina
$1.12M -$29.1K -93 -3%
RBC
4153
Roble Belko & Company
Pennsylvania
$1.12M -$558K -1,780 -35%
OFG
4154
Omega Financial Group
California
$1.12M -$12.2K -39 -1%
CCM
4155
Colorado Capital Management
Colorado
$1.11M +$31K +99 +3%
SFP
4156
Strategic Financial Partners
Oregon
$1.11M -$11.3K -36 -1%
FWM
4157
FMB Wealth Management
California
$1.11M +$2.19K +7 +0.2%
MAM
4158
Milestone Asset Management
Pennsylvania
$1.11M -$231K -737 -18%
T
4159
TOBAM
France
$1.1M +$518K +1,654 +104%
PIA
4160
Powell Investment Advisors
Florida
$1.1M – – –
HWM
4161
Howard Wealth Management
Connecticut
$1.1M -$26.3K -84 -3%
AFP
4162
Alpha Financial Partners
Kentucky
$1.1M -$42K -134 -4%
LFS
4163
Lutz Financial Services
Nebraska
$1.1M +$76.5K +244 +8%
GCM
4164
Gallacher Capital Management
Colorado
$1.1M -$89.6K -286 -8%
MAG
4165
Mayfair Advisory Group
Alabama
$1.1M -$33.2K -106 -3%
W
4166
WPWealth
Texas
$1.09M +$122K +390 +14%
PD
4167
Planning Directions
Pennsylvania
$1.09M +$1.57K +5 +0.2%
HCP
4168
Holt Capital Partners
Texas
$1.09M +$54.8K +175 +6%
NFGCM
4169
Norman Fields Gottscho Capital Management
New York
$1.09M +$212K +675 +27%
TC
4170
Taika Capital
Florida
$1.09M +$1M +3,200 New
IDA
4171
Intelligence Driven Advisers
California
$1.08M +$204K +652 +26%
MA
4172
MAS Advisors
Florida
$1.08M -$112K -357 -10%
MFA
4173
McClarren Financial Advisors
Pennsylvania
$1.08M +$2.19K +7 +0.2%
AWM
4174
Aspire Wealth Management
Massachusetts
$1.08M +$313 +1 +0%
FWMM
4175
Foundation Wealth Management (Missouri)
Missouri
$1.08M -$7.52K -24 -0.7%
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167
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