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Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
4276
Thomas Story & Son
Indiana
$498K – – –
KL
4277
KilterHowling LLC
Colorado
$496K +$903 +3 +0.2%
RK
4278
Rather & Kittrell
Tennessee
$496K +$322K +1,069 +197%
CM
4279
Crestline Management
Texas
$494K -$23M -76,398 -98%
LI
4280
LVZ Inc
Michigan
$493K -$53.3K -177 -10%
CCP
4281
Cassia Capital Partners
North Carolina
$491K -$45.4K -151 -9%
LFA
4282
Level Financial Advisors
New York
$490K -$56.6K -188 -11%
SEM
4283
Strategic Equity Management
Arizona
$489K +$4.51K +15 +1%
TC
4284
Trilogy Capital
California
$486K -$712K -2,365 -60%
MSWMA
4285
Market Street Wealth Management Advisors
Indiana
$483K +$97.8K +325 +26%
BW
4286
Basepoint Wealth
Iowa
$482K +$18.1K +60 +4%
NEPPG
4287
New England Professional Planning Group
Rhode Island
$481K -$19K -63 -4%
VFPW
4288
Vantage Financial Partners (Wisconsin)
Wisconsin
$480K +$94.5K +314 +25%
ASFA
4289
All Season Financial Advisors
Colorado
$477K +$13.8K +46 +3%
GI
4290
Glovista Investments
New Jersey
$474K – – –
JFG
4291
JMG Financial Group
Illinois
$474K +$5.12K +17 +1%
BFS
4292
Beacon Financial Strategies
North Carolina
$470K -$40.6K -135 -8%
LIM
4293
Lagoda Investment Management
New York
$470K – – –
SL
4294
Stevard LLC
Illinois
$470K – – –
UIA
4295
UBP Investment Advisors
Switzerland
$470K +$36.1K +120 +9%
HG
4296
Harbor Group
New Hampshire
$469K +$191K +635 +72%
HWA
4297
Hilltop Wealth Advisors
North Carolina
$467K – – –
TP
4298
Truvvo Partners
New York
$467K +$903 +3 +0.2%
TIM
4299
Triad Investment Management
California
$462K – – –
G
4300
Gainplan
Michigan
$462K +$270K +896 +149%
170 171
172
173 174