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Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
4276
S.R. Schill & Associates
Washington
$3.22M +$501 +1 +0%
AWC
4277
Adamsbrown Wealth Consultants
Kansas
$3.22M +$19.5K +39 +0.6%
MP
4278
Moment Partners
California
$3.21M -$517K -1,032 -13%
SIM
4279
SSI Investment Management
California
$3.21M – – –
KGC
4280
Kennon-Green & Company
Ohio
$3.21M -$94.2K -188 -3%
TCM
4281
Traub Capital Management
Massachusetts
$3.21M +$169K +338 +5%
JBC
4282
Jefferson Bridge Capital
Tennessee
$3.2M +$3.32M +6,625 New
ARA
4283
Alexander Randolph Advisory
Virginia
$3.2M -$3.51K -7 -0.1%
GWAG
4284
Garrett Wealth Advisory Group
Texas
$3.2M +$360K +718 +12%
SFS
4285
Security Financial Services
Indiana
$3.2M +$52.1K +104 +2%
9C
4286
9823 Capital
Texas
$3.2M +$3.31M +6,607 New
BFS
4287
Burkett Financial Services
South Carolina
$3.19M +$23.6K +47 +0.7%
RHAM
4288
Round Hill Asset Management
California
$3.19M -$26.1K -52 -0.8%
AAA
4289
Andrews Advisory Associates
Hawaii
$3.18M +$3.3M +6,578 New
LWPC
4290
Legacy Wealth Partners (Colorado)
Colorado
$3.18M +$3.29M +6,572 New
TCM
4291
Tributary Capital Management
Nebraska
$3.18M -$105K -210 -3%
EWS
4292
Eagle Wealth Strategies
New Jersey
$3.18M -$37.1K -74 -1%
FSBI
4293
Fearless Solutions (Best Invest)
Texas
$3.17M -$108K -215 -3%
HS
4294
HighVista Strategies
Massachusetts
$3.16M -$1.46M -2,921 -31%
IWP
4295
Innova Wealth Partners
Pennsylvania
$3.16M +$232K +463 +8%
WFA
4296
WestHill Financial Advisors
California
$3.16M +$119K +237 +4%
RA
4297
RoundAngle Advisors
New Jersey
$3.15M +$70.2K +140 +2%
AWMG
4298
Alliance Wealth Management Group
New Jersey
$3.15M -$29.6K -59 -0.9%
MCM
4299
Magnolia Capital Management
New York
$3.15M – – –
CSWG
4300
Cardinal Strategic Wealth Guidance
Kentucky
$3.15M -$547K -1,092 -14%
170 171
172
173 174