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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
5851
Town Capital
Maryland
$419K -$264K -631 -36%
AWA
5852
Aquire Wealth Advisors
Utah
$418K +$153K +365 +48%
SF
5853
Steffes Financial
Kansas
$417K +$1.67K +4 +0.4%
LAS
5854
Legacy Advisory Services
Pennsylvania
$417K +$471K +1,126 New
OFG
5855
Omega Financial Group
California
$415K -$25.1K -60 -5%
P
5856
Palladiem
Pennsylvania
$414K -$7.95K -19 -2%
SA
5857
SoundView Advisors
Washington
$414K -$122K -291 -21%
CI
5858
Cordant Inc
Oregon
$412K – – –
PA
5859
Powerhouse Assets
Massachusetts
$411K +$418 +1 +0.1%
NFA
5860
Northwest Financial Advisors
Virginia
$411K +$14.6K +35 +3%
WW
5861
Wright Wealth
Georgia
$411K -$991K -2,368 -68%
AFA
5862
Amicus Financial Advisors
Texas
$410K +$7.11K +17 +2%
DCM
5863
Delaney Capital Management
$409K -$33.1K -79 -7%
RLWM
5864
RF&L Wealth Management
Massachusetts
$408K -$3.88M -9,269 -89%
HIW
5865
Holos Integrated Wealth
Pennsylvania
$408K -$227K -542 -33%
HAFS
5866
Hapanowicz & Associates Financial Services
Pennsylvania
$408K -$67K -160 -13%
EA
5867
Ergawealth Advisors
Illinois
$407K -$115K -274 -20%
LIM
5868
Lagoda Investment Management
New York
$407K -$10.5K -25 -2%
LFWA
5869
LBJ Family Wealth Advisors
Texas
$406K – – –
GWM
5870
GK Wealth Management
Nevada
$405K -$2.22M -5,316 -82%
DWM
5871
DWR Wealth Management
California
$405K +$12.6K +30 +3%
RFP
5872
Roth Financial Partners
Texas
$405K – – –
SC
5873
Swan Capital
Florida
$405K +$9.62K +23 +2%
STFP
5874
Signal Tree Financial Partners
Ohio
$404K -$84.9K -203 -16%
AAM
5875
Ackerman Asset Management
Maryland
$402K +$215K +515 +90%
233 234
235
236 237