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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1801
Larson Financial Group
Missouri
$21.2M +$4.99M +11,720 +30%
MSAM
1802
Moloney Securities Asset Management
Missouri
$21.2M -$411K -966 -2%
BFM
1803
Boothbay Fund Management
New York
$21.2M +$5.22M +12,258 +32%
CWA
1804
Consilio Wealth Advisors
Washington
$21.2M -$510K -1,198 -2%
IAM
1805
Impact Asset Management
$21.1M +$6.16M +14,465 +41%
LSA
1806
L & S Advisors
California
$21.1M -$260K -611 -1%
KF
1807
Krilogy Financial
Missouri
$21.1M +$1.62M +3,803 +8%
LTI
1808
Laffer Tengler Investments
Tennessee
$21.1M +$4.18M +9,806 +24%
RC
1809
RBF Capital
California
$21.1M – – –
OMG
1810
One Madison Group
New York
$21.1M +$21.3M +50,000 New
CWM
1811
Connecticut Wealth Management
Connecticut
$21M +$281K +659 +1%
MCM
1812
Makena Capital Management
California
$21M +$3.23M +7,584 +18%
CWP
1813
CFM Wealth Partners
Texas
$21M -$38.8K -91 -0.2%
RIG
1814
Renaissance Investment Group
Massachusetts
$20.9M -$499K -1,171 -2%
RWB
1815
RMR Wealth Builders
New Jersey
$20.9M +$741K +1,739 +4%
CICI
1816
Capital Investment Counsel Inc
North Carolina
$20.9M -$549K -1,290 -3%
FI
1817
Financial Insights
Washington
$20.9M -$5.46M -12,822 -21%
KP
1818
Keel Point
Alabama
$20.9M +$857K +2,013 +4%
PFA
1819
Pure Financial Advisors
California
$20.9M +$767K +1,801 +4%
WF
1820
Wayfinding Financial
Washington
$20.8M -$11.9K -28 -0.1%
GA
1821
GFS Advisors
Texas
$20.8M -$74.1K -174 -0.4%
VW
1822
Vantage Wealth
California
$20.8M -$114K -267 -0.5%
HBCM
1823
Heron Bay Capital Management
Michigan
$20.8M +$602K +1,414 +3%
APSI
1824
Asset Planning Services Inc
Louisiana
$20.7M -$63.9K -150 -0.3%
KFGK
1825
Keystone Financial Group (Kentucky)
Kentucky
$20.7M +$814K +1,910 +4%
71 72
73
74 75