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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1601
Lion Street Advisors
Texas
$219K +$210K +6,350 New
CFFP
1602
Center for Financial Planning
Michigan
$219K -$9.6K -290 -4%
BG
1603
Bahl & Gaynor
Ohio
$219K +$210K +6,340 New
LF
1604
Lantz Financial
Illinois
$219K +$209K +6,330 New
CWM
1605
Cahaba Wealth Management
Georgia
$218K +$209K +6,320 New
IWS
1606
Insight Wealth Strategies
California
$218K +$209K +6,310 New
LWM
1607
LJI Wealth Management
Indiana
$218K +$208K +6,300 New
POIA
1608
Pin Oak Investment Advisors
Texas
$217K – – –
CAAS
1609
Capital Asset Advisory Services
Michigan
$217K +$208K +6,280 New
JHP
1610
James Hambro & Partners
United Kingdom
$216K +$207K +6,250 New
EFSCE
1611
Enterprise Financial Services Corp (EFSC)
Missouri
$216K -$41.4K -1,250 -17%
PIMG
1612
Patriot Investment Management Group
Tennessee
$214K -$25.5K -770 -11%
WQ
1613
Wealth Quarterback
New Jersey
$214K -$38.7K -1,170 -16%
CCM
1614
Chilton Capital Management
Texas
$214K -$1.08M -32,500 -84%
BCA
1615
Bay Colony Advisors
Massachusetts
$213K -$254K -7,660 -55%
FMWA
1616
Forvis Mazars Wealth Advisors
Missouri
$212K +$204K +6,150 New
ACP
1617
Aveo Capital Partners
Colorado
$212K -$35.4K -1,070 -15%
FMTC
1618
Farmers & Merchants Trust Company
California
$212K +$203K +6,130 New
PTP
1619
Platform Technology Partners
New York
$212K +$203K +6,130 New
PFM
1620
Parsec Financial Management
North Carolina
$211K +$202K +6,100 New
6F
1621
626 Financial
Michigan
$210K +$202K +6,090 New
RMDI
1622
R.M. Davis Inc
Maine
$210K +$201K +6,080 New
AAS
1623
Annex Advisory Services
Wisconsin
$209K -$58.6K -1,770 -23%
TA
1624
TruWealth Advisors
Louisiana
$209K +$200K +6,040 New
BA
1625
Ballast Advisors
Minnesota
$208K +$200K +6,030 New
63 64
65
66 67