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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1651
DHJJ Financial Advisors
Illinois
$318K – – –
N
1652
Numerai
California
$316K +$39.1K +498 +16%
GLA
1653
Good Life Advisors
Pennsylvania
$316K +$280K +3,570 New
AWM
1654
Aviso Wealth Management
Washington
$316K -$121K -1,537 -30%
CPWA
1655
Cerro Pacific Wealth Advisors
California
$315K – – –
DI
1656
Diligent Investors
California
$314K +$279K +3,557 New
GC
1657
Gilbert & Cook
Iowa
$312K -$863 -11 -0.3%
JBA
1658
Johnson Bixby & Associates
Washington
$311K -$30.9K -394 -10%
SIA
1659
Strategic Investment Advisors
Michigan
$310K +$15.5K +198 +6%
ISWM
1660
Independent Solutions Wealth Management
New York
$310K -$117K -1,486 -30%
PAI
1661
Pittenger & Anderson Inc
Nebraska
$309K -$1.8M -22,954 -87%
BG
1662
Bellevue Group
Switzerland
$309K – – –
GHAM
1663
Gilman Hill Asset Management
Connecticut
$309K – – –
DWA
1664
Delap Wealth Advisory
Oregon
$309K +$549 +7 +0.2%
KCM
1665
KRS Capital Management
Michigan
$309K -$135K -1,717 -33%
SS
1666
Sunbelt Securities
Texas
$309K -$9.72K -124 -3%
KBFS
1667
Kohmann Bosshard Financial Services
Ohio
$308K – – –
PB
1668
Pinnacle Bancorp
Nebraska
$308K -$23.5K -300 -8%
RCM
1669
Raleigh Capital Management
North Carolina
$307K +$55.4K +706 +25%
TFA
1670
TPG Financial Advisors
Oregon
$307K -$17.8K -227 -6%
TSW
1671
Three Seasons Wealth
Utah
$304K -$469K -5,981 -64%
BB
1672
Burford Brothers
Texas
$302K +$235 +3 +0.1%
WA
1673
Wambolt & Associates
Colorado
$302K – – –
TA
1674
Tectonic Advisors
Texas
$301K -$388K -4,947 -59%
PP
1675
PDS Planning
Ohio
$301K -$90.4K -1,153 -25%
65 66
67
68 69