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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1676
Tectonic Advisors
Texas
$265K +$8.01K +102 +3%
DWA
1677
Delap Wealth Advisory
Oregon
$265K +$393 +5 +0.1%
GHAM
1678
Gilman Hill Asset Management
Connecticut
$265K – – –
ZIM
1679
Zacks Investment Management
Illinois
$265K -$28.4M -361,814 -99%
BFAG
1680
Blackston Financial Advisory Group
Florida
$265K +$28.7K +365 +12%
PB
1681
Pinnacle Bancorp
Nebraska
$264K +$1.18K +15 +0.4%
SAM
1682
Strategy Asset Managers
California
$264K -$40.2K -512 -13%
KBFS
1683
Kohmann Bosshard Financial Services
Ohio
$264K +$393 +5 +0.1%
TFA
1684
TPG Financial Advisors
Oregon
$263K – – –
WA
1685
Wealth Architects
California
$263K -$31.9K -406 -10%
AA
1686
Acorns Advisers
California
$263K +$63.1K +803 +30%
CC
1687
Callan Capital
California
$262K -$31.7K -404 -10%
NAS
1688
NWF Advisory Services
California
$261K +$270K +3,438 New
MPI
1689
Mairs & Power Inc
Minnesota
$260K -$15.7K -200 -5%
LHWM
1690
Lake Hills Wealth Management
Texas
$260K +$66.5K +847 +33%
MSFS
1691
Main Street Financial Solutions
Pennsylvania
$259K -$68.2K -868 -20%
AIA
1692
AssuredPartners Investment Advisors
Florida
$259K +$269K +3,424 New
BB
1693
Burford Brothers
Texas
$259K +$236 +3 +0.1%
IFS
1694
Intelligent Financial Strategies
Minnesota
$258K -$55.5K -706 -17%
CAM
1695
Carret Asset Management
New York
$257K -$157K -2,000 -37%
VWMG
1696
Virginia Wealth Management Group
Virginia
$257K -$24.9K -317 -9%
OWM
1697
Opes Wealth Management
California
$256K -$51.5K -655 -16%
FFS
1698
Founders Financial Securities
Maryland
$256K -$32.9K -419 -11%
WA
1699
Wambolt & Associates
Colorado
$256K – – –
SB
1700
Simmons Bank
Arkansas
$256K -$297K -3,786 -53%
66 67
68
69 70