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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1301
KPP Advisory Services
Kentucky
$475K +$472K +3,115 New
QWP
1302
Quotient Wealth Partners
Texas
$475K +$31.1K +205 +7%
CT
1303
Chicago Trust
Illinois
$471K +$144K +950 +44%
CDH
1304
Charles D. Hyman
$470K – – –
NAS
1305
Nicolet Advisory Services
Wisconsin
$469K +$96.2K +635 +27%
MW
1306
Marcum Wealth
Ohio
$469K +$9.85K +65 +2%
1W
1307
1776 Wealth
Georgia
$468K – – –
SFS
1308
Stiles Financial Services
Minnesota
$465K -$45.5K -300 -9%
KFS
1309
Kaizen Financial Strategies
California
$465K -$4.54K -30 -1%
HH
1310
Hilltop Holdings
Texas
$464K +$7.58K +50 +2%
APW
1311
Austin Private Wealth
Texas
$464K +$56.8K +375 +14%
PWM
1312
Palumbo Wealth Management
New York
$464K +$238K +1,570 +107%
DIM
1313
Delta Investment Management
California
$459K +$107K +705 +31%
BRG
1314
Bay Rivers Group
Virginia
$458K +$59.8K +395 +15%
AA
1315
Alta Advisers
United Kingdom
$457K – – –
WWM
1316
Westwood Wealth Management
California
$457K +$56.8K +375 +14%
LOAMU
1317
Lombard Odier Asset Management (USA)
New York
$457K +$455K +3,000 New
PFA
1318
Pathway Financial Advisers
Indiana
$456K -$53.8K -355 -11%
EWM
1319
Evermay Wealth Management
Virginia
$456K +$17.4K +115 +4%
CAI
1320
Capital Advisors Inc
Oklahoma
$456K +$12.9K +85 +3%
VAG
1321
VisionPoint Advisory Group
Texas
$456K +$286K +1,885 +171%
BBW
1322
Blue Barn Wealth
Utah
$454K -$216K -1,425 -32%
OFS
1323
Orrstown Financial Services
Pennsylvania
$454K +$50K +330 +12%
LSA
1324
Lion Street Advisors
Texas
$454K – – –
HFP
1325
Holistic Financial Partners
Indiana
$452K -$53.8K -355 -11%
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