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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3001
Ahara Advisors
New Jersey
$5.67M +$1.46M +7,977 +33%
DWML
3002
Decker Wealth Management LLC
Tennessee
$5.66M +$72.5K +395 +1%
CFC
3003
Coyle Financial Counsel
Illinois
$5.66M -$92.3K -503 -2%
BA
3004
Bluesphere Advisors
Pennsylvania
$5.65M +$1.4M +7,634 +31%
AWA
3005
AGH Wealth Advisors
Kansas
$5.65M +$452K +2,464 +8%
FWA
3006
Flagship Wealth Advisors
Massachusetts
$5.64M -$612K -3,335 -9%
LWM
3007
LJI Wealth Management
Indiana
$5.64M -$14.9K -81 -0.2%
SL
3008
StoryOne LLC
Kansas
$5.64M – – –
BFA
3009
Beacon Financial Advisory
Ohio
$5.63M +$200K +1,092 +3%
RRA
3010
Red Reef Advisors
Florida
$5.63M -$925K -5,043 -14%
LPFG
3011
Landing Point Financial Group
Ohio
$5.63M -$488K -2,660 -8%
PIMG
3012
Patriot Investment Management Group
Tennessee
$5.63M -$741K -4,037 -11%
TAR
3013
Trask Adam Roland
$5.62M +$5.91M +32,208 New
AFW
3014
Avantra Family Wealth
Pennsylvania
$5.61M +$126K +685 +2%
KIC
3015
Kensington Investment Counsel
California
$5.6M +$147K +800 +3%
UWPG
3016
Ullmann Wealth Partners Group
Florida
$5.59M +$616K +3,360 +12%
AI
3017
ArchPoint Investors
Florida
$5.58M +$4.38M +23,900 +295%
S
3018
SharpePoint
Arizona
$5.57M -$96.7K -527 -2%
VAM
3019
VMS Asset Management
$5.56M -$2.86M -15,586 -33%
IA
3020
IFG Advisors
Missouri
$5.56M +$88.1K +480 +2%
AFA
3021
Allium Financial Advisors
Oregon
$5.56M +$328K +1,789 +6%
PHM
3022
Prospect Hill Management
New Jersey
$5.55M -$3.85K -21 -0.1%
SWM
3023
Scissortail Wealth Management
Oklahoma
$5.55M +$158K +860 +3%
VAM
3024
Virtue Asset Management
Illinois
$5.55M -$342K -1,864 -6%
GBFG
3025
Gerald Baker Financial Group
Texas
$5.54M +$5.83M +31,788 New
119 120
121
122 123