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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
3076
Lion Street Advisors
Texas
$3.96M -$1.12M -8,885 -26%
DCM
3077
Driehaus Capital Management
Illinois
$3.96M +$559K +4,444 +22%
RLWM
3078
RF&L Wealth Management
Massachusetts
$3.96M +$880K +6,995 +39%
MAG
3079
MRA Advisory Group
New Jersey
$3.96M +$438K +3,483 +16%
PFM
3080
Peak Financial Management
Massachusetts
$3.95M -$513K -4,075 -14%
HW
3081
HORAN Wealth
Ohio
$3.95M +$3.14M +24,982 New
BMCM
3082
Burns Matteson Capital Management
New York
$3.93M -$210K -1,668 -6%
OL
3083
one8zero8 LLC
North Carolina
$3.92M -$255K -2,029 -8%
MTC
3084
McDaniel Terry & Co
Texas
$3.92M -$253K -2,008 -7%
EPIME
3085
Evelyn Partners Investment Management (Europe)
$3.92M -$210K -1,665 -6%
LAI
3086
Legal Advantage Investments
California
$3.92M +$252K +2,000 +9%
SLFPAM
3087
St. Louis Financial Planners Asset Management
Missouri
$3.91M +$3.12M +24,776 New
NWWA
3088
New Wave Wealth Advisors
Arkansas
$3.91M -$2.14M -17,037 -41%
HIF
3089
Hill Island Financial
Michigan
$3.91M +$1.78M +14,129 +133%
EMAM
3090
Encompass More Asset Management
California
$3.89M +$104K +824 +3%
TC
3091
TAGStone Capital
North Carolina
$3.88M +$545K +4,333 +26%
AWA
3092
Aletheian Wealth Advisors
Washington
$3.88M -$168K -1,336 -5%
KW
3093
Keyvantage Wealth
Pennsylvania
$3.87M +$223K +1,773 +8%
LWM
3094
Lodestone Wealth Management
Washington
$3.86M +$108K +856 +4%
SFGP
3095
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.86M +$1.69M +13,437 +122%
VPF
3096
Vantage Point Financial
Illinois
$3.86M +$677K +5,379 +28%
PA
3097
PFW Advisors
Georgia
$3.86M -$124K -983 -4%
PW
3098
Pandora Wealth
Illinois
$3.85M -$6.29K -50 -0.2%
FWA
3099
FOCUS Wealth Advisors
Texas
$3.85M +$52.6K +418 +2%
WMWM
3100
Whitaker-Myers Wealth Managers
Ohio
$3.85M -$92.4K -734 -3%
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