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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3326
Strata Wealth Advisors
Texas
$4.49M +$9.31K +50 +0.2%
HFS
3327
Heritage Financial Services
Massachusetts
$4.48M -$3.14M -16,872 -41%
PIAS
3328
PCA Investment Advisory Services
Ohio
$4.48M +$47.1K +253 +1%
MC
3329
Matters Capital
Florida
$4.47M +$4.46M +23,959 New
LAI
3330
Legal Advantage Investments
California
$4.47M -$156K -840 -3%
PFM
3331
Phillips Financial Management
Indiana
$4.46M +$91.8K +493 +2%
CA
3332
Clune & Associates
Illinois
$4.46M +$43.4K +233 +1%
PPA
3333
Pilgrim Partners Asia
Singapore
$4.46M -$194K -1,040 -4%
DFA
3334
Davies Financial Advisors
California
$4.45M -$164K -880 -4%
RA
3335
Riverstone Advisors
Texas
$4.45M +$1.08M +5,810 +32%
MJFG
3336
Mars Jewett Financial Group
Washington
$4.45M +$4.36M +23,411 New
EV
3337
EJMK Ventures
Illinois
$4.45M +$4.44M +23,856 New
RWM
3338
Revisor Wealth Management
Ohio
$4.45M -$12.7K -68 -0.3%
AIM
3339
Aigen Investment Management
New York
$4.44M +$28.9K +155 +0.7%
RRA
3340
Round Rock Advisors
Connecticut
$4.43M +$45.6K +245 +1%
PFA
3341
Pathway Financial Advisers
Indiana
$4.43M +$72.4K +389 +2%
MFP
3342
Meridian Financial Partners
Virginia
$4.43M -$89.2K -479 -2%
LCM
3343
Leisure Capital Management
California
$4.43M -$690K -3,707 -14%
BWM
3344
Baron Wealth Management
Michigan
$4.42M +$455K +2,445 +11%
AFM
3345
Armstrong Fleming & Moore
District of Columbia
$4.42M +$51K +274 +1%
SCA
3346
Sandy Cove Advisors
Massachusetts
$4.41M +$195K +1,050 +5%
VRM
3347
Vectors Research Management
New York
$4.41M -$635K -3,413 -13%
W
3348
Wealthquest
Ohio
$4.41M +$551K +2,960 +14%
RG
3349
RHL Group
Michigan
$4.4M +$4.39M +23,607 New
TWM
3350
Tripletail Wealth Management
Florida
$4.4M -$23.5K -126 -0.5%
132 133
134
135 136