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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
4901
Horizon Financial Services
North Carolina
$925K +$240K +1,307 +33%
FGG
4902
Financial Guidance Group
Florida
$925K – – –
GGA
4903
Granite Group Advisors
Connecticut
$923K – – –
FPTW
4904
Franklin, Parlapiano, Turner & Welch
Texas
$923K – – –
MP
4905
Moment Partners
California
$922K -$6.79K -37 -0.7%
KLI
4906
Kelman-Lazarov Inc
Tennessee
$921K +$174K +948 +22%
ATWA
4907
Arbor Trust Wealth Advisors
Michigan
$921K -$113K -615 -10%
SWM
4908
Seed Wealth Management
Illinois
$921K – – –
HIC
4909
Hamrick Investment Counsel
Washington
$920K +$528K +2,879 +120%
HWA
4910
HMV Wealth Advisors
Louisiana
$918K +$126K +685 +15%
GAM
4911
Gould Asset Management
California
$918K +$498K +2,716 +107%
RWMH
4912
Riverpoint Wealth Management Holdings
Illinois
$916K +$16.7K +91 +2%
AIA
4913
Aventus Investment Advisors
Florida
$915K +$164K +896 +21%
JGCM
4914
Joseph Group Capital Management
Ohio
$914K +$495K +2,700 +106%
VFM
4915
Vision Financial Markets
Connecticut
$914K +$33K +180 +4%
IMC
4916
Investment Management Corporation
Virginia
$912K +$13.8K +75 +1%
BFS
4917
Burkett Financial Services
South Carolina
$912K +$1.83K +10 +0.2%
PM
4918
Penbrook Management
New York
$911K – – –
WLIM
4919
White Lighthouse Investment Management
Massachusetts
$911K +$75K +409 +8%
BAM
4920
Bayshore Asset Management
Florida
$911K -$734 -4 -0.1%
MAA
4921
Mraz Amerine & Associates
California
$910K -$11.9K -65 -1%
JESC
4922
J.E. Simmons & Co
Texas
$910K +$78.7K +429 +9%
LWM
4923
Latko Wealth Management
Illinois
$909K +$427K +2,325 +81%
CH
4924
CDKV Holdings
Colorado
$907K – – –
WFG
4925
Wills Financial Group
Virginia
$906K +$17.2K +94 +2%
195 196
197
198 199