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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
5401
Orographic Financial Advisors
Colorado
$434K +$457K +2,490 New
VFG
5402
Valley Financial Group
Pennsylvania
$433K -$59.1K -322 -11%
R
5403
Rebalance
California
$433K -$329K -1,795 -42%
IASG
5404
Investment Advisory Services Group
Florida
$433K +$10.8K +59 +2%
IA
5405
IF Advisors
Texas
$433K – – –
OFI
5406
Outbound Financial Inc
Colorado
$433K – – –
RF
5407
Robinswood Financial
Washington
$432K -$5.14K -28 -1%
GWA
5408
Geometric Wealth Advisors
District of Columbia
$432K +$42.6K +232 +10%
FS
5409
Ferguson Shapiro
Georgia
$432K +$9.17K +50 +2%
PP
5410
Pingora Partners
Wyoming
$432K – – –
COFSG
5411
Carbahal Olsen Financial Services Group
California
$431K – – –
HWA
5412
Heritage Wealth Architects
Minnesota
$431K -$64.2K -350 -14%
OLA
5413
Oliver Luxxe Assets
New Jersey
$430K -$31K -169 -6%
HFA
5414
Highland Financial Advisors
New Jersey
$429K +$59.3K +323 +15%
FFIC
5415
First Fiduciary Investment Counsel
Ohio
$429K -$46.8K -255 -9%
B
5416
Bedminster
South Carolina
$427K – – –
BWM
5417
Boyd Wealth Management
California
$427K +$53.6K +292 +14%
GPWA
5418
Great Point Wealth Advisors
Massachusetts
$427K +$4.59K +25 +1%
CGFA
5419
Colton Groome Financial Advisors
North Carolina
$427K -$26.8K -146 -6%
AA
5420
AJ Advisors
Tennessee
$426K +$15K +82 +3%
FWWM
5421
Fiscal Wisdom Wealth Management
Connecticut
$426K +$45.3K +247 +11%
PIS
5422
POM Investment Strategies
North Carolina
$424K -$35.6K -194 -7%
FWM
5423
Fingerlakes Wealth Management
New York
$422K +$18.7K +102 +4%
EI
5424
EDMP Inc
Florida
$422K +$444K +2,418 New
SNBOSCI
5425
Security National Bank of Sioux City Iowa
Iowa
$421K -$9.17K -50 -2%
215 216
217
218 219