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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2451
Trinity Financial Advisors
Ohio
$1.02M +$62.4K +1,880 +8%
SA
2452
SRN Advisors
Pennsylvania
$1.02M -$948K -28,550 -54%
JAFL
2453
Jay A. Fishman Ltd
Michigan
$1.02M -$602K -18,140 -43%
SI
2454
Symmetry Investments
Jersey
$1.02M +$797K +24,000 New
KNW
2455
Kesler Norman & Wride
Utah
$1.01M -$175K -5,270 -18%
DIP
2456
DT Investment Partners
Pennsylvania
$1.01M -$33.5K -1,010 -4%
EFSCE
2457
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M -$13.9K -420 -2%
KWS
2458
Keystone Wealth Services
California
$1.01M -$54.8K -1,650 -6%
UFF
2459
USA Financial Formulas
Michigan
$1.01M +$785K +23,630 +13,128%
LWM
2460
Lodestone Wealth Management
Washington
$1.01M -$49.5K -1,490 -6%
KC
2461
Kades & Cheifetz
Pennsylvania
$1.01M -$12.3K -370 -2%
FWI
2462
Facet Wealth Inc
Maryland
$1.01M +$114K +3,430 +18%
LFS
2463
Legacy Financial Strategies
Kansas
$1M -$33.2K -1,000 -4%
HI
2464
Hudock Inc
Pennsylvania
$1M -$131K -3,960 -14%
KWM
2465
Kolinsky Wealth Management
New Jersey
$1,000K +$90.6K +2,730 +13%
ARG
2466
Advisory Resource Group
Oklahoma
$1,000K -$323K -9,740 -29%
ABLA
2467
Alan B. Lancz & Associates
Ohio
$996K -$183K -5,500 -19%
CG
2468
Castellan Group
Kentucky
$993K – – –
IFPL
2469
Investments & Financial Planning LLC
Kentucky
$992K -$144K -4,330 -16%
RFN
2470
Redwood Financial Network
Ohio
$990K +$33.2K +1,000 +4%
IA
2471
IFG Advisors
Missouri
$990K +$46.5K +1,400 +6%
HAS
2472
HBW Advisory Services
California
$986K -$222K -6,680 -22%
RF
2473
Rollins Financial
Georgia
$986K -$544K -16,400 -41%
CWM
2474
Curi Wealth Management
North Carolina
$985K -$26.6K -800 -3%
MPCG
2475
Matrix Private Capital Group
New York
$984K -$410K -12,340 -35%
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99
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