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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1726
Lauterbach Financial Advisors
Texas
$349K +$566 +6 +0.2%
SCA
1727
Scott Capital Advisors
Oregon
$349K +$85.2K +903 +31%
CI
1728
CX Institutional
Indiana
$348K -$6.13K -65 -2%
MMA
1729
Miracle Mile Advisors
California
$348K +$361K +3,825 New
OC
1730
Oakworth Capital
Alabama
$347K – – –
ISL
1731
Ingalls & Snyder LLC
New York
$347K +$37.7K +400 +12%
MSFS
1732
Main Street Financial Solutions
Pennsylvania
$346K -$1.04K -11 -0.3%
AAP
1733
Arax Advisory Partners
Colorado
$346K +$19.7K +209 +6%
VCM
1734
Virtue Capital Management
Tennessee
$345K -$1.23M -13,063 -77%
IFS
1735
Intelligent Financial Strategies
Minnesota
$345K -$29.4K -312 -8%
FPWM
1736
FSB Premier Wealth Management
Iowa
$345K -$6.61K -70 -2%
CCFM
1737
Clear Creek Financial Management
Washington
$344K – – –
BDF
1738
Balasa Dinverno & Foltz
$343K -$9.72K -103 -3%
SC
1739
Sierra Capital
Florida
$343K -$3.77K -40 -1%
AFM
1740
Abbot Financial Management
Massachusetts
$342K -$18.9K -200 -5%
EAM
1741
Evanson Asset Management
California
$342K +$7.08K +75 +2%
MC
1742
Matisse Capital
Oregon
$341K – – –
TW
1743
Transform Wealth
Colorado
$340K -$3.91M -41,473 -92%
AAM
1744
Autus Asset Management
Arizona
$340K -$32.8K -348 -9%
SWA
1745
SOA Wealth Advisors
New York
$340K -$20.1K -213 -5%
WCWM
1746
Willow Creek Wealth Management
California
$340K – – –
HHGA
1747
Halbert Hargrove Global Advisors
California
$340K +$33.9K +359 +11%
EP
1748
EPIQ Partners
Minnesota
$340K +$48K +509 +16%
PAMG
1749
Patton Albertson Miller Group
Tennessee
$339K -$9.44K -100 -3%
IP
1750
Investment Partners
Ohio
$337K -$18.9K -200 -5%
68 69
70
71 72