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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
326
Kohmann Bosshard Financial Services
Ohio
$6.81K +$6.94K +68 New
NMG
327
New Millennium Group
Utah
$6.81K +$6.94K +68 New
LFG
328
Larson Financial Group
Missouri
$6.61K – – –
LFA
329
LGT Financial Advisors
Texas
$6.41K +$6.54K +64 New
FHA
330
First Horizon Advisors
Tennessee
$5.81K +$1.12K +11 +23%
SS
331
SBI Securities
Japan
$5.51K +$5.62K +55 New
DAM
332
Delta Asset Management
Tennessee
$5.01K – – –
ETC
333
Exchange Traded Concepts
Oklahoma
$5.01K +$5.11K +50 New
RIL
334
Rothschild Investment LLC
Illinois
$4K – – –
MFT
335
Moisand Fitzgerald Tamayo
Florida
$3.81K – – –
GWM
336
Geneos Wealth Management
Colorado
$3.71K – – –
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$2.8K – – –
WWP
338
WR Wealth Planners
Missouri
$1.4K -$613 -6 -30%
CFO
339
CVA Family Office
Colorado
$1.2K – – –
BIA
340
Bell Investment Advisors
California
$1.1K – – –
SIC
341
SJS Investment Consulting
Ohio
$902 +$102 +1 +13%
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$701 +$102 +1 +17%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$601 – – –
LIS
344
Legacy Investment Solutions
Idaho
$584 +$511 +5 New
LWMI
345
Legacy Wealth Management (Idaho)
Idaho
$584 +$511 +5 New
AWM
346
Abound Wealth Management
Tennessee
$301 – – –
GFPC
347
Global Financial Private Client
Florida
$300 +$306 +3 New
IA
348
IFP Advisors
Florida
$200 +$204 +2 New
PWM
349
Parkworth Wealth Management
California
$100 +$102 +1 New
BGIM
350
Brandywine Global Investment Management
Pennsylvania
– -$7.21M -77,781 Closed
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