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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1001
Legacy Financial Advisors
Kentucky
$342K +$16.3K +100 +5%
HFP
1002
Holistic Financial Partners
Indiana
$342K +$95.1K +584 +39%
AWM
1003
Angeles Wealth Management
California
$341K +$111K +681 +48%
KI
1004
Kapitalo Investimentos
Brazil
$339K +$33.5K +206 +11%
FIA
1005
Foundations Investment Advisors
Arizona
$337K -$23.8K -146 -7%
PWP
1006
Phillips Wealth Planners
Mississippi
$336K +$67.4K +414 +24%
C
1007
CEDRUS
Colorado
$336K -$36.9K -227 -10%
HBT
1008
Heartland Bank & Trust
Illinois
$336K -$5.86K -36 -2%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$335K +$42K +258 +14%
MA
1010
MBA Advisors
Pennsylvania
$334K – – –
CT
1011
Cambridge Trust
Massachusetts
$334K -$17.1K -105 -5%
IP
1012
Ignite Planners
California
$333K +$7.32K +45 +2%
WG
1013
Wealth Group
North Carolina
$326K +$325K +1,996 New
OWA
1014
ORBA Wealth Advisors
Illinois
$324K – – –
AO
1015
Advisor OS
Illinois
$320K +$319K +1,961 New
MP
1016
McDonald Partners
Ohio
$319K -$11.4K -70 -3%
JC
1017
JB Capital
Connecticut
$318K +$66.9K +411 +27%
ICP
1018
Interchange Capital Partners
Pennsylvania
$316K +$977 +6 +0.3%
VCG
1019
Vantage Consulting Group
Virginia
$316K -$9.93K -61 -3%
PCMC
1020
Private Capital Management (Colorado)
Colorado
$315K +$83.5K +513 +36%
TC
1021
Trilogy Capital
California
$313K +$313K +1,920 New
HIIFS
1022
Harel Insurance Investments & Financial Services
Israel
$313K +$312K +1,918 New
SCP
1023
Sivia Capital Partners
California
$313K -$2.6K -16 -0.8%
AC
1024
ASB Consultores
Florida
$313K +$312K +1,915 New
CG
1025
Cynosure Group
Utah
$311K +$310K +1,907 New
39 40
41
42 43