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Name Holding Trade Value Shares
Change 		Change in
Stake
ODA
3276
One Degree Advisors
California
$506K +$9.75K +22 +2%
RIM
3277
Reliant Investment Management
Tennessee
$505K +$6.65K +15 +1%
LSA
3278
L & S Advisors
California
$505K +$35.5K +80 +8%
IFPG
3279
Intrepid Financial Planning Group
Indiana
$503K -$15.5K -35 -3%
ZAM
3280
Zevin Asset Management
Massachusetts
$503K +$155K +350 +46%
SWM
3281
SilverOak Wealth Management
Minnesota
$502K +$11.1K +25 +2%
MAM
3282
Markin Asset Management
New York
$501K +$493K +1,113 New
PRI
3283
Prepared Retirement Institute
Pennsylvania
$500K – – –
HR
3284
Hardy Reed
Mississippi
$500K +$82K +185 +20%
WAG
3285
Wallace Advisory Group
California
$499K -$76.2K -172 -13%
DP
3286
Denver PWM
Colorado
$499K – – –
BWG
3287
Berry Wealth Group
Texas
$499K -$39.9K -90 -8%
NAMNJ
3288
NorthStar Asset Management (New Jersey)
New Jersey
$497K -$8.42K -19 -2%
RFA
3289
Register Financial Advisors
Georgia
$497K +$14.2K +32 +3%
NL
3290
Navalign LLC
California
$497K – – –
TFA
3291
Trinity Financial Advisors
Ohio
$496K -$51K -115 -9%
WMA
3292
Wealth Management Associates
New Jersey
$496K -$15.5K -35 -3%
WCM
3293
Whitener Capital Management
North Carolina
$496K +$82.5K +186 +20%
PWA
3294
Perspective Wealth Advisors
Colorado
$496K +$489K +1,102 New
WFA
3295
WMG Financial Advisors
Tennessee
$496K -$74.9K -169 -13%
BHWM
3296
Bay Harbor Wealth Management
Maryland
$496K +$18.2K +41 +4%
AWP
3297
Astra Wealth Partners
New Jersey
$495K +$68.3K +154 +16%
IA
3298
Intellus Advisors
Florida
$495K +$4.43K +10 +0.9%
EWS
3299
Eagle Wealth Strategies
New Jersey
$494K -$2.22K -5 -0.5%
PFA
3300
Pathway Financial Advisors
Vermont
$494K – – –
130 131
132
133 134