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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2176
Seven Mile Advisory
New Jersey
$364K -$202K -1,033 -33%
RDFA
2177
Ritter Daniher Financial Advisory
Ohio
$363K -$101K -515 -20%
WIM
2178
Warwick Investment Management
Texas
$363K +$18.6K +95 +5%
AFG
2179
Altiora Financial Group
Ohio
$363K -$19.5K -100 -5%
HGWM
2180
Horst & Graben Wealth Management
Oregon
$362K -$58.6K -300 -13%
BFS
2181
Bradley Foster & Sargent
Connecticut
$360K -$129K -661 -24%
LCGC
2182
Legacy Capital Group California
California
$360K – – –
ISWM
2183
Independent Solutions Wealth Management
New York
$359K -$2.14M -10,946 -84%
SHFA
2184
SS&H Financial Advisors
Michigan
$355K – – –
UW
2185
Unique Wealth
Florida
$354K +$11.7K +60 +3%
ASBI
2186
American State Bank (Iowa)
Iowa
$354K +$18.8K +96 +5%
MWM
2187
Maripau Wealth Management
Indiana
$353K +$162K +829 +70%
FS
2188
Financial Symmetry
North Carolina
$353K – – –
AMM
2189
American Money Management
California
$353K -$84.8K -434 -18%
WDL
2190
Well Done LLC
Michigan
$352K -$43K -220 -10%
LSIA
2191
LaSalle St. Investment Advisors
Illinois
$352K +$386K +1,978 New
SI
2192
Symmetry Investments
Jersey
$352K -$710K -3,632 -64%
NFC
2193
Northeast Financial Consultants
Connecticut
$352K – – –
AG
2194
Artal Group
Luxembourg
$352K +$391K +2,000 New
CCM
2195
Condor Capital Management
New Jersey
$351K -$15.2K -78 -4%
MPIA
2196
Mountain Pacific Investment Advisers
Idaho
$351K -$29.5K -151 -7%
CP
2197
Castleview Partners
Texas
$351K +$80.1K +410 +26%
CB
2198
Cadence Bank
Mississippi
$351K -$3.71K -19 -0.9%
SWA
2199
Sax Wealth Advisors
New Jersey
$350K +$20.1K +103 +5%
C1AG
2200
Client 1st Advisory Group
Florida
$349K -$6.25K -32 -2%
86 87
88
89 90