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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2951
Lifeworks Advisors
Michigan
$272K +$8.68K +42 +3%
LFG
2952
Larson Financial Group
Missouri
$271K -$148K -718 -34%
AMG
2953
Advisors Management Group
Wisconsin
$271K +$284K +1,374 New
WW
2954
Westshore Wealth
California
$269K – – –
KAM
2955
KEB Asset Management
Illinois
$269K +$282K +1,366 New
AAM
2956
Austin Asset Management
Texas
$267K -$21.3K -103 -7%
WRM
2957
Weybosset Research & Management
Rhode Island
$267K +$280K +1,355 New
ASGS
2958
Alpha Square Group S
New York
$266K -$279K -1,350 -50%
BIA
2959
Biondo Investment Advisors
Pennsylvania
$266K -$10.3K -50 -4%
TDC
2960
Thompson Davis & Co
Virginia
$265K – – –
AWAP
2961
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$263K – – –
CA
2962
CapWealth Advisors
Tennessee
$263K +$72.7K +352 +36%
NF
2963
NTB Financial
Colorado
$262K – – –
RTS
2964
Round Table Services
New Jersey
$261K -$12.4K -60 -4%
CFA
2965
Compass Financial Advisors
Indiana
$261K – – –
DP
2966
Divergent Planning
Maryland
$261K – – –
KM
2967
Kalos Management
Georgia
$260K -$39.7K -192 -13%
BIAS
2968
Beacon Investment Advisory Services
New Jersey
$260K +$10.3K +50 +4%
HFS
2969
Howard Financial Services
Texas
$259K -$3.51K -17 -1%
CCG
2970
Coastwise Capital Group
California
$259K +$41.5K +201 +18%
KFA
2971
Krane Funds Advisors
New York
$259K +$271K +1,313 New
CIC
2972
Cutler Investment Counsel
Oregon
$258K -$18.6K -90 -6%
CHAM
2973
Clear Harbor Asset Management
Connecticut
$258K +$22.5K +109 +9%
BCMLT
2974
Beacon Capital Management LLC (Tennessee)
Tennessee
$257K – – –
MWM
2975
Mascoma Wealth Management
New Hampshire
$257K +$5.99K +29 +2%
117 118
119
120 121