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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3226
Wealthstream Advisors
New York
$689K +$179K +514 +36%
LI
3227
LifeWealth Investments
Florida
$688K +$173K +495 +34%
CWA
3228
Canvas Wealth Advisors
Kansas
$687K -$136K -389 -17%
BIP
3229
Blue Investment Partners
California
$687K – – –
LOIM
3230
Liberty One Investment Management
Illinois
$686K -$80.5K -231 -11%
SI
3231
Severin Investments
Missouri
$686K +$61.3K +176 +10%
WOC
3232
West Oak Capital
California
$685K – – –
DWA
3233
Dougherty Wealth Advisers
Minnesota
$685K – – –
KFA
3234
Kelleher Financial Advisors
New York
$682K -$697 -2 -0.1%
PFSC
3235
Peoples Financial Services Corp
Pennsylvania
$682K -$209K -599 -24%
KFI
3236
Key Financial Inc
Pennsylvania
$681K -$12.9K -37 -2%
IAG
3237
Ipsen Advisor Group
Arkansas
$681K +$10.1K +29 +2%
MWA
3238
Motive Wealth Advisors
Michigan
$680K +$75.3K +216 +13%
QL
3239
Quarry LP
New York
$679K +$264K +757 +65%
RFA
3240
Rollins Financial Advisors
New York
$679K – – –
HB
3241
Horizon Bancorp
Indiana
$675K +$523K +1,500 +375%
NIWA
3242
New Insight Wealth Advisors
California
$675K +$7.32K +21 +1%
IAG
3243
Investmark Advisory Group
Connecticut
$673K +$349 +1 +0.1%
OFG
3244
Oxford Financial Group
Indiana
$671K -$396K -1,135 -38%
BL
3245
Balentine LLC
Georgia
$670K +$283K +813 +76%
EIG
3246
Ellenbecker Investment Group
Wisconsin
$668K +$1.74K +5 +0.3%
WC
3247
Westhampton Capital
North Carolina
$668K -$34.2K -98 -5%
BDF
3248
Black Diamond Financial
Maryland
$667K -$58.9K -169 -8%
JFA
3249
JNBA Financial Advisors
Minnesota
$666K -$46.4K -133 -7%
SNBOSD
3250
Security National Bank of So Dak
Iowa
$665K -$19.9K -57 -3%
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130
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