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Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3951
Lutz Financial Services
Nebraska
$268K +$8.37K +24 +3%
PWP
3952
Pursue Wealth Partners
California
$267K – – –
MIHAS
3953
Maj Invest Holding A/S
Denmark
$267K – – –
TFO
3954
Tarbox Family Office
California
$267K – – –
AF
3955
Affiance Financial
Minnesota
$267K -$41.8K -120 -14%
LSA
3956
Lansing Street Advisors
Pennsylvania
$267K -$1.39K -4 -0.5%
GCM
3957
Gallacher Capital Management
Colorado
$266K -$499K -1,432 -66%
DF
3958
Define Financial
California
$266K +$349 +1 +0.1%
HHGA
3959
Halbert Hargrove Global Advisors
California
$266K +$113K +323 +76%
BWMG
3960
Barnes Wealth Management Group
California
$265K -$23K -66 -8%
MA
3961
MAS Advisors
Florida
$265K – – –
EWM
3962
Edge Wealth Management
New York
$265K – – –
VCWM
3963
Vista Cima Wealth Management
Arizona
$264K -$1.05K -3 -0.4%
CWM
3964
CCG Wealth Management
California
$264K +$19.9K +57 +8%
PCMF
3965
Private Capital Management (Florida)
Florida
$263K – – –
HWP
3966
Hibernia Wealth Partners
Louisiana
$260K +$255K +732 New
YAM
3967
Yacktman Asset Management
Texas
$260K – – –
LFGO
3968
Legacy Financial Group (Oklahoma)
Oklahoma
$260K -$471K -1,352 -65%
PI
3969
Pachira Investments
California
$259K +$3.49K +10 +1%
TA
3970
TrueWealth Advisors
Alabama
$259K -$7.67K -22 -3%
DFG
3971
Dynamic Financial Group
Iowa
$258K – – –
LWA
3972
LifeGoal Wealth Advisors
New York
$258K +$253K +727 New
POIA
3973
Pin Oak Investment Advisors
Texas
$258K -$32.8K -94 -11%
PFA
3974
Presper Financial Architects
Ohio
$258K +$253K +727 New
VFP
3975
Verus Financial Partners
Virginia
$257K +$30.7K +88 +14%
157 158
159
160 161