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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
4151
Independence Financial Advisors
New Hampshire
$201K -$5.92K -17 -3%
KLI
4152
Kelman-Lazarov Inc
Tennessee
$201K +$197K +565 New
T
4153
Tidemark
California
$197K -$2.09K -6 -1%
EPW
4154
Evergreen Private Wealth
Colorado
$193K -$43.2K -124 -19%
HFS
4155
Hopwood Financial Services
Virginia
$190K – – –
FCG
4156
Financial Connections Group
California
$189K – – –
RDFA
4157
Ritter Daniher Financial Advisory
Ohio
$188K +$23K +66 +14%
IA
4158
IFS Advisors
Kansas
$187K – – –
NECFA
4159
New England Capital Financial Advisors
Connecticut
$183K – – –
BHWM
4160
Bay Harbor Wealth Management
Maryland
$181K +$49.5K +142 +38%
1IA
4161
1620 Investment Advisors
Massachusetts
$179K +$79.1K +227 +82%
RBC
4162
Roble Belko & Company
Pennsylvania
$178K +$71.5K +205 +69%
S
4163
Sachetta
Massachusetts
$174K +$24.1K +69 +16%
MWM
4164
MorganRosel Wealth Management
Colorado
$171K -$8.02K -23 -5%
HC
4165
Hara Capital
Washington
$163K – – –
BI
4166
Binnacle Investments
Iowa
$158K -$22K -63 -12%
CTWM
4167
Cherry Tree Wealth Management
Minnesota
$158K -$4.53K -13 -3%
HNW
4168
High Note Wealth
Minnesota
$158K – – –
TLA
4169
Tanglewood Legacy Advisors
Texas
$157K -$9.76K -28 -6%
FGC
4170
Financial Gravity Companies
Texas
$156K +$153K +440 New
TCM
4171
TD Capital Management
Tennessee
$155K +$51.2K +147 +51%
PWMG
4172
Private Wealth Management Group
New Jersey
$152K -$1.05K -3 -0.7%
T
4173
Transce3nd
Texas
$151K +$1.39K +4 +1%
CMP
4174
Coston McIsaac & Partners
Maine
$148K – – –
MAM
4175
Morse Asset Management
Connecticut
$148K +$31.4K +90 +28%
165 166
167
168 169