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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2351
Morse Asset Management
Connecticut
$458K – – –
AGA
2352
Arkos Global Advisors
Texas
$458K +$18.7K +353 +4%
LDFR
2353
Lehman & Derafelo Financial Resources
Pennsylvania
$457K -$68.9K -1,301 -13%
B
2354
Bridgeworth
Alabama
$456K -$67K -1,264 -12%
LF
2355
LifeSteps Financial
California
$453K -$5.19K -98 -1%
B
2356
BetterWealth
California
$453K +$1.43K +27 +0.3%
WFA
2357
WestHill Financial Advisors
California
$453K +$87.2K +1,647 +23%
WAS
2358
Winch Advisory Services
Wisconsin
$452K +$33.1K +624 +8%
FAFN
2359
First Affirmative Financial Network
Colorado
$451K +$102K +1,932 +28%
TFA
2360
Teamwork Financial Advisors
Texas
$450K -$305K -5,749 -39%
AI
2361
Accredited Investors
Minnesota
$450K -$69.1K -1,305 -13%
TCOK
2362
Trust Company of Kansas
Kansas
$450K -$10.7K -202 -2%
PMA
2363
Prudent Man Advisors
Illinois
$450K -$8.95K -169 -2%
EFG
2364
Everhart Financial Group
Ohio
$450K +$468K +8,840 New
RWRC
2365
R.W. Roge & Company
New York
$449K – – –
TW
2366
Transform Wealth
Colorado
$448K -$88.6K -1,672 -16%
JLBC
2367
J.L. Bainbridge & Co
Florida
$448K -$17.9K -337 -4%
C
2368
Certuity
Florida
$448K +$87.8K +1,657 +23%
AWA
2369
Amplius Wealth Advisors
Pennsylvania
$446K +$20.4K +385 +5%
BFG
2370
Bouchey Financial Group
New York
$445K -$7.73K -146 -2%
IF
2371
IRON Financial
Illinois
$445K -$3.92K -74 -0.8%
RCA
2372
Reitz Capital Advisors
Michigan
$444K -$57.9K -1,093 -11%
EP
2373
EPIQ Partners
Minnesota
$444K -$21.2K -400 -4%
KM
2374
Kalos Management
Georgia
$444K +$21.7K +409 +5%
CCP
2375
Carmel Capital Partners
California
$444K +$23.2K +438 +5%
93 94
95
96 97