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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2376
Independent Solutions Wealth Management
New York
$397K -$51.9K -919 -12%
LA
2377
Legacy Advisors
Pennsylvania
$396K +$22.6K +400 +6%
SCM
2378
Stonehearth Capital Management
Massachusetts
$396K +$52.8K +935 +16%
FNBSF
2379
First National Bank Sioux Falls
South Dakota
$394K +$13K +230 +4%
LRPA
2380
L. Roy Papp & Associates
Arizona
$393K -$94.7K -1,678 -20%
SCA
2381
SMH Capital Advisors
Texas
$393K +$153K +2,704 +67%
AF
2382
AtlasMark Financial
Texas
$390K – – –
CG
2383
CFO4Life Group
Texas
$389K -$15K -265 -4%
WFA
2384
WestHill Financial Advisors
California
$389K – – –
CAWM
2385
Capital Advisors Wealth Management
Washington
$389K +$378K +6,690 New
HWMG
2386
Hurlow Wealth Management Group
Indiana
$387K +$9.2K +163 +3%
NICM
2387
Neo Ivy Capital Management
New York
$387K +$375K +6,647 New
LBD
2388
Landsberg Bennett & Dubbaneh
Florida
$385K -$57.4K -1,017 -13%
WMSA
2389
Weiss Multi-Strategy Advisers
New York
$384K +$373K +6,604 New
FFWM
2390
Future Financial Wealth Management
Ohio
$382K +$8.24K +146 +2%
HFP
2391
Holistic Financial Partners
Indiana
$382K +$15.3K +271 +4%
TNA
2392
True North Advisors
Texas
$382K +$35.6K +630 +11%
KA
2393
Klingman & Associates
New York
$382K +$86.5K +1,533 +30%
HHGA
2394
Halbert Hargrove Global Advisors
California
$381K -$339 -6 -0.1%
AC
2395
Apella Capital
Connecticut
$380K -$30.5K -541 -8%
KIG
2396
Kowal Investment Group
Wisconsin
$380K -$1.3K -23 -0.4%
GAM
2397
Gemmer Asset Management
California
$380K +$12K +212 +3%
LA
2398
LexAurum Advisors
Kansas
$379K -$127K -2,257 -26%
PGWM
2399
Parisi Gray Wealth Management
New Jersey
$379K +$8.75K +155 +2%
JC
2400
Jentner Corp
Ohio
$376K – – –
94 95
96
97 98