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XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
651
Creative Financial Designs
Indiana
$18.7K – – –
LB
652
Legacy Bridge
Iowa
$18.5K – – –
HFG
653
Harborfront Financial Group
Michigan
$18.5K +$19K +90 New
AFC
654
Ares Financial Consulting
California
$18.3K – – –
MO
655
McMillan Office
Michigan
$17K – – –
KFA
656
Kelleher Financial Advisors
New York
$16.4K +$8.46K +40 +100%
WT
657
Whittier Trust
California
$16.3K – – –
HHGA
658
Halbert Hargrove Global Advisors
California
$16K -$8.68K -41 -34%
APFP
659
Action Point Financial Planning
Michigan
$15.8K +$16.7K +79 New
ST
660
Smithfield Trust
Pennsylvania
$15K – – –
BIA
661
Bell Investment Advisors
California
$14.8K – – –
PMFA
662
Plante Moran Financial Advisors
Michigan
$14.8K – – –
DWM
663
Dogwood Wealth Management
Kansas
$14.6K +$2.12K +10 +16%
PK
664
Pflug Koory
Nebraska
$14.4K – – –
O
665
Ossiam
France
$14.2K +$14.6K +69 New
KFI
666
Key Financial Inc
Pennsylvania
$14K – – –
TSMHT
667
Thurston Springer Miller Herd & Titak
Indiana
$13.8K – – –
EI
668
EFG International
$13.3K -$1.48K -7 -10%
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$12.5K -$4.87K -23 -27%
GWS
670
Greykasell Wealth Strategies
California
$12.3K – – –
MAM
671
Meeder Asset Management
Ohio
$11.1K +$1.9K +9 +20%
C
672
Covestor
United Kingdom
$11K – – –
VFM
673
Vision Financial Markets
Connecticut
$10.4K – – –
SEP
674
Signature Equity Partners
Ohio
$9.85K – – –
M
675
MOTCO
Texas
$9.44K +$423 +2 +5%
25 26
27
28 29