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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3251
Strategic Financial Partners
Oregon
$249K -$17.6K -240 -6%
WU
3252
Wealthsimple US
New York
$246K +$15K +204 +6%
SLA
3253
Silver Lake Advisory
Utah
$244K +$20K +272 +8%
PCM
3254
Palouse Capital Management
Washington
$243K -$8.82K -120 -3%
YMRC
3255
Yorktown Management & Research Company
Virginia
$242K -$132K -1,800 -32%
IC
3256
Iconiq Capital
California
$241K +$588 +8 +0.2%
BFA
3257
Brendel Financial Advisors
New Hampshire
$240K +$11.2K +152 +4%
SAM
3258
Steinberg Asset Management
New York
$240K +$277K +3,768 New
PFG
3259
Piershale Financial Group
Illinois
$237K +$12.9K +176 +5%
BFP
3260
Briaud Financial Planning
Texas
$234K -$34.7K -472 -11%
CWM
3261
Cedar Wealth Management
California
$233K -$142K -1,928 -34%
IWP
3262
Insight Wealth Partners
Texas
$233K – – –
KCP
3263
KDI Capital Partners
North Carolina
$232K – – –
BAMG
3264
Brand Asset Management Group
Missouri
$231K -$37.7K -512 -12%
DIP
3265
DT Investment Partners
Pennsylvania
$229K -$487K -6,628 -65%
SI
3266
Shaker Investments
Ohio
$229K – – –
CWM
3267
CCG Wealth Management
California
$228K -$292K -3,968 -53%
BSWM
3268
Boston Standard Wealth Management
Massachusetts
$227K -$10.6K -144 -4%
CWM
3269
Cranbrook Wealth Management
Michigan
$227K +$44.4K +604 +20%
FCM
3270
Fairbanks Capital Management
California
$226K +$262K +3,556 New
LKIM
3271
Lawson Kroeker Investment Management
Nebraska
$223K – – –
PWM
3272
Peterson Wealth Management
Nevada
$222K +$257K +3,488 New
RCIM
3273
Red Cedar Investment Management
Michigan
$221K -$106K -1,448 -29%
SWM
3274
Selective Wealth Management
Virginia
$221K – – –
GG
3275
Gleason Group
Kentucky
$221K +$40.6K +552 +19%
129 130
131
132 133