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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
4076
Beacon Wealthcare LLC
North Carolina
$548K +$11.4K +75 +2%
CCP
4077
Cassia Capital Partners
North Carolina
$548K +$85.4K +564 +16%
SCS
4078
Syquant Capital SAS
France
$547K – – –
WG
4079
Watchman Group
Texas
$543K -$30.9K -204 -5%
FFW
4080
Fusion Family Wealth
New York
$543K +$61.5K +406 +11%
SOAG
4081
Silver Oak Advisory Group
Oregon
$537K +$10.4K +69 +2%
HFS
4082
Horizon Financial Services
North Carolina
$536K – – –
CWA
4083
Carolina Wealth Advisors
South Carolina
$536K +$3.79K +25 +0.6%
PI
4084
Pachira Investments
California
$536K +$20.4K +135 +4%
SPIA
4085
Strategic Point Investment Advisors
Rhode Island
$534K – – –
BA
4086
BCM Advisors
Louisiana
$528K – – –
MAM
4087
MMA Asset Management
Pennsylvania
$528K – – –
BMCM
4088
Burns Matteson Capital Management
New York
$526K -$411K -2,716 -41%
WH
4089
Whitcomb & Hess
Ohio
$525K -$170K -1,123 -23%
BFS
4090
Beacon Financial Strategies
North Carolina
$522K – – –
NOCM
4091
Night Owl Capital Management
Connecticut
$519K – – –
CWM
4092
Cadence Wealth Management
Massachusetts
$519K +$32.1K +212 +6%
FP
4093
Foundry Partners
Minnesota
$517K -$503K -3,320 -47%
SPAS
4094
Spectrum Planning & Advisory Services
California
$515K – – –
BWM
4095
Blossom Wealth Management
California
$514K +$4.54K +30 +0.8%
SC
4096
Schoolcraft Capital
Colorado
$513K -$31.5K -208 -5%
BFA
4097
Bluestem Financial Advisors
Illinois
$508K -$23.6K -156 -4%
SA
4098
Syntax Advisors
New York
$508K +$85.4K +564 +18%
VCG
4099
Vantage Consulting Group
Virginia
$508K +$85.4K +564 +18%
BAM
4100
Boyar Asset Management
New York
$505K – – –
162 163
164
165 166