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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4701
Proathlete Wealth Management
Florida
$886K +$18.8K +84 +2%
WP
4702
Woodline Partners
California
$884K -$6.48K -29 -0.8%
CCG
4703
Capital CS Group
California
$883K -$766K -3,428 -47%
BCPE
4704
Bain Capital Public Equity
Massachusetts
$883K -$1.4M -6,264 -62%
PF
4705
Parker Financial
Washington
$883K -$265K -1,188 -24%
CCM
4706
Cambridge Capital Management
Illinois
$882K +$249K +1,113 +42%
BSWM
4707
Boston Standard Wealth Management
Massachusetts
$882K -$48K -215 -5%
RBC
4708
Roble Belko & Company
Pennsylvania
$881K – – –
KTA
4709
Keeley-Teton Advisors
Illinois
$881K – – –
CFG
4710
CMC Financial Group
Georgia
$878K +$893 +4 +0.1%
HPFG
4711
Hart & Patterson Financial Group
Massachusetts
$877K -$49.1K -220 -6%
CM
4712
Capital Management
Virginia
$876K -$50.2K -225 -6%
PWG
4713
Private Wealth Group
Florida
$873K -$4.91K -22 -0.6%
KIC
4714
Keating Investment Counselors
Florida
$873K -$16.7K -75 -2%
AIA
4715
Armor Investment Advisors
North Carolina
$873K -$26.8K -120 -3%
HMS
4716
Hanseatic Management Services
New Mexico
$868K +$45.8K +205 +6%
GWAM
4717
Guardian Wealth Advisors (Minnesota)
Minnesota
$868K +$79.9K +358 +11%
TWCA
4718
Two West Capital Advisors
Kansas
$865K +$13.4K +60 +2%
GC
4719
Gruss & Co
Florida
$862K -$1M -4,500 -55%
PWS
4720
Precision Wealth Strategies
Missouri
$860K -$25.2K -113 -3%
KGC
4721
Kennon-Green & Company
Ohio
$857K -$90.9K -407 -10%
HF
4722
Halpern Financial
Virginia
$856K -$1.34K -6 -0.2%
FIS
4723
Fischer Investment Strategies
California
$855K -$9.16K -41 -1%
CW
4724
Cooksen Wealth
Texas
$855K – – –
AFS
4725
Axiom Financial Strategies
Indiana
$852K +$816K +3,656 New
187 188
189
190 191