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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
5426
Adaptive Financial Consulting
Ohio
$322K -$80.8K -400 -20%
KP
5427
Kitching Partners
Pennsylvania
$321K -$51.5K -255 -14%
UFA
5428
Uptown Financial Advisors
Texas
$320K -$32.7K -162 -9%
BIM
5429
Breakwater Investment Management
Washington
$319K – – –
MC
5430
McCarthy & Cox
Ohio
$317K -$24.6K -122 -7%
PWMG
5431
Pioneer Wealth Management Group
Texas
$316K +$311K +1,539 New
VAG
5432
Vannoy Advisory Group
Texas
$314K – – –
BIM
5433
Bullseye Investment Management
Ohio
$314K – – –
AF
5434
Amara Financial
California
$311K +$55.9K +277 +22%
EFP
5435
Envision Financial Planning
Tennessee
$311K -$25.4K -126 -8%
HWA
5436
Hillcrest Wealth Advisors
New Jersey
$310K – – –
AIC
5437
Allodium Investment Consultants
Minnesota
$310K +$305K +1,512 New
FC
5438
Family CFO
California
$309K – – –
MG
5439
MilWealth Group
Wisconsin
$308K – – –
GCIA
5440
Gabelli & Co Investment Advisers
New York
$308K – – –
SHF
5441
Stage Harbor Financial
Massachusetts
$308K +$15.8K +78 +5%
GP
5442
Geneva Partners
Wisconsin
$307K -$643K -3,183 -68%
PFA
5443
Portland Financial Advisors
New York
$307K -$25.9K -128 -8%
ACM
5444
Avos Capital Management
Washington
$307K +$302K +1,494 New
MNA
5445
Manning & Napier Advisors
New York
$305K -$63.6K -315 -18%
FAM
5446
Frontier Asset Management
Wyoming
$304K +$299K +1,483 New
MWM
5447
Mittelman Wealth Management
Massachusetts
$300K +$295K +1,463 New
ETS
5448
ESL Trust Services
New York
$300K -$8.48K -42 -3%
HFA
5449
Hippocratic Financial Advisors
California
$299K -$18.4K -91 -6%
OC
5450
OxenFree Capital
Florida
$298K +$5.25K +26 +2%
216 217
218
219 220