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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
2476
Johnson Financial Group LLC (Colorado)
Colorado
$307K +$322K +1,433 New
SPC
2477
Spirepoint Private Client
Florida
$307K +$10.1K +45 +3%
AA
2478
Auxano Advisors
Washington
$306K +$15K +67 +5%
WPA
2479
West Paces Advisors
Georgia
$306K +$22K +98 +7%
CFG
2480
CKW Financial Group
Hawaii
$305K – – –
MBWA
2481
Marin Bay Wealth Advisors
California
$304K +$319K +1,421 New
CFG
2482
Carter Financial Group
Illinois
$304K +$319K +1,420 New
SFWC
2483
Strategic Family Wealth Counselors
New Jersey
$304K +$294K +1,311 New
BW
2484
Blalock Williams
Alabama
$304K +$1.57K +7 +0.5%
C
2485
Covestor
United Kingdom
$303K -$32.6K -145 -9%
PTP
2486
Platform Technology Partners
New York
$303K +$318K +1,414 New
MFG
2487
Magnus Financial Group
New York
$303K +$317K +1,413 New
UCMOK
2488
United Capital Management of KS
Kansas
$303K +$317K +1,413 New
RFW
2489
Rainier Family Wealth
Washington
$302K +$317K +1,412 New
AF
2490
ASL Financial
California
$302K +$317K +1,411 New
AIS
2491
Advocate Investing Services
Maryland
$300K +$314K +1,400 New
FFM
2492
Fullerton Fund Management
Singapore
$300K +$314K +1,399 New
FWM
2493
Focused Wealth Management
New York
$299K -$102K -455 -25%
WFA
2494
Wellspring Financial Advisors
Ohio
$298K +$313K +1,393 New
RC
2495
Rovin Capital
Arizona
$296K +$311K +1,383 New
AIP
2496
ARS Investment Partners
New York
$294K -$86.5K -385 -22%
MVF
2497
Markin Volterra Fund
New York
$294K +$308K +1,373 New
HNWAG
2498
High Net Worth Advisory Group
Florida
$293K -$89.8K -400 -23%
VFA
2499
Values First Advisors
Tennessee
$292K +$307K +1,365 New
TIA
2500
Tiemann Investment Advisors
California
$291K -$81.1K -361 -21%
98 99
100
101 102