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Name Holding Trade Value Shares
Change 		Change in
Stake
MLCM
2501
M & L Capital Management
United Kingdom
$988K +$697K +1,700 New
TL
2502
Tradewinds LLC
North Carolina
$987K +$627K +1,530 New
SCM
2503
Saxony Capital Management
Missouri
$986K -$608K -1,484 -47%
BTWM
2504
Baker Tilly Wealth Management
Wisconsin
$986K +$228K +557 +49%
AA
2505
Auxano Advisors
Washington
$985K +$124K +303 +22%
CCG
2506
Coastwise Capital Group
California
$985K -$73.4K -179 -10%
ZIC
2507
ZWJ Investment Counsel
Georgia
$983K -$63.1K -154 -8%
IWP
2508
Invenio Wealth Partners
Florida
$983K -$13.5K -33 -2%
PTP
2509
Platform Technology Partners
New York
$979K -$52.5K -128 -7%
SFG
2510
Sunburst Financial Group
Alabama
$978K -$410 -1 -0.1%
PWP
2511
Parkwoods Wealth Partners
New York
$978K +$690K +1,684 New
FA
2512
Faithward Advisors
Pennsylvania
$977K +$104K +253 +18%
SFCL
2513
Strengthening Families & Communities LLC
Massachusetts
$975K +$9.84K +24 +1%
FC
2514
Financial Consulate
Maryland
$975K +$116K +283 +20%
NCTC
2515
New Covenant Trust Company
Indiana
$975K +$25.8K +63 +4%
FPCP
2516
Fort Point Capital Partners
California
$975K +$226K +551 +49%
PA
2517
ProCore Advisors
California
$974K -$13.9K -34 -2%
BBES
2518
Buffalo Business & Estate Services
New York
$972K -$691K -1,685 Closed
PA
2519
PFW Advisors
Georgia
$971K -$112K -273 -14%
PCH
2520
PGIM Custom Harvest
New Jersey
$970K +$180K +439 +36%
WPWM
2521
Western Pacific Wealth Management
Illinois
$968K -$34.4K -84 -5%
RWM
2522
RKL Wealth Management
Pennsylvania
$968K +$103K +252 +18%
RFO
2523
RiverGlades Family Offices
Florida
$968K +$109K +266 +19%
CAWM
2524
Capital Advisors Wealth Management
Washington
$968K -$268K -654 -28%
AFG
2525
Artesa Financial Group
Texas
$967K – – –
99 100
101
102 103