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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2101
Wellspring Financial Advisors
Ohio
$278K +$31.5K +180 +13%
DCM
2102
Decatur Capital Management
Georgia
$277K – – –
TPA
2103
Trivium Point Advisory
Connecticut
$277K +$268K +1,533 New
AIM
2104
Acropolis Investment Management
Missouri
$276K +$52.4K +300 +24%
AGM
2105
Alpine Global Management
New York
$276K +$268K +1,531 New
YIA
2106
YHB Investment Advisors
Connecticut
$276K +$267K +1,529 New
GPWA
2107
Great Point Wealth Advisors
Massachusetts
$276K – – –
PGIM
2108
Pacific Global Investment Management
California
$275K -$26K -149 -9%
SN
2109
Sittner & Nelson
Oregon
$275K +$26.2K +150 +11%
BW
2110
BIP Wealth
Georgia
$274K +$266K +1,520 New
PHIC
2111
Pine Haven Investment Counsel
Massachusetts
$274K +$266K +1,520 New
APA
2112
Astoria Portfolio Advisors
New York
$274K +$35K +200 +13%
COCM
2113
Charter Oak Capital Management
New Hampshire
$274K +$265K +1,517 New
YWS
2114
Yarger Wealth Strategies
Ohio
$273K +$6.82K +39 +3%
CAL
2115
Capital Advisors Ltd
Ohio
$273K -$1.57K -9 -0.6%
SAM
2116
Seelaus Asset Management
New Jersey
$273K -$121K -695 -31%
NHC
2117
Nicholas Hoffman & Company
Georgia
$273K +$264K +1,512 New
3F
2118
360 Financial
Minnesota
$273K – – –
SGCA
2119
Steel Grove Capital Advisors
Tennessee
$273K +$264K +1,510 New
MPI
2120
Mairs & Power Inc
Minnesota
$272K -$7.69K -44 -3%
PP
2121
Pegasus Partners
Wisconsin
$272K +$7.52K +43 +3%
HCMG
2122
Howard Capital Management Group
California
$271K -$19.6K -112 -7%
AIA
2123
Alera Investment Advisors
Illinois
$271K +$263K +1,503 New
HBW
2124
Hazlett, Burt & Watson
West Virginia
$271K +$30.6K +175 +13%
RCA
2125
Roberts Capital Advisors
Colorado
$271K +$262K +1,501 New
83 84
85
86 87