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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3626
BlueSky Wealth Advisors
North Carolina
$213K +$37.9K +220 +20%
ACM
3627
Ativo Capital Management
Illinois
$210K -$431K -2,500 -66%
CIM
3628
Confluence Investment Management
Missouri
$210K – – –
LCWP
3629
Legacy Capital Wealth Partners
Arkansas
$210K – – –
MFM
3630
Mirsky Financial Management
New York
$210K – – –
SC
3631
Sawyer & Company
Massachusetts
$210K – – –
FM
3632
Foster & Motley
Ohio
$210K +$17.2K +100 +8%
WW
3633
Waterfront Wealth
Kansas
$210K +$221K +1,280 New
JFS
3634
JD Financial Services
Pennsylvania
$207K +$217K +1,260 New
CCA
3635
Cadent Capital Advisors
Oklahoma
$204K -$283K -1,640 -57%
TFA
3636
Trinity Financial Advisors
Ohio
$204K -$55.2K -320 -21%
TCM
3637
TimesSquare Capital Management
New York
$200K -$1.23M -7,140 -85%
HWM
3638
Holloway Wealth Management
Florida
$200K – – –
TWP
3639
Total Wealth Planning
Ohio
$200K +$3.45K +20 +2%
IWP
3640
IAG Wealth Partners
Wisconsin
$171K -$48.3K -280 -21%
LWA
3641
Lowe Wealth Advisors
Maryland
$168K – – –
SIMG
3642
Stephens Investment Management Group
Texas
$164K – – –
KIG
3643
Kessler Investment Group
Indiana
$158K -$55.2K -320 -25%
VRM
3644
Vectors Research Management
New York
$158K – – –
NOI
3645
Newton One Investments
Delaware
$154K – – –
LAS
3646
Lloyd Advisory Services
Georgia
$151K +$62.1K +360 +64%
KI
3647
Kapitalo Investimentos
Brazil
$150K +$3.16M +18,320 New
CPFP
3648
Clear Perspectives Financial Planning
Ohio
$148K +$34.5K +200 +29%
AFIA
3649
America First Investment Advisors
Nebraska
$141K – – –
SC
3650
Saban Cheryl
$141K +$34.5K +200 +30%
144 145
146
147 148