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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
3901
Beacon Bridge Wealth Partners
Pennsylvania
$467K +$11.1K +83 +2%
WIC
3902
Wilkins Investment Counsel
Massachusetts
$467K +$6.7K +50 +1%
CWA
3903
Centennial Wealth Advisory
Michigan
$465K +$79.3K +592 +19%
SPP
3904
Single Point Partners
Massachusetts
$464K +$489K +3,649 New
FIBT
3905
First International Bank & Trust
North Dakota
$464K +$9.38K +70 +2%
CWM
3906
Compass Wealth Management
Connecticut
$464K +$24.3K +181 +5%
EWA
3907
ERTS Wealth Advisors
Michigan
$462K +$226K +1,688 +87%
HWMG
3908
Hurlow Wealth Management Group
Indiana
$462K +$83.1K +620 +21%
BWM
3909
Boyd Wealth Management
California
$462K – – –
WCM
3910
Wealthcare Capital Management
Virginia
$462K +$59.4K +443 +14%
NC
3911
NewSquare Capital
Pennsylvania
$460K -$2.01K -15 -0.4%
UOTTAIMCU
3912
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$460K +$485K +3,621 New
HPIA
3913
Hamilton Point Investment Advisors
North Carolina
$459K – – –
SMF
3914
Sterling Manor Financial
New York
$459K – – –
CPG
3915
Cornerstone Planning Group
New Jersey
$459K +$39.5K +295 +9%
DI
3916
DDFG Inc
California
$459K -$10.9K -81 -2%
SMWM
3917
Silvia McColl Wealth Management
California
$458K -$80.4K -600 -14%
ACM
3918
Ategra Capital Management
Virginia
$458K – – –
MPM
3919
MBB Public Markets
Illinois
$458K – – –
MIM
3920
Martin Investment Management
Florida
$455K -$3.48K -26 -0.7%
HB
3921
Horizon Bancorp
Indiana
$454K -$61.1K -456 -11%
AC
3922
Avant Capital
Louisiana
$453K -$32.2K -240 -6%
PSIWM
3923
Paradigm Strategies in Wealth Management
Minnesota
$453K – – –
SDAM
3924
Shulman DeMeo Asset Management
New York
$452K -$2.41K -18 -0.5%
TBWA
3925
Three Bridge Wealth Advisors
California
$451K – – –
155 156
157
158 159