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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
6001
Principia Wealth Advisory
Texas
$189K +$17.6K +77 +10%
PCA
6002
PMV Capital Advisers
Texas
$184K +$17.4K +76 +11%
SC
6003
Steph & Co
Wisconsin
$180K +$32.9K +144 +23%
CWA
6004
Carolina Wealth Advisors
South Carolina
$179K -$15.8K -69 -8%
GG
6005
Gleason Group
Kentucky
$173K +$20.1K +88 +13%
BFP
6006
Birchwood Financial Partners
Minnesota
$172K +$170K +745 New
IPS
6007
Investors Portfolio Services
Washington
$168K +$166K +727 New
SA
6008
SRH Advisors
Kansas
$166K +$13.7K +60 +9%
FIS
6009
Fundsmith Investment Services
Mauritius
$165K +$164K +715 New
MBFW
6010
Morton Brown Family Wealth
Pennsylvania
$165K +$29.7K +130 +22%
ORAM
6011
One River Asset Management
Connecticut
$156K -$611K -2,669 -80%
SWP
6012
SIMA Wealth Partners
Virginia
$151K -$36.1K -158 -19%
FS
6013
Financially Speaking
Colorado
$147K +$11.4K +50 +9%
TIAAOA
6014
Teachers Insurance & Annuity Association of America
New York
$144K +$143K +625 New
BCWM
6015
Ball & Co Wealth Management
Tennessee
$142K – – –
TBFA
6016
Three Bearings Fiduciary Advisors
New Hampshire
$141K +$135K +591 New
NWM
6017
Navigoe Wealth Management
California
$138K – – –
CFS
6018
Compass Financial Services
Iowa
$135K +$5.49K +24 +4%
APW
6019
Atlantic Private Wealth
North Carolina
$130K +$10.8K +47 +9%
BC
6020
Broadwater Capital
Massachusetts
$120K – – –
SC
6021
Stephens Consulting
Michigan
$120K -$813K -3,552 -87%
MCA
6022
Midwest Capital Advisors
Michigan
$116K -$2.75K -12 -2%
CL
6023
CSS LLC
Illinois
$115K +$114K +499 New
HIC
6024
Hamrick Investment Counsel
Washington
$113K +$112K +490 New
II
6025
Inspire Investing
Idaho
$111K +$110K +480 New
239 240
241
242 243