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Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
876
Fort Washington Investment Advisors
Ohio
$375K -$57K -18 -13%
CFO
877
CVA Family Office
Colorado
$375K +$9.5K +3 +3%
GSCM
878
Greenfield Seitz Capital Management
Texas
$368K – – –
WP
879
WMS Partners
Maryland
$368K – – –
FCM
880
Fire Capital Management
California
$368K +$364K +115 New
GWM
881
Gitterman Wealth Management
New Jersey
$365K +$101K +32 +39%
CPIG
882
Chicago Partners Investment Group
Illinois
$357K +$50.7K +16 +17%
IP
883
Ignite Planners
California
$356K -$50.7K -16 -13%
BJL
884
Brighton Jones LLC
Washington
$356K +$44.3K +14 +14%
OIA
885
OneDigital Investment Advisors
Kansas
$355K -$1.78M -562 -84%
TCOT
886
Trust Company of Toledo
Ohio
$355K +$9.5K +3 +3%
WS
887
Wedbush Securities
California
$355K +$351K +111 New
HNB
888
Hilltop National Bank
Wyoming
$352K -$15.8K -5 -4%
CTC
889
Central Trust Company
Missouri
$352K – – –
EWS
890
Eagle Wealth Strategies
New Jersey
$352K – – –
BPA
891
Beacon Pointe Advisors
California
$349K -$462K -146 -57%
JF
892
JSF Financial
California
$346K -$3.17K -1 -0.9%
GC
893
Grimes & Company
Massachusetts
$345K +$9.5K +3 +3%
FOFP
894
Fee-Only Financial Planning
South Carolina
$343K -$19K -6 -5%
MCWA
895
Meadow Creek Wealth Advisors
Georgia
$343K +$3.17K +1 +0.9%
LNB
896
Ledyard National Bank
$339K +$3.17K +1 +1%
MSFS
897
Main Street Financial Solutions
Pennsylvania
$339K +$3.17K +1 +1%
SEA
898
Stegent Equity Advisors
Texas
$339K +$66.5K +21 +25%
PWM
899
Perigon Wealth Management
California
$339K +$34.8K +11 +12%
MWM
900
Modern Wealth Management
Kansas
$336K +$9.5K +3 +3%
34 35
36
37 38