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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1926
Sigma Investment Counselors
Michigan
$305K +$61.2K +275 +24%
PA
1927
Prosperity Advisers
Pennsylvania
$305K +$7.56K +34 +2%
EL
1928
EWA LLC
Pennsylvania
$304K -$11.3K -51 -4%
PFG
1929
Pinnacle Financial Group
Illinois
$303K +$2.67K +12 +0.9%
DA
1930
Dash Acquisitions
California
$303K +$2K +9 +0.7%
DAL
1931
Delta Accumulation LLC
California
$303K – – –
PL
1932
PeakShares LLC
Florida
$303K +$156K +700 +100%
SM
1933
Sweeney & Michel
California
$303K – – –
IAS
1934
Integrity Advisory Solutions
Texas
$302K +$310K +1,395 New
HB
1935
Horizon Bancorp
Indiana
$302K -$21.4K -96 -6%
VCM
1936
Virtue Capital Management
Tennessee
$302K +$445 +2 +0.1%
BB
1937
Bell Bank
North Dakota
$302K +$50.1K +225 +19%
FPGK
1938
Financial Partners Group (Kansas)
Kansas
$302K +$47.4K +213 +18%
AFO
1939
Arrowroot Family Office
California
$302K +$53K +238 +21%
BWM
1940
Baron Wealth Management
Michigan
$301K +$29.1K +131 +10%
KA
1941
Klingman & Associates
New York
$301K -$19.6K -88 -6%
AWA
1942
Acorn Wealth Advisors
Michigan
$301K +$667 +3 +0.2%
SPI
1943
Sutton Place Investors
New York
$300K +$308K +1,384 New
QFP
1944
Quantum Financial Partners
Kansas
$299K +$308K +1,383 New
C1AG
1945
Client 1st Advisory Group
Florida
$299K +$25.6K +115 +9%
E
1946
Entelevest
Florida
$299K +$12.7K +57 +4%
UWPG
1947
Ullmann Wealth Partners Group
Florida
$298K +$11.6K +52 +4%
CCM
1948
Chiron Capital Management
Florida
$297K -$3.56K -16 -1%
AU
1949
AlphaGrep UK
$296K +$55K +247 +22%
TIA
1950
Traphagen Investment Advisors
New Jersey
$296K -$28.3K -127 -9%
76 77
78
79 80