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Bankunited
BKU

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$18K +$17.5K +372 New
JWM
277
JPL Wealth Management
Colorado
$16.4K – – –
APFP
278
Action Point Financial Planning
Michigan
$14.1K +$13.7K +291 New
BFS
279
Bare Financial Services
Pennsylvania
$14K +$6.12K +130 +82%
CAL
280
Capital Advisors Ltd
Ohio
$14K – – –
FFO
281
Fortitude Family Office
Arizona
$13.4K +$3.06K +65 +31%
SIC
282
SJS Investment Consulting
Ohio
$12.2K +$10.7K +228 +991%
KFAS
283
Keating Financial Advisory Services
Kansas
$12K +$47 +1 +0.4%
GIA
284
GHP Investment Advisors
Colorado
$11.6K – – –
S
285
SignatureFD
Georgia
$11.4K – – –
PFBT
286
Parkside Financial Bank & Trust
Missouri
$8.43K – – –
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.35K +$8.09K +172 New
CFO
288
CVA Family Office
Colorado
$7.8K +$3.67K +78 +94%
SHIM
289
Stone House Investment Management
Pennsylvania
$6.98K +$94 +2 +1%
BWA
290
Basecamp Wealth Advisors
Washington
$6.59K -$3.48K -74 -35%
SWA
291
SOA Wealth Advisors
New York
$5.75K +$47 +1 +0.8%
JWA
292
JFS Wealth Advisors
Pennsylvania
$5.57K +$470 +10 +10%
PWA
293
Physician Wealth Advisors
Utah
$5.23K +$517 +11 +11%
PMAM
294
Picton Mahoney Asset Management
Ontario, Canada
$4.84K +$3.2K +68 +213%
QL
295
Quarry LP
New York
$4.36K -$53.7K -1,141 -93%
OCWP
296
Owl Creek Wealth Partners
Colorado
$4.36K – – –
PTC
297
Private Trust Company
Ohio
$3.49K – – –
BBHC
298
Brown Brothers Harriman & Co
New York
$3.39K – – –
VWA
299
Valued Wealth Advisors
Utah
$2.71K +$2.63K +56 New
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$2.67K – – –
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