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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
2101
Jacobson & Schmitt Advisors
Wisconsin
$215K
TPW
2102
Tiller Private Wealth
Pennsylvania
$215K +$13.6K +282 +7%
SICM
2103
Sustainable Insight Capital Management
New York
$215K +$18.4K +383 +9%
BBW
2104
Blue Barn Wealth
Utah
$214K +$4.62K +96 +2%
NC
2105
NinePointTwo Capital
California
$214K +$221K +4,590 New
LHC
2106
Little House Capital
Massachusetts
$213K
PL
2107
Pluribus Labs
California
$213K +$219K +4,553 New
BCMLT
2108
Beacon Capital Management LLC (Tennessee)
Tennessee
$213K +$220K +4,559 New
SIC
2109
Samalin Investment Counsel
New York
$212K -$111K -2,304 -34%
AP
2110
Atwood & Palmer
Missouri
$211K -$72.3K -1,501 -25%
SEIA
2111
Signature Estate & Investment Advisors
California
$211K -$16.1K -334 -7%
FZCM
2112
Flynn Zito Capital Management
New York
$211K -$10.6K -221 -5%
BA
2113
Bluesphere Advisors
Pennsylvania
$211K +$96 +2 +0%
TA
2114
TrueWealth Advisors
Alabama
$210K
CFG
2115
CKW Financial Group
Hawaii
$210K +$46.6K +968 +28%
TWM
2116
Trevian Wealth Management
Massachusetts
$210K +$216K +4,478 New
CG
2117
Clarus Group
Texas
$208K +$17.1K +354 +9%
CAM
2118
CenterStar Asset Management
Illinois
$207K
FCFC
2119
First Citizens Financial Corp
Iowa
$207K
DHGWA
2120
Dixon Hughes Goodman Wealth Advisors
North Carolina
$207K +$2.5K +52 +1%
WPA
2121
Winning Points Advisors
Florida
$206K -$621K -12,896 -75%
BW
2122
Bison Wealth
Georgia
$206K -$16K -332 -7%
EM
2123
Excalibur Management
Massachusetts
$206K -$819 -17 -0.4%
CHC
2124
City Holding Co
West Virginia
$206K
WAM
2125
WNY Asset Management
New York
$206K