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Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
3676
Acorn Creek Capital
Colorado
$249K +$222K +2,120 New
GJIA
3677
Glass Jacobson Investment Advisors
Maryland
$249K +$209 +2 +0.1%
CC
3678
Cultivar Capital
Texas
$248K +$221K +2,115 New
HGA
3679
Hobbs Group Advisors
South Carolina
$248K +$221K +2,112 New
LFS
3680
Legacy Financial Strategies
Kansas
$248K +$221K +2,112 New
XSC
3681
X-Square Capital
Puerto Rico
$248K +$221K +2,115 New
PFM
3682
Peak Financial Management
Massachusetts
$247K +$220K +2,106 New
HAFS
3683
Hapanowicz & Associates Financial Services
Pennsylvania
$247K +$220K +2,106 New
HIF
3684
Hill Island Financial
Michigan
$247K +$220K +2,106 New
GPWA
3685
Great Point Wealth Advisors
Massachusetts
$247K +$220K +2,105 New
MCP
3686
Miller Capital Partners
Michigan
$247K – – –
MIM
3687
Macroview Investment Management
Maryland
$247K +$220K +2,100 New
SWA
3688
Strategies Wealth Advisors
Michigan
$246K -$139K -1,329 -39%
CFG
3689
Chapman Financial Group
Hawaii
$245K – – –
CFC
3690
Coyle Financial Counsel
Illinois
$245K +$218K +2,088 New
BSC
3691
Brown Shipley & Co
United Kingdom
$245K +$20.9K +200 +11%
MW
3692
Marrick Wealth
California
$244K +$218K +2,080 New
PCA
3693
Purkiss Capital Advisors
Connecticut
$244K -$72.4K -692 -25%
PCM
3694
Pennsylvania Capital Management
Pennsylvania
$244K +$218K +2,080 New
RFO
3695
RiverGlades Family Offices
Florida
$244K +$217K +2,077 New
AA
3696
Addison Advisors
Vermont
$244K -$1.55M -14,812 -88%
BGAI
3697
Bruce G. Allen Investments
Colorado
$243K -$139K -1,326 -39%
KWS
3698
Keystone Wealth Services
California
$242K +$216K +2,064 New
PWM
3699
Power Wealth Management
Georgia
$242K +$216K +2,062 New
EP
3700
E6 Portfolios
Utah
$242K +$216K +2,061 New
146 147
148
149 150