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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1251
Boston Financial Management
Massachusetts
$386K -$37.4K -641 -9%
PIFP
1252
Partners in Financial Planning
Virginia
$386K -$6.59K -113 -2%
KIC
1253
Keating Investment Counselors
Florida
$386K -$2.09M -35,823 -85%
AWM
1254
Allen Wealth Management
North Carolina
$384K -$186K -3,181 -34%
ST
1255
Sabal Trust
Florida
$383K +$355K +6,087 New
WP
1256
WMS Partners
Maryland
$383K -$62.1K -1,065 -15%
CPSAC
1257
Chas P. Smith & Associates (CPS)
Florida
$383K -$14.8K -253 -4%
RMCM
1258
Reynders McVeigh Capital Management
Massachusetts
$381K -$957K -16,408 -73%
LWL
1259
Leo Wealth LLC
Texas
$380K -$2.86K -49 -0.8%
BAM
1260
Blueshift Asset Management
New Jersey
$380K -$1.28M -21,871 -78%
LCS
1261
Levin Capital Strategies
New York
$377K +$350K +6,000 New
BCM
1262
BTC Capital Management
Iowa
$374K -$66.8K -1,145 -16%
ECM
1263
EagleClaw Capital Management
Massachusetts
$373K -$195K -3,350 -36%
VI
1264
Versor Investments
New York
$371K +$344K +5,900 New
VIM
1265
Vista Investment Management
Pennsylvania
$371K -$35.6K -611 -9%
EW
1266
Element Wealth
Mississippi
$370K -$79.4K -1,361 -19%
S
1267
Sachetta
Massachusetts
$369K +$51.4K +881 +18%
LA
1268
LexAurum Advisors
Kansas
$367K +$583 +10 +0.2%
WIA
1269
Westbourne Investment Advisors
Maryland
$365K – – –
RSWM
1270
Robertson Stephens Wealth Management
California
$363K -$504K -8,641 -60%
CTFG
1271
Capstone Triton Financial Group
Oklahoma
$363K -$58 -1 -0%
VHAM
1272
Van Hulzen Asset Management
California
$361K -$28.9K -495 -8%
SHFP
1273
Second Half Financial Partners
Florida
$359K +$333K +5,712 New
WKSWA
1274
White Knight Strategic Wealth Advisors
New Jersey
$359K +$124K +2,132 +60%
SIC
1275
SFE Investment Counsel
California
$358K -$551K -9,439 -62%
49 50
51
52 53