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Name Holding Trade Value Shares
Change 		Change in
Stake
P
2076
&Partners
Tennessee
$223K -$23.9K -259 -11%
PGAM
2077
Princeton Global Asset Management
New Jersey
$222K – – –
CA
2078
Centerpoint Advisors
Massachusetts
$221K – – –
PWM
2079
PBMares Wealth Management
Virginia
$221K +$198K +2,140 New
MGAM
2080
McGowan Group Asset Management
Texas
$221K +$198K +2,143 New
GPWA
2081
Great Point Wealth Advisors
Massachusetts
$220K +$197K +2,136 New
JFA
2082
Johanson Financial Advisors
California
$220K +$197K +2,137 New
TF
2083
Tompkins Financial
New York
$218K -$3.7K -40 -2%
RCM
2084
RB Capital Management
Nevada
$218K +$195K +2,108 New
AL
2085
Aspiriant LLC
California
$218K +$195K +2,109 New
PSP
2086
Principal Street Partners
Tennessee
$218K +$195K +2,112 New
BFA
2087
Beacon Financial Advisory
Ohio
$218K +$196K +2,117 New
TIA
2088
Traphagen Investment Advisors
New Jersey
$218K +$195K +2,111 New
CASB
2089
Cape Ann Savings Bank
Massachusetts
$217K +$195K +2,105 New
S
2090
swisspartners
Liechtenstein
$216K +$191K +2,065 New
DP
2091
Denver PWM
Colorado
$215K +$191K +2,064 New
AIM
2092
Allen Investment Management
New York
$215K +$192K +2,082 New
MCA
2093
Magnolia Capital Advisors
Mississippi
$215K +$193K +2,088 New
QCM
2094
Quest Capital Management
Texas
$214K -$28.7K -311 -13%
CFO
2095
CVA Family Office
Colorado
$214K +$150K +1,620 +354%
SHWM
2096
Smith & Howard Wealth Management
Georgia
$214K +$192K +2,074 New
LL
2097
LPWM LLC
Minnesota
$214K +$192K +2,075 New
MSCM
2098
McElhenny Sheffield Capital Management
Texas
$213K -$69.1K -748 -27%
CWP
2099
CFM Wealth Partners
Texas
$213K +$189K +2,042 New
FBFS
2100
First Business Financial Services
Wisconsin
$213K +$190K +2,060 New
82 83
84
85 86