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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2501
Janiczek Wealth Management
Colorado
$388K +$92.2K +558 +31%
ACM
2502
Ashford Capital Management
Delaware
$387K – – –
WWMSC
2503
Wagner Wealth Management (South Carolina)
South Carolina
$387K +$37.9K +229 +9%
HCC
2504
Hirtle Callaghan & Co
Pennsylvania
$387K +$130K +789 +42%
SC
2505
Solstein Capital
California
$386K +$21.5K +130 +5%
KW
2506
KWB Wealth
California
$385K – – –
ESCM
2507
Echo Street Capital Management
New York
$384K -$1.16M -7,005 -73%
TFCP
2508
Twin Focus Capital Partners
Massachusetts
$384K -$17.9K -108 -4%
PCM
2509
Princeton Capital Management
New Jersey
$384K -$10.7K -65 -2%
ER
2510
Enlightenment Research
Florida
$384K +$439K +2,655 New
PFC
2511
Phocas Financial Corp
California
$383K -$19.8K -120 -4%
FI
2512
Financial Insights
Washington
$383K -$8.27K -50 -2%
SG
2513
Swarthmore Group
Pennsylvania
$382K -$5.07M -30,697 -92%
RFN
2514
Redwood Financial Network
Ohio
$382K +$25.1K +152 +6%
FW
2515
FirstPurpose Wealth
Utah
$381K -$827 -5 -0.2%
PS
2516
Planned Solutions
California
$381K +$165 +1 +0%
SCM
2517
Silvant Capital Management
Georgia
$379K – – –
DDC
2518
DF Dent & Co
Maryland
$379K +$4.13K +25 +1%
TF
2519
Trek Financial
Arizona
$377K -$18.5K -112 -4%
FSC
2520
Full Sail Capital
Oklahoma
$377K +$661 +4 +0.2%
RB
2521
Renasant Bank
Mississippi
$376K -$456K -2,760 -51%
MIA
2522
MMBG Investment Advisors
Florida
$376K – – –
PCM
2523
Pointe Capital Management
Michigan
$376K – – –
BC
2524
Bowman & Company
Wisconsin
$376K +$165 +1 +0%
HFS
2525
Howard Financial Services
Texas
$376K +$41.7K +252 +11%
99 100
101
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