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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3001
BCGM Wealth Management
Indiana
$252K +$1.22K +7 +0.5%
WFAG
3002
Wescott Financial Advisory Group
Pennsylvania
$252K +$245K +1,404 New
HPM
3003
Hoxton Planning & Management
West Virginia
$252K +$245K +1,403 New
GSAM
3004
Grant Street Asset Management
Pennsylvania
$251K – – –
SIAM
3005
Sterling Investment Advisors (Missouri)
Missouri
$251K – – –
TA
3006
TFB Advisors
Kansas
$251K +$244K +1,400 New
MIAS
3007
Mason Investment Advisory Services
Virginia
$250K +$243K +1,395 New
PWM
3008
Prentice Wealth Management
New York
$250K +$243K +1,394 New
CWA
3009
Canvas Wealth Advisors
Kansas
$250K +$246K +1,408 New
CPC
3010
Congress Park Capital
New York
$249K -$39.3K -225 -14%
OPWM
3011
Oakwell Private Wealth Management
Texas
$248K -$3.14K -18 -1%
BAG
3012
Briggs Advisory Group
Rhode Island
$248K +$241K +1,379 New
MWM
3013
MorganRosel Wealth Management
Colorado
$248K +$241K +1,379 New
BCG
3014
Breakwater Capital Group
New Jersey
$247K +$240K +1,378 New
QCIG
3015
Quad-Cities Investment Group
Iowa
$247K -$58.5K -335 -20%
CC
3016
Constitution Capital
Connecticut
$247K +$240K +1,376 New
PCA
3017
Pallas Capital Advisors
Massachusetts
$247K +$6.98K +40 +3%
AA
3018
ACT Advisors
North Carolina
$247K -$17.6K -101 -7%
EWM
3019
Evergreen Wealth Management
Michigan
$246K +$239K +1,371 New
AWM
3020
Aprio Wealth Management
Georgia
$245K +$239K +1,367 New
ACP
3021
Arcus Capital Partners
Georgia
$245K -$16.8K -96 -7%
RIP
3022
RAM Investment Partners
Washington
$245K +$238K +1,365 New
CMI
3023
Clare Market Investments
Texas
$245K -$229K -1,310 -49%
TIA
3024
Tandem Investment Advisors
South Carolina
$245K +$238K +1,363 New
CCA
3025
Column Capital Advisors
Indiana
$245K +$41.4K +237 +21%
119 120
121
122 123