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Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
3126
ArrowMark Colorado Holdings
Colorado
$254K +$257K +1,700 New
DA
3127
Denali Advisors
California
$254K +$257K +1,700 New
SWM
3128
Sugarloaf Wealth Management
Georgia
$253K -$215K -1,422 -46%
SFA
3129
Seneca Financial Advisors
New York
$253K -$19.5K -129 -7%
BCIM
3130
Bishop & Co Investment Management
Pennsylvania
$253K +$257K +1,697 New
MF
3131
Montis Financial
Massachusetts
$253K -$16.6K -110 -6%
GC
3132
Garde Capital
Washington
$253K +$95.3K +630 +59%
LFA
3133
Longview Financial Advisors
Alabama
$253K +$256K +1,694 New
NFA
3134
Northwest Financial Advisors
Virginia
$252K +$256K +1,692 New
WCA
3135
Waypoint Capital Advisors
Minnesota
$252K +$55.7K +368 +28%
FCMC
3136
Founders Capital Management (Connecticut)
Connecticut
$251K +$26.5K +175 +12%
LOIP
3137
Live Oak Investment Partners
Texas
$250K – – –
DA
3138
Detalus Advisors
Missouri
$250K +$58.7K +388 +30%
BWG
3139
Balanced Wealth Group
Ohio
$250K +$253K +1,673 New
UW
3140
Unique Wealth
Florida
$249K +$15.3K +101 +6%
WFA
3141
Websterrogers Financial Advisors
South Carolina
$249K +$252K +1,668 New
LFP
3142
Lakeshore Financial Planning
Michigan
$249K -$55.7K -368 -18%
SWC
3143
Spectrum Wealth Counsel
Indiana
$249K +$252K +1,666 New
BI
3144
Ballast Inc
Kentucky
$248K -$48.1K -318 -16%
PM
3145
Penbrook Management
New York
$248K +$9.83K +65 +4%
IPWA
3146
International Private Wealth Advisors
California
$248K +$252K +1,664 New
LCM
3147
Liberty Capital Management
Michigan
$248K +$4.24K +28 +2%
PWP
3148
Perfromance Wealth Partners
Illinois
$248K +$10.3K +68 +4%
DP
3149
Divergent Planning
Maryland
$247K – – –
AA
3150
Aufman Associates
Pennsylvania
$247K -$7.11K -47 -3%
124 125
126
127 128