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Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
3401
White Knight Strategic Wealth Advisors
New Jersey
$335K +$79.1K +425 +27%
SAS
3402
Spurstone Advisory Services
Connecticut
$335K – – –
CIS
3403
Custom Index Systems
New York
$335K -$15.4K -83 -4%
WA
3404
WPG Advisers
Maryland
$334K +$74.3K +399 +25%
CMAI
3405
Capital Management Associates Inc
Minnesota
$333K -$36.5K -196 -9%
LWA
3406
Legacy Wealth Advisors
Florida
$333K +$1.86K +10 +0.5%
LA
3407
Lakeside Advisors
Washington
$332K +$186 +1 +0%
HFO
3408
Heritage Family Offices
Arizona
$332K -$84.5K -454 -18%
PEWA
3409
Pacific Excel Wealth Advisors
California
$332K -$2.12M -11,406 -85%
AAP
3410
Aristotle Atlantic Partners
Florida
$332K – – –
SC
3411
Slow Capital
California
$332K – – –
BW
3412
Blalock Williams
Alabama
$331K +$6.14K +33 +2%
EWM
3413
Endowment Wealth Management
Wisconsin
$331K -$12.7K -68 -3%
AWM
3414
Austin Wealth Management
Texas
$331K +$39.3K +211 +14%
GWM
3415
Goldenstone Wealth Management
California
$331K +$35.4K +190 +11%
MAM
3416
MMA Asset Management
Pennsylvania
$331K +$6.7K +36 +2%
PCM
3417
Polymer Capital Management
New York
$330K -$242K -1,302 -40%
BWM
3418
Brown Wealth Management
Illinois
$330K +$15.1K +81 +4%
HA
3419
Hofer & Associates
California
$330K -$1.86K -10 -0.5%
APW
3420
Allied Private Wealth
Florida
$329K +$348K +1,872 New
GC
3421
Garde Capital
Washington
$329K -$19.9K -107 -5%
FIC
3422
Family Investment Center
Missouri
$328K -$13.4K -72 -4%
LFS
3423
Legacy Financial Strategies
Kansas
$328K -$5.03K -27 -1%
HFS
3424
Hopwood Financial Services
Virginia
$328K – – –
VWM
3425
Vermillion Wealth Management
Minnesota
$328K -$125K -674 -25%
135 136
137
138 139