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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
4226
Clark Wealth Partners
Illinois
$40.7K +$5.11K +28 +17%
PP
4227
Paladin Partners
Wisconsin
$37.9K – – –
BHWM
4228
Bay Harbor Wealth Management
Maryland
$37.4K +$10K +55 +44%
PFO
4229
Pioneer Family Office
Florida
$37.2K – – –
RWPA
4230
Richard W. Paul & Associates
Michigan
$36.6K +$4.01K +22 +14%
RWS
4231
Retirement Wealth Solutions
Wisconsin
$35.7K +$14.2K +78 +82%
BDPWM
4232
Barnes Dennig Private Wealth Management
Ohio
$35.6K – – –
NL
4233
NorthAvenue LLC
Ohio
$35.6K +$31.4K +172 New
BCM
4234
Basso Capital Management
Connecticut
$35.2K -$1.64K -9 -5%
SC
4235
Swan Capital
Florida
$35K -$203K -1,113 -87%
PCM
4236
Penserra Capital Management
California
$34K – – –
PJC
4237
Phillip James Consulting
Minnesota
$34K +$2.19K +12 +8%
HAP
4238
Harbor Asset Planning
Massachusetts
$31.9K – – –
MCRM
4239
Midway Capital Research & Management
Illinois
$31K +$27.4K +150 New
SWA
4240
Strategic Wealth Advisors
Arizona
$30K -$13.7K -75 -34%
ACM
4241
Accent Capital Management
Ohio
$29.2K – – –
FG
4242
Fairman Group
Pennsylvania
$28.8K – – –
JAM
4243
JCIC Asset Management
Ontario, Canada
$28.3K – – –
MSG
4244
Main Street Group
Virginia
$28.2K +$24.8K +136 New
EF
4245
Entrust Financial
Pennsylvania
$27.7K -$912 -5 -4%
BMC
4246
Bear Mountain Capital
Washington
$27.1K – – –
CI
4247
Clal Insurance
Israel
$27K +$2.55K +14 +12%
CG
4248
Curat Global
New Hampshire
$25.9K – – –
UIC
4249
Uniplan Investment Counsel
Wisconsin
$25.3K +$22.2K +122 New
MCA
4250
Midwest Capital Advisors
Michigan
$24.8K +$21.9K +120 New
168 169
170
171 172