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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
2126
Highland Private Wealth Management
Washington
$764K +$18.9K +132 +3%
BA
2127
Ballast Advisors
Minnesota
$763K -$28K -195 -4%
VI
2128
Versor Investments
New York
$762K -$366K -2,552 -35%
PA
2129
PSI Advisors
Florida
$762K -$101K -704 -13%
MA
2130
MKT Advisors
California
$762K -$13.6K -95 -2%
FBFS
2131
First Business Financial Services
Wisconsin
$762K +$21.9K +153 +3%
FEG
2132
Fund Evaluation Group
Ohio
$761K +$670K +4,675 New
APG
2133
Abacus Planning Group
South Carolina
$760K -$40.7K -284 -6%
EIP
2134
Ellis Investment Partners
Pennsylvania
$758K -$16.9K -118 -2%
GA
2135
Greenspring Advisors
Maryland
$758K – – –
JGIA
2136
Jackson Grant Investment Advisers
Connecticut
$758K +$1.15K +8 +0.2%
PCM
2137
Perritt Capital Management
Illinois
$757K -$27.7K -193 -4%
SWIM
2138
Smallwood Wealth Investment Management
New Jersey
$757K -$8.89K -62 -1%
WI
2139
Wedgewood Investors
Pennsylvania
$757K – – –
GAM
2140
Gemmer Asset Management
California
$755K -$3.44K -24 -0.5%
RPWA
2141
Regent Peak Wealth Advisors
Georgia
$753K +$28.1K +196 +4%
W
2142
Wealthquest
Ohio
$752K – – –
SA
2143
Shilanski & Associates
Alaska
$751K -$162K -1,128 -20%
OWA
2144
Octavia Wealth Advisors
Ohio
$751K -$132K -921 -17%
AA
2145
Addison Advisors
Vermont
$749K +$96.4K +672 +17%
ACP
2146
Aviance Capital Partners
Florida
$748K -$52.9K -369 -7%
CCA
2147
Cottonwood Capital Advisors
Utah
$747K -$22.9K -160 -3%
PP
2148
PDS Planning
Ohio
$744K +$59.8K +417 +10%
CAM
2149
Cozad Asset Management
Illinois
$743K +$270K +1,881 +70%
KCPG
2150
Kavar Capital Partners Group
Kansas
$742K -$17.8K -124 -3%
84 85
86
87 88