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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2201
Financial Insights
Washington
$216K +$420K +4,695 New
SCA
2202
SMH Capital Advisors
Texas
$215K +$215K +2,406 New
SC
2203
Steph & Co
Wisconsin
$214K -$59K -659 -22%
MAG
2204
Mayfair Advisory Group
Alabama
$214K +$214K +2,395 New
HCIA
2205
Hochman Cole Investment Advisors
Illinois
$213K +$214K +2,390 New
LA
2206
LVW Advisors
New York
$213K +$214K +2,390 New
VBFG
2207
Vishria Bird Financial Group
Tennessee
$211K -$3.48M -38,906 -94%
STA
2208
Summit Trail Advisors
New York
$210K -$344K -3,838 -62%
SGK
2209
Steigerwald Gordon & Koch
Virginia
$210K +$211K +2,352 New
IAP
2210
Indie Asset Partners
Indiana
$209K +$209K +2,331 New
NCM
2211
Northwest Capital Management
Oregon
$208K -$145K -1,618 -41%
AA
2212
Auxano Advisors
Washington
$208K +$209K +2,329 New
HFP
2213
Holistic Financial Partners
Indiana
$205K -$51.9K -580 -20%
FC
2214
Ferris Capital
Massachusetts
$205K +$206K +2,301 New
GCA
2215
Gradient Capital Advisors
California
$204K +$204K +2,283 New
PAIM
2216
Punch & Associates Investment Management
Minnesota
$204K +$204K +2,284 New
WG
2217
Watchman Group
Texas
$204K +$205K +2,290 New
5L
2218
55I LLC
Massachusetts
$203K +$204K +2,275 New
OFS
2219
OneAscent Financial Services
Alabama
$202K +$203K +2,269 New
BWM
2220
Baystate Wealth Management
Massachusetts
$201K -$2.15K -24 -1%
LSC
2221
Lesa Sroufe & Co
Washington
$201K +$202K +2,255 New
RMC
2222
Regis Management Company
California
$200K +$201K +2,245 New
WTFG
2223
Wells Trecaso Financial Group
Ohio
$196K +$197K +2,197 New
LB
2224
Legacy Bridge
Iowa
$195K -$19.2K -214 -9%
SL
2225
Savior LLC
Massachusetts
$194K +$1.97K +22 +1%
87 88
89
90 91