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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2201
SMH Capital Advisors
Texas
$215K +$215K +2,406 New
SC
2202
Steph & Co
Wisconsin
$214K -$59K -659 -22%
MAG
2203
Mayfair Advisory Group
Alabama
$214K +$214K +2,395 New
HCIA
2204
Hochman Cole Investment Advisors
Illinois
$213K +$214K +2,390 New
LA
2205
LVW Advisors
New York
$213K +$214K +2,390 New
VBFG
2206
Vishria Bird Financial Group
Tennessee
$211K -$3.48M -38,906 -94%
STA
2207
Summit Trail Advisors
New York
$210K -$344K -3,838 -62%
SGK
2208
Steigerwald Gordon & Koch
Virginia
$210K +$211K +2,352 New
IAP
2209
Indie Asset Partners
Indiana
$209K +$209K +2,331 New
NCM
2210
Northwest Capital Management
Oregon
$208K -$145K -1,618 -41%
AA
2211
Auxano Advisors
Washington
$208K +$209K +2,329 New
HFP
2212
Holistic Financial Partners
Indiana
$205K -$51.9K -580 -20%
FC
2213
Ferris Capital
Massachusetts
$205K +$206K +2,301 New
GCA
2214
Gradient Capital Advisors
California
$204K +$204K +2,283 New
PAIM
2215
Punch & Associates Investment Management
Minnesota
$204K +$204K +2,284 New
WG
2216
Watchman Group
Texas
$204K +$205K +2,290 New
5L
2217
55I LLC
Massachusetts
$203K +$204K +2,275 New
OFS
2218
OneAscent Financial Services
Alabama
$202K +$203K +2,269 New
BWM
2219
Baystate Wealth Management
Massachusetts
$201K -$2.15K -24 -1%
LSC
2220
Lesa Sroufe & Co
Washington
$201K +$202K +2,255 New
RMC
2221
Regis Management Company
California
$200K +$201K +2,245 New
WTFG
2222
Wells Trecaso Financial Group
Ohio
$196K +$197K +2,197 New
LB
2223
Legacy Bridge
Iowa
$195K -$19.2K -214 -9%
SL
2224
Savior LLC
Massachusetts
$194K +$1.97K +22 +1%
AWA
2225
Arkadios Wealth Advisors
Georgia
$194K +$17.4K +194 +10%
87 88
89
90 91