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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2276
West Branch Capital
Massachusetts
$260K +$242K +2,481 New
SC
2277
Steph & Co
Wisconsin
$259K +$51.9K +532 +27%
KP
2278
Keel Point
Alabama
$259K +$241K +2,473 New
ACM
2279
Armbruster Capital Management
New York
$258K +$4.1K +42 +2%
DWP
2280
Destiny Wealth Partners
Florida
$258K +$4.79K +49 +2%
TCOK
2281
Trust Company of Kansas
Kansas
$258K +$240K +2,458 New
MA
2282
MJP Associates
Connecticut
$258K +$241K +2,467 New
KOC
2283
Koss-Olinger Consulting
Florida
$257K +$240K +2,457 New
BEAM
2284
Baker Ellis Asset Management
Washington
$256K +$238K +2,440 New
PS
2285
Planned Solutions
California
$255K -$12.4K -127 -5%
NG
2286
NWK Group
California
$255K – – –
SWM
2287
Selective Wealth Management
Virginia
$255K +$225K +2,300 +1,691%
AWMG
2288
Alliance Wealth Management Group
New Jersey
$254K -$2.25K -23 -0.9%
TCM
2289
Towercrest Capital Management
Pennsylvania
$254K -$2.25K -23 -0.9%
EDRIA
2290
Edmonds Duncan Registered Investment Advisors
Kansas
$254K – – –
KM
2291
Kalos Management
Georgia
$254K +$234K +2,398 New
NFG
2292
Nadler Financial Group
Illinois
$254K +$237K +2,423 New
AIFAIM
2293
American Institute for Advanced Investment Management
Arizona
$253K – – –
BWM
2294
Baystate Wealth Management
Massachusetts
$253K +$47K +481 +25%
CCA
2295
Cadent Capital Advisors
Oklahoma
$252K +$2.25K +23 +1%
SFG
2296
Sunburst Financial Group
Alabama
$250K -$2.44K -25 -1%
VBFG
2297
Vishria Bird Financial Group
Tennessee
$248K +$231K +2,364 New
PFA
2298
Pure Financial Advisors
California
$248K +$231K +2,369 New
LWP
2299
Lumature Wealth Partners
Georgia
$246K -$108K -1,106 -32%
NCM
2300
Noesis Capital Mangement
Florida
$245K +$228K +2,334 New
90 91
92
93 94