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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2301
Smith & Howard Wealth Management
Georgia
$252K +$248K +2,485 New
BWM
2302
Baystate Wealth Management
Massachusetts
$251K -$37.8K -379 -13%
MA
2303
MJP Associates
Connecticut
$251K +$1.2K +12 +0.5%
P
2304
Paradiem
Louisiana
$250K – – –
CCA
2305
Cadent Capital Advisors
Oklahoma
$250K +$399 +4 +0.2%
KCM
2306
Karp Capital Management
California
$250K +$36.4K +365 +17%
AWMG
2307
Alliance Wealth Management Group
New Jersey
$249K – – –
ACM
2308
Armbruster Capital Management
New York
$249K – – –
KOC
2309
Koss-Olinger Consulting
Florida
$249K – – –
TCM
2310
Towercrest Capital Management
Pennsylvania
$249K – – –
FFG
2311
Frisch Financial Group
New York
$249K +$13K +130 +6%
KW
2312
KWB Wealth
California
$249K +$50.4K +505 +26%
CIC
2313
Cornercap Investment Counsel
Georgia
$247K -$119K -1,196 -33%
EDRIA
2314
Edmonds Duncan Registered Investment Advisors
Kansas
$246K – – –
FC
2315
Fusion Capital
South Carolina
$246K +$1.4K +14 +0.6%
DWP
2316
Destiny Wealth Partners
Florida
$245K -$104K -1,045 -30%
NCM
2317
Northwest Capital Management
Oregon
$245K -$4.29K -43 -2%
PFA
2318
Paradigm Financial Advisors
Missouri
$244K -$62.7K -629 -21%
AC
2319
Applied Capital
Arkansas
$244K – – –
SIS
2320
Sound Income Strategies
Florida
$244K +$73.1K +733 +44%
BA
2321
Bridgewater Advisors
New York
$243K -$399 -4 -0.2%
TFGT
2322
TS Financial Group (TSFG)
Illinois
$243K +$499 +5 +0.2%
TW
2323
Towerpoint Wealth
California
$243K +$37.8K +379 +19%
SNBOSCI
2324
Security National Bank of Sioux City Iowa
Iowa
$241K +$236K +2,371 New
MC
2325
Matisse Capital
Oregon
$240K -$5.88K -59 -2%
91 92
93
94 95