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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
2551
Seven Post Investment Office
California
$261K – – –
AFP
2552
Alpha Financial Partners
Kentucky
$260K – – –
DAM
2553
Derbend Asset Management
Georgia
$259K +$6.44K +68 +2%
WWM
2554
WJ Wealth Management
Arizona
$259K +$275K +2,900 New
AWM
2555
Avaii Wealth Management
Wisconsin
$259K -$122K -1,291 -31%
BFA
2556
Benedict Financial Advisors
Georgia
$258K -$5.4K -57 -2%
FIA
2557
FNY Investment Advisers
New York
$258K -$381K -4,025 -58%
PTC
2558
Philadelphia Trust Company
Pennsylvania
$258K -$182K -1,921 -40%
CWP
2559
Concord Wealth Partners
Virginia
$258K +$9.66K +102 +4%
PFA
2560
Pathway Financial Advisors
Vermont
$257K – – –
HL
2561
HeadInvest LLC
Maine
$257K -$112K -1,187 -29%
LWM
2562
Lodestone Wealth Management
Washington
$257K -$947 -10 -0.3%
AWM
2563
Accurate Wealth Management
Florida
$257K -$97.8K -1,032 -26%
MC
2564
Miramar Capital
Illinois
$257K -$15.7K -166 -5%
PAM
2565
Peninsula Asset Management
Florida
$257K – – –
TCM
2566
Tradewinds Capital Management
Washington
$257K -$6.16K -65 -2%
RPA
2567
Rock Point Advisors
Vermont
$256K +$3.79K +40 +1%
MPM
2568
Meritage Portfolio Management
Kansas
$256K -$2.84K -30 -1%
SIM
2569
SSI Investment Management
California
$256K -$46.5K -491 -15%
AGC
2570
Aspen Grove Capital
Colorado
$255K +$72.2K +762 +36%
NWA
2571
Navis Wealth Advisors
New York
$255K +$28.4K +300 +12%
CFGSD
2572
Compass Financial Group (South Dakota)
South Dakota
$254K – – –
SFB
2573
STAR Financial Bank
Indiana
$254K +$7.86K +83 +3%
NL
2574
NKCFO LLC
Illinois
$254K – – –
MSWM
2575
McGlone Suttner Wealth Management
Wisconsin
$254K +$474 +5 +0.2%
101 102
103
104 105