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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2651
Brio Consultants
California
$240K – – –
PA
2652
Parkside Advisors
California
$240K – – –
AI
2653
ArchPoint Investors
Florida
$240K +$10.5K +75 +5%
DE
2654
Day & Ennis
Georgia
$239K -$100K -720 -30%
SIC
2655
Schwartz Investment Counsel
Michigan
$239K – – –
CCP
2656
Cardan Capital Partners
Colorado
$238K +$10.7K +77 +5%
JHP
2657
James Hambro & Partners
United Kingdom
$237K -$13.3K -95 -5%
TB
2658
Terril Brothers
Missouri
$237K -$4.75K -34 -2%
ACM
2659
Armbruster Capital Management
New York
$237K -$1.4K -10 -0.6%
AP
2660
Adero Partners
California
$237K +$229K +1,642 New
CAL
2661
Capital Advisors Ltd
Ohio
$235K -$10.3K -74 -4%
AWM
2662
Aevitas Wealth Management
Massachusetts
$234K -$25.8K -185 -10%
SWM
2663
Shakespeare Wealth Management
Wisconsin
$234K – – –
SL
2664
Savior LLC
Massachusetts
$234K +$226K +1,616 New
PWS
2665
Private Wealth Strategies
Ohio
$233K +$225K +1,613 New
IWP
2666
Icon Wealth Partners
Texas
$232K -$1.53K -11 -0.7%
NQWM
2667
Northwest Quadrant Wealth Management
Oregon
$232K – – –
RCA
2668
Reitz Capital Advisors
Michigan
$232K +$224K +1,605 New
LFG
2669
LifePlan Financial Group
Ohio
$231K – – –
JI
2670
Jeereddi Investments
California
$231K +$223K +1,600 New
HFA
2671
Hoover Financial Advisors
Pennsylvania
$230K +$3.49K +25 +2%
JWM
2672
Jackson Wealth Management
Florida
$230K +$230K +1,651 New
CAM
2673
Claret Asset Management
Quebec, Canada
$229K -$16.3K -117 -7%
MM
2674
Meridian Management
Arkansas
$229K – – –
RWRC
2675
R.W. Roge & Company
New York
$229K +$219K +1,571 New
105 106
107
108 109