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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2676
Patron Partners
Texas
$429K +$204K +1,104 +90%
CCA
2677
Column Capital Advisors
Indiana
$428K +$4.61K +25 +1%
PAM
2678
Paradigm Asset Management
New York
$424K -$36.9K -200 -8%
HWA
2679
Hilltop Wealth Advisors
North Carolina
$424K -$111K -600 -21%
CA
2680
Capital Advantage
California
$424K +$21K +114 +5%
MWM
2681
Mascoma Wealth Management
New Hampshire
$423K -$36.9K -200 -8%
AP
2682
Adero Partners
California
$423K +$139K +755 +49%
AG
2683
Appleton Group
Wisconsin
$423K +$422K +2,290 New
SIA
2684
Sit Investment Associates
Minnesota
$421K – – –
BIP
2685
Blueprint Investment Partners
North Carolina
$421K +$420K +2,277 +113,850%
MCG
2686
MACRO Consulting Group
New Jersey
$420K +$55.5K +301 +15%
WBG
2687
Wharton Business Group
Pennsylvania
$419K -$12K -65 -3%
CCFM
2688
Clear Creek Financial Management
Washington
$418K -$3.27M -17,751 -89%
CST
2689
Charles Schwab Trust
Nevada
$418K -$24.7K -134 -6%
PWA
2690
Phoenix Wealth Advisors
North Carolina
$417K – – –
NA
2691
Nottingham Advisors
New York
$416K -$9.22K -50 -2%
KIG
2692
Kowal Investment Group
Wisconsin
$416K -$4.24K -23 -1%
PP
2693
Pegasus Partners
Wisconsin
$416K +$141K +765 +51%
PWC
2694
PYA Waltman Capital
Tennessee
$415K – – –
OPOWM
2695
One Plus One Wealth Management
Florida
$415K +$415K +2,249 New
RCM
2696
Ratan Capital Management
Florida
$415K +$415K +2,250 New
SFG
2697
StrategIQ Financial Group
Indiana
$414K +$2.03K +11 +0.5%
FCIM
2698
Fairview Capital Investment Management
California
$413K – – –
RC
2699
Rinet Company
Massachusetts
$413K +$413K +2,240 New
SB
2700
Strategic Blueprint
Georgia
$411K +$60.5K +328 +17%
106 107
108
109 110