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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2826
Brasada Capital Management
Texas
$272K -$594K -3,330 -67%
AIA
2827
AIMZ Investment Advisors
California
$272K – – –
BMD
2828
Better Money Decisions
New Mexico
$271K – – –
BLAM
2829
Bourne Lent Asset Management
New York
$271K – – –
SWM
2830
Shakespeare Wealth Management
Wisconsin
$270K +$6.06K +34 +2%
BDF
2831
Black Diamond Financial
Maryland
$268K -$3.74K -21 -1%
VV
2832
Verity & Verity
South Carolina
$267K -$39.2K -220 -12%
HPWM
2833
High Pines Wealth Management
Massachusetts
$266K +$280K +1,572 New
KPWG
2834
KFA Private Wealth Group
Virginia
$265K -$11.1K -62 -4%
BWA
2835
Beam Wealth Advisors
Louisiana
$264K +$20.7K +116 +8%
HFA
2836
High Falls Advisors
New York
$263K – – –
HFAS
2837
Hummer Financial Advisory Services
Illinois
$263K – – –
CB
2838
Cadence Bank
Mississippi
$263K +$40.1K +225 +17%
WCM
2839
Washburn Capital Management
Florida
$261K -$15.2K -85 -5%
TWP
2840
TFO Wealth Partners
Ohio
$261K +$204K +1,145 +286%
WFA
2841
WestHill Financial Advisors
California
$261K +$275K +1,541 New
RWRC
2842
R.W. Roge & Company
New York
$260K – – –
JWM
2843
Janiczek Wealth Management
Colorado
$260K +$42.6K +239 +18%
NL
2844
Navalign LLC
California
$259K -$3.03K -17 -1%
GPA
2845
Guidance Point Advisors
Massachusetts
$259K – – –
BWCS
2846
Beirne Wealth Consulting Services
Connecticut
$258K – – –
DWP
2847
Destiny Wealth Partners
Florida
$257K -$17.3K -97 -6%
YMRC
2848
Yorktown Management & Research Company
Virginia
$257K – – –
ACM
2849
Antonetti Capital Management
Florida
$257K +$270K +1,517 New
GCA
2850
Genesee Capital Advisors
New York
$257K +$271K +1,518 New
112 113
114
115 116