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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2826
Blue Bell Private Wealth Management
Pennsylvania
$366K +$382K +2,363 New
SWM
2827
Selective Wealth Management
Virginia
$364K +$24.2K +150 +7%
C
2828
Covestor
United Kingdom
$364K +$380K +2,350 New
AP
2829
Adero Partners
California
$363K -$25K -155 -6%
OCM
2830
Osterweis Capital Management
California
$362K -$129K -799 -25%
UWM
2831
USAdvisors Wealth Management
Minnesota
$362K -$3.07K -19 -0.8%
GB
2832
Goepper Burkhardt
South Carolina
$360K – – –
FA
2833
Fortis Advisors
Pennsylvania
$360K +$28.3K +175 +8%
MGWM
2834
Marks Group Wealth Management
Minnesota
$360K +$50.7K +314 +16%
OKSA
2835
O'Keefe Stevens Advisory
New York
$359K – – –
FCM
2836
Fourpath Capital Management
Oklahoma
$359K +$375K +2,321 New
SWM
2837
SFG Wealth Management
Maryland
$359K +$375K +2,321 New
GC
2838
Gratus Capital
Georgia
$358K – – –
RWM
2839
Rockwood Wealth Management
Pennsylvania
$357K +$373K +2,307 New
PBF
2840
Petix & Botte Financial
California
$357K -$329K -2,039 -47%
LGA
2841
Lebenthal Global Advisors
New York
$356K -$13.6K -84 -4%
HWA
2842
Hilltop Wealth Advisors
North Carolina
$356K – – –
TI
2843
Truepoint Inc
Ohio
$355K +$165K +1,020 +80%
SIA
2844
Sit Investment Associates
Minnesota
$353K – – –
CIC
2845
Cutler Investment Counsel
Oregon
$353K +$13.7K +85 +4%
CWP
2846
Concord Wealth Partners
Virginia
$353K +$265K +1,642 +259%
KIA
2847
Kraematon Investment Advisors
Massachusetts
$353K +$368K +2,278 New
CSWM
2848
Cassady Schiller Wealth Management
Ohio
$353K +$368K +2,280 New
WBG
2849
Wharton Business Group
Pennsylvania
$352K +$367K +2,273 New
WCWM
2850
Willow Creek Wealth Management
California
$350K +$2.1K +13 +0.6%
112 113
114
115 116