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Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
2426
Berkshire Money Management
Massachusetts
$265K +$263K +2,380 New
EE
2427
EWG Elevate
California
$263K -$371K -3,357 -59%
SDWMA
2428
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K – – –
CCA
2429
Column Capital Advisors
Indiana
$263K +$37.2K +337 +17%
PCMK
2430
Paragon Capital Management (Kansas)
Kansas
$262K +$5.63K +51 +2%
TB
2431
Terril Brothers
Missouri
$262K +$12.1K +110 +5%
OKSA
2432
O'Keefe Stevens Advisory
New York
$262K +$259K +2,350 New
BCM
2433
Breiter Capital Management
Florida
$261K -$17.2K -156 -6%
SRC
2434
Sage Rhino Capital
California
$261K -$4.31K -39 -2%
AC
2435
Avestar Capital
New York
$260K +$27.6K +250 +12%
PCS
2436
Personal CFO Solutions
New Jersey
$260K +$257K +2,329 New
AA
2437
Auxano Advisors
Washington
$260K +$257K +2,330 New
EI
2438
Ellevest Inc
New York
$259K -$94.2K -853 -27%
POIA
2439
Pin Oak Investment Advisors
Texas
$258K -$2.38M -21,575 -90%
FWM
2440
Focused Wealth Management
New York
$258K -$96.5K -874 -27%
ML
2441
McAdam LLC
Pennsylvania
$258K -$18.7K -169 -7%
SNBOSCI
2442
Security National Bank of Sioux City Iowa
Iowa
$256K – – –
MWM
2443
MorganRosel Wealth Management
Colorado
$255K -$497K -4,506 -66%
PAA
2444
Peregrine Asset Advisers
Oregon
$255K +$57.1K +517 +29%
IFAM
2445
Institutional & Family Asset Management
Colorado
$254K -$292K -2,648 -54%
HFP
2446
Holistic Financial Partners
Indiana
$254K +$252K +2,281 New
WBG
2447
Wharton Business Group
Pennsylvania
$253K -$1.1K -10 -0.4%
SAM
2448
S.A. Mason
Michigan
$252K – – –
PWC
2449
PYA Waltman Capital
Tennessee
$251K +$5.52K +50 +2%
XSC
2450
X-Square Capital
Puerto Rico
$251K +$248K +2,247 New
96 97
98
99 100