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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Samara Investment Management
Oregon
$130K +$149K +11,290 New
CPW
1252
Crestmont Private Wealth
Texas
$130K -$198 -15 -0.1%
WWC
1253
Waypoint Wealth Counsel
Georgia
$130K -$11K -834 -7%
FOA
1254
Five Oceans Advisors
California
$130K -$500 -38 -0.3%
WSFS
1255
Wilmington Savings Fund Society
Delaware
$129K +$6.31K +479 +4%
SCP
1256
Sivia Capital Partners
California
$129K +$147K +11,142 New
PL
1257
Parthenon LLC
Kentucky
$128K – – –
ABC
1258
Associated Banc-Corp
Wisconsin
$128K +$146K +11,113 New
GCM
1259
Gables Capital Management
Florida
$128K – – –
AP
1260
Anchyra Partners
Georgia
$128K +$698 +53 +0.5%
BWP
1261
Balboa Wealth Partners
Arizona
$128K +$146K +11,090 New
NSIM
1262
North Star Investment Management
Illinois
$127K +$31.5K +2,395 +28%
SWP
1263
Semus Wealth Partners
Florida
$127K +$145K +11,045 New
BCP
1264
Berkeley Capital Partners
Georgia
$127K +$3.53K +268 +2%
FFG
1265
Fortem Financial Group
California
$127K +$382 +29 +0.3%
FWA
1266
FSM Wealth Advisors
Ohio
$126K -$26 -2 -0%
OL
1267
OneFund LLC
Florida
$126K -$6.64K -504 -4%
TWM
1268
Triton Wealth Management
Arizona
$125K +$7.72K +586 +6%
PPW
1269
Parcion Private Wealth
Washington
$125K -$82.6K -6,271 -37%
PTP
1270
Platform Technology Partners
New York
$124K +$142K +10,770 New
WPW
1271
Winthrop Partners - WNY
New York
$124K – – –
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$124K -$3.69K -280 -3%
CFG
1273
Carter Financial Group
Illinois
$123K +$141K +10,690 New
AFG
1274
Allegheny Financial Group
Pennsylvania
$123K +$4.17K +317 +3%
PMG
1275
ProVise Management Group
Florida
$123K +$3.13K +238 +2%
49 50
51
52 53