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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1476
Volterra Technologies
New York
$224K +$204K +775 New
GRWP
1477
Green Ridge Wealth Planning
New Jersey
$224K +$203K +774 New
CFC
1478
Coyle Financial Counsel
Illinois
$223K +$202K +771 New
NP
1479
NorthRock Partners
Minnesota
$222K -$1.27M -4,848 -86%
EV
1480
EJMK Ventures
Illinois
$222K +$201K +767 New
BI
1481
BFI Infinity
Switzerland
$221K +$201K +765 New
RSWM
1482
Robertson Stephens Wealth Management
California
$221K +$199K +759 New
WFI
1483
West Family Investments
California
$219K -$128K -486 -39%
OIAM
1484
OFI Invest Asset Management
France
$218K +$82.5K +314 +55%
BFG
1485
Birch Financial Group
New Hampshire
$218K +$198K +755 New
KPWG
1486
KFA Private Wealth Group
Virginia
$218K +$198K +754 New
CA
1487
Cullinan Associates
Kentucky
$217K +$197K +750 New
CIC
1488
Carnegie Investment Counsel
Ohio
$215K +$196K +745 New
RSA
1489
River Street Advisors
Illinois
$215K +$195K +743 New
HFRG
1490
Houlihan Financial Resource Group
Virginia
$214K +$190K +725 New
AGC
1491
Aspen Grove Capital
Colorado
$213K +$193K +733 New
MWM
1492
Meridian Wealth Management
Kentucky
$213K -$31.5K -120 -14%
UBG
1493
United Bank (Georgia)
Georgia
$213K -$70.4K -268 -27%
LHP
1494
Lexington Hill Partners
Texas
$213K +$193K +736 New
JF
1495
JMN Financial
Ohio
$212K +$192K +732 New
GVCM
1496
Global View Capital Management
Wisconsin
$212K +$193K +733 New
QFA
1497
Quantum Financial Advisors
California
$211K +$192K +731 New
TPCM
1498
Templeton & Phillips Capital Management
Tennessee
$211K +$192K +731 New
WA
1499
WBH Advisory
Maryland
$211K +$191K +729 New
NFC
1500
Northstar Financial Companies
Pennsylvania
$210K -$42.8K -163 -18%
58 59
60
61 62