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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1326
Scholtz & Company
Connecticut
$357K +$325K +3,508 New
FCP
1327
Fidelis Capital Partners
Florida
$356K +$37.4K +404 +13%
PCP
1328
Proficio Capital Partners
Massachusetts
$355K +$6.21K +67 +2%
APP
1329
Avantax Planning Partners
Iowa
$355K -$3.61K -39 -1%
IIM
1330
Ironwood Investment Management
Massachusetts
$355K – – –
EP
1331
Edgestream Partners
New Jersey
$354K -$61.1K -659 -16%
AC
1332
Apella Capital
Connecticut
$354K -$6.86K -74 -2%
KCFA
1333
Key Client Fiduciary Advisors
New Jersey
$354K -$8.89K -96 -3%
BWM
1334
BKM Wealth Management
Wisconsin
$351K +$319K +3,444 New
CIS
1335
Custom Index Systems
New York
$350K +$319K +3,441 New
TCOT
1336
Trust Company of Toledo
Ohio
$349K -$46.6K -503 -13%
VP
1337
Verum Partners
North Carolina
$349K -$45.4K -490 -13%
PWC
1338
PYA Waltman Capital
Tennessee
$348K – – –
PP
1339
PFS Partners
New Jersey
$348K – – –
HIIFS
1340
Harel Insurance Investments & Financial Services
Israel
$347K -$192K -2,072 -38%
AWM
1341
Aberdeen Wealth Management
Illinois
$347K -$3.61K -39 -1%
RIM
1342
Rakuten Investment Management
Japan
$345K +$313K +3,373 New
PFA
1343
Pure Financial Advisors
California
$345K +$68.8K +743 +28%
CCA
1344
Childress Capital Advisors
Texas
$345K +$20.7K +223 +7%
LFA
1345
Lauterbach Financial Advisors
Texas
$344K +$8.62K +93 +3%
WA
1346
Wealth Alliance
New York
$344K -$38.4K -415 -11%
AF
1347
Arrow Financial
New York
$344K -$69.6K -751 -18%
SWMP
1348
Signature Wealth Management Partners
New Jersey
$342K -$10K -108 -3%
SBCM
1349
Silverberg Bernstein Capital Management
New York
$342K +$311K +3,359 New
LDB
1350
Lee, Danner & Bass
Tennessee
$342K – – –
52 53
54
55 56