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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2126
MBL Wealth
North Carolina
$247K – – –
RFP
2127
Root Financial Partners
California
$246K +$242K +1,230 New
TWM
2128
Topsail Wealth Management
North Carolina
$246K +$242K +1,229 New
FWP
2129
Firethorn Wealth Partners
Georgia
$245K +$241K +1,225 New
WSWA
2130
Warren Street Wealth Advisors
California
$245K +$241K +1,225 New
HIM
2131
Hanlon Investment Management
New Jersey
$245K -$101K -514 -30%
FCA
2132
FLC Capital Advisors
California
$244K – – –
BIAS
2133
Beacon Investment Advisory Services
New Jersey
$244K +$240K +1,219 New
MWA
2134
Motive Wealth Advisors
Michigan
$244K -$24.4K -124 -9%
ITIM
2135
Indiana Trust & Investment Management
Indiana
$244K – – –
AIM
2136
Acropolis Investment Management
Missouri
$244K +$1.77K +9 +0.7%
CW
2137
Code Waechter
Florida
$243K -$27.7K -141 -10%
PCA
2138
Purkiss Capital Advisors
Connecticut
$243K +$238K +1,212 New
SFG
2139
Sather Financial Group
Texas
$242K +$237K +1,207 New
BWA
2140
Bordeaux Wealth Advisors
California
$241K +$237K +1,205 New
CFG
2141
Certior Financial Group
Pennsylvania
$240K +$236K +1,200 New
HP
2142
Hilltop Partners
Indiana
$239K +$235K +1,195 New
CCG
2143
Cypress Capital Group
Florida
$239K +$235K +1,195 New
TWM
2144
TCFG Wealth Management
California
$239K -$19.7K -100 -8%
FBFS
2145
First Business Financial Services
Wisconsin
$239K +$235K +1,192 New
LMKC
2146
L.M. Kohn & Company
Ohio
$237K -$9.84K -50 -4%
BCM
2147
Boltwood Capital Management
California
$237K -$5.9K -30 -2%
SIM
2148
Stratos Investment Management
Ohio
$237K +$233K +1,184 New
POIA
2149
Pin Oak Investment Advisors
Texas
$237K – – –
ACM
2150
Aster Capital Management
United Arab Emirates
$237K +$225K +1,145 New
84 85
86
87 88