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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3026
Tiedemann Advisors
New York
$274K +$16.8K +55 +7%
SFS
3027
Strategic Financial Services
New York
$274K -$31.1K -102 -11%
HPWM
3028
High Pines Wealth Management
Massachusetts
$274K – – –
CNWM
3029
Clay Northam Wealth Management
California
$273K – – –
SFG
3030
Sterling Financial Group
California
$273K +$263K +864 New
AFGAS
3031
Allegiance Financial Group Advisory Services
Virginia
$273K +$263K +863 New
WCM
3032
Wallace Capital Management
Texas
$272K -$44.8K -147 -15%
SAM
3033
Synergy Asset Management
Washington
$272K +$9.14K +30 +4%
IAP
3034
Indie Asset Partners
Indiana
$271K – – –
EBSAM
3035
Eubel Brady & Suttman Asset Management
Ohio
$271K – – –
AWM
3036
Avaii Wealth Management
Wisconsin
$271K +$35.6K +117 +16%
6F
3037
626 Financial
Michigan
$270K – – –
SC
3038
Stephens Consulting
Michigan
$270K -$38.7K -127 -13%
PTC
3039
Petrus Trust Company
Texas
$270K +$261K +856 New
IWA
3040
Inspirion Wealth Advisors
Illinois
$269K – – –
RPSA
3041
Richard P. Slaughter Associates
Texas
$269K +$10.7K +35 +4%
WW
3042
Waterfront Wealth
Kansas
$269K +$4.26K +14 +2%
CCM
3043
Colorado Capital Management
Colorado
$268K +$8.22K +27 +3%
KBFS
3044
Kohmann Bosshard Financial Services
Ohio
$268K +$258K +848 New
AWM
3045
Avondale Wealth Management
Texas
$268K – – –
PSF
3046
Pacific Sun Financial
California
$267K -$31.4K -103 -11%
CCM
3047
Crew Capital Management
Ohio
$267K – – –
CFSG
3048
Clark Financial Services Group
Missouri
$267K +$11.9K +39 +5%
HKIMG
3049
Hutchens & Kramer Investment Management Group
Indiana
$267K -$45.4K -149 -15%
RW
3050
RVW Wealth
California
$267K +$10.4K +34 +4%
120 121
122
123 124