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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3076
Pin Oak Investment Advisors
Texas
$255K +$8.83K +29 +4%
PWMG
3077
Pioneer Wealth Management Group
Texas
$255K +$246K +807 New
SA
3078
Scarborough Advisors
Maryland
$255K -$2.74K -9 -1%
BSAM
3079
Blue Square Asset Management
New York
$254K -$103K -339 -30%
SA
3080
Syntax Advisors
New York
$254K -$31.4K -103 -11%
VCG
3081
Vantage Consulting Group
Virginia
$254K -$31.4K -103 -11%
NRW
3082
Nova R Wealth
Kansas
$254K -$25K -82 -9%
TFGT
3083
TS Financial Group (TSFG)
Illinois
$253K – – –
ELI
3084
Empire Life Investments
Ontario, Canada
$253K +$30.5K +100 +14%
FWM
3085
Focused Wealth Management
New York
$253K +$1.22K +4 +0.5%
PC
3086
Permanens Capital
New York
$253K – – –
IWP
3087
Innova Wealth Partners
Pennsylvania
$251K – – –
CVM
3088
Cheviot Value Management
California
$250K – – –
AWS
3089
AJ Wealth Strategies
New York
$250K +$305 +1 +0.1%
CAMV
3090
Concord Asset Management (Virginia)
Virginia
$250K +$241K +791 New
FC
3091
FORA Capital
Florida
$250K +$241K +791 New
AA
3092
Alesco Advisors
New York
$249K +$1.83K +6 +0.8%
ARG
3093
Advisory Resource Group
Oklahoma
$249K +$240K +789 New
MAWA
3094
Moss Adams Wealth Advisors
Washington
$249K +$240K +789 New
PCMM
3095
Piedmont Capital Management (Montana)
Montana
$249K – – –
PCM
3096
Pointe Capital Management
Michigan
$248K -$56.1K -184 -19%
BWA
3097
BlueSky Wealth Advisors
North Carolina
$248K +$3.66K +12 +2%
CP
3098
Capital Planning
Washington
$247K – – –
CWA
3099
Clearview Wealth Advisors
Oregon
$246K -$1.22K -4 -0.5%
WIP
3100
WealthCare Investment Partners
Rhode Island
$246K -$1.22K -4 -0.5%
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