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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3226
Auour Investments
Massachusetts
$289K – – –
PCMK
3227
Paragon Capital Management (Kansas)
Kansas
$289K – – –
SC
3228
Stephenson & Company
California
$289K – – –
TPWM
3229
Twelve Points Wealth Management
Massachusetts
$289K +$4.43K +13 +2%
DWA
3230
Delap Wealth Advisory
Oregon
$289K -$516K -1,514 -64%
GAA
3231
Global Assets Advisory
Florida
$288K +$161K +471 +129%
AFS
3232
Annapolis Financial Services
Maryland
$287K – – –
SDWMA
3233
Schneider Downs Wealth Management Advisors
Pennsylvania
$287K -$28.7K -84 -9%
HIC
3234
Harvey Investment Company
Kentucky
$287K – – –
BBPWM
3235
Blue Bell Private Wealth Management
Pennsylvania
$287K -$21.5K -63 -7%
SC
3236
Stephens Consulting
Michigan
$284K -$7.85K -23 -3%
SC
3237
Seldon Capital
California
$284K – – –
RA
3238
Rational Advisors
New York
$282K -$756K -2,216 -73%
DIA
3239
Davidson Investment Advisors
Montana
$282K -$68.2K -200 -20%
TA
3240
Tectonic Advisors
Texas
$282K +$279K +819 New
FEG
3241
Financial Enhancement Group
Indiana
$281K +$6.14K +18 +2%
BMWM
3242
Brown Miller Wealth Management
Virginia
$281K -$28.7K -84 -9%
KFA
3243
Kelleher Financial Advisors
New York
$279K – – –
TFIPS
3244
Towarzystwo Funduszy Inwestycyjnych PZU SA
$279K +$39.6K +116 +17%
CFSG
3245
Clark Financial Services Group
Missouri
$278K +$7.16K +21 +3%
DWP
3246
Destiny Wealth Partners
Florida
$277K – – –
HIM
3247
Hanlon Investment Management
New Jersey
$277K +$60.7K +178 +28%
SR
3248
Syntax Research
Florida
$277K +$682 +2 +0.2%
BSAM
3249
Blue Square Asset Management
New York
$277K – – –
O3W
3250
Omni 360 Wealth
New Jersey
$276K +$2.73K +8 +1%
128 129
130
131 132