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Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
3276
Fox Hill Wealth Management
Massachusetts
$384K +$26K +80 +8%
SDWMA
3277
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K – – –
OCM
3278
Osterweis Capital Management
California
$384K -$29K -89 -8%
KCP
3279
Kera Capital Partners
California
$384K +$354K +1,088 New
HA
3280
Hofer & Associates
California
$384K +$354K +1,088 New
QFPS
3281
Quantum Financial Planning Services
Washington
$384K +$20.8K +64 +6%
CA
3282
Claris Advisors
Missouri
$383K -$325K -999 -48%
RWA
3283
Rooted Wealth Advisors
Illinois
$383K +$27K +83 +8%
LI
3284
LVZ Inc
Michigan
$382K -$3.25K -10 -0.9%
SL
3285
StoryOne LLC
Kansas
$382K +$352K +1,082 New
BIA
3286
BHK Investment Advisors
Alabama
$381K +$30.9K +95 +10%
PGWM
3287
Pitti Group Wealth Management
New York
$381K -$10.7K -33 -3%
FRA
3288
Front Row Advisors
California
$381K – – –
MTC
3289
McDaniel Terry & Co
Texas
$380K +$2.28K +7 +0.7%
DP
3290
Denver PWM
Colorado
$380K – – –
VCP
3291
Vista Capital Partners
Oregon
$379K -$12.4K -38 -3%
PCMN
3292
Paradigm Capital Management (Nevada)
Nevada
$379K – – –
SAM
3293
Simplify Asset Management
Nevada
$379K +$15.3K +47 +5%
NERM
3294
New England Research & Management
Illinois
$378K +$349K +1,073 New
KA
3295
Kure Advisory
Minnesota
$378K +$78.7K +242 +29%
SPWM
3296
Spartan Planning & Wealth Management
North Carolina
$378K +$348K +1,071 New
WW
3297
Westshore Wealth
California
$377K +$26.7K +82 +8%
AWAP
3298
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$377K +$85.6K +263 +33%
MWAM
3299
Manhattan West Asset Management
California
$377K -$10.4K -32 -3%
B
3300
Bayban
Minnesota
$376K – – –
130 131
132
133 134