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Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
3451
Welch Capital Partners
New York
$313K – – –
RP
3452
Riverwater Partners
Wisconsin
$313K +$38.6K +99 +13%
OWMIAS
3453
One Wealth Management Investment & Advisory Services
Florida
$313K -$5.46K -14 -2%
SO
3454
Sierra Ocean
California
$312K -$24.9K -64 -7%
JFG
3455
JMG Financial Group
Illinois
$312K – – –
EWP
3456
Elevation Wealth Partners
California
$311K -$18.7K -48 -5%
SFG
3457
Sterling Financial Group
California
$311K – – –
SC
3458
Stephenson & Company
California
$310K +$2.73K +7 +0.8%
KMC
3459
Kirr Marbach & Co
Indiana
$309K – – –
AGA
3460
Arkos Global Advisors
Texas
$309K +$30K +77 +10%
PWM
3461
Partners Wealth Management
California
$308K – – –
1M
3462
1248 Management
Missouri
$308K +$327K +840 New
ACC
3463
Acorn Creek Capital
Colorado
$307K -$34.3K -88 -10%
HIC
3464
Harvey Investment Company
Kentucky
$306K – – –
SC
3465
Sepio Capital
Utah
$306K -$3.12K -8 -1%
SDWMA
3466
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K – – –
RW
3467
RVW Wealth
California
$306K +$325K +834 New
SA
3468
Stewardship Advisors
Pennsylvania
$305K +$1.95K +5 +0.6%
LRWA
3469
Long Run Wealth Advisors
New York
$305K -$8.96K -23 -3%
JPLA
3470
Joseph P. Lucia & Associates
New York
$305K -$8.18K -21 -2%
EHAM
3471
Eagle Harbor Asset Management
Washington
$305K -$10.5K -27 -3%
OPWM
3472
Oxinas Partners Wealth Management
Indiana
$303K -$779 -2 -0.2%
DPI
3473
Diversified Portfolios Inc
Michigan
$303K +$3.51K +9 +1%
IF
3474
Intrua Financial
Texas
$303K -$111K -285 -26%
AI
3475
Auour Investments
Massachusetts
$302K – – –
137 138
139
140 141