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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3476
Sepio Capital
Utah
$328K +$344K +842 New
PWM
3477
Partners Wealth Management
California
$327K +$344K +841 New
SC
3478
Stephenson & Company
California
$326K – – –
SP
3479
Saranac Partners
$326K +$342K +837 New
ETC
3480
Exchange Traded Concepts
Oklahoma
$325K -$43.7K -107 -11%
CWM
3481
Castle Wealth Management
Florida
$325K -$4.49K -11 -1%
SDWMA
3482
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K -$14.3K -35 -4%
SWM
3483
Shelton Wealth Management
Texas
$324K +$8.17K +20 +2%
HIC
3484
Harvey Investment Company
Kentucky
$324K – – –
OPWM
3485
Oxinas Partners Wealth Management
Indiana
$323K – – –
SA
3486
Stewardship Advisors
Pennsylvania
$322K +$34.3K +84 +11%
WAS
3487
WESPAC Advisors SoCal
California
$322K +$817 +2 +0.2%
SC
3488
Stephens Consulting
Michigan
$321K – – –
MWAM
3489
Manhattan West Asset Management
California
$321K +$54.7K +134 +19%
AWAP
3490
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$321K -$5.31K -13 -2%
SC
3491
Seldon Capital
California
$321K – – –
BFW
3492
Brady Family Wealth
Missouri
$319K -$66.2K -162 -16%
DPI
3493
Diversified Portfolios Inc
Michigan
$318K -$2.04K -5 -0.6%
SR
3494
Syntax Research
Florida
$318K +$817 +2 +0.2%
WWP
3495
Waypoint Wealth Partners
California
$317K – – –
CCM
3496
Cohen Capital Management
California
$317K – – –
OWA
3497
One Wealth Advisors
California
$316K -$16.8K -41 -5%
CPC
3498
CFC Planning Company
Indiana
$315K +$331K +811 New
POIA
3499
Pin Oak Investment Advisors
Texas
$315K – – –
BWMG
3500
Barnes Wealth Management Group
California
$314K +$330K +807 New
138 139
140
141 142