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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3476
Dunhill Financial
United Kingdom
$328K +$96K +235 +39%
SC
3477
Sepio Capital
Utah
$328K +$344K +842 New
PWM
3478
Partners Wealth Management
California
$327K +$344K +841 New
SC
3479
Stephenson & Company
California
$326K – – –
SP
3480
Saranac Partners
$326K +$342K +837 New
ETC
3481
Exchange Traded Concepts
Oklahoma
$325K -$43.7K -107 -11%
CWM
3482
Castle Wealth Management
Florida
$325K -$4.49K -11 -1%
SDWMA
3483
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K -$14.3K -35 -4%
SWM
3484
Shelton Wealth Management
Texas
$324K +$8.17K +20 +2%
HIC
3485
Harvey Investment Company
Kentucky
$324K – – –
OPWM
3486
Oxinas Partners Wealth Management
Indiana
$323K – – –
SA
3487
Stewardship Advisors
Pennsylvania
$322K +$34.3K +84 +11%
WAS
3488
WESPAC Advisors SoCal
California
$322K +$817 +2 +0.2%
SC
3489
Stephens Consulting
Michigan
$321K – – –
MWAM
3490
Manhattan West Asset Management
California
$321K +$54.7K +134 +19%
AWAP
3491
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$321K -$5.31K -13 -2%
SC
3492
Seldon Capital
California
$321K – – –
BFW
3493
Brady Family Wealth
Missouri
$319K -$66.2K -162 -16%
DPI
3494
Diversified Portfolios Inc
Michigan
$318K -$2.04K -5 -0.6%
SR
3495
Syntax Research
Florida
$318K +$817 +2 +0.2%
WWP
3496
Waypoint Wealth Partners
California
$317K – – –
CCM
3497
Cohen Capital Management
California
$317K – – –
OWA
3498
One Wealth Advisors
California
$316K -$16.8K -41 -5%
CPC
3499
CFC Planning Company
Indiana
$315K +$331K +811 New
POIA
3500
Pin Oak Investment Advisors
Texas
$315K – – –
138 139
140
141 142