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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
3476
Private Client Services
Kentucky
$301K +$15.6K +40 +5%
HP
3477
Holistic Planning
Texas
$301K +$13.3K +34 +4%
WLIM
3478
White Lighthouse Investment Management
Massachusetts
$300K +$46.4K +119 +17%
SEA
3479
Stegent Equity Advisors
Texas
$299K -$37.8K -97 -11%
LFP
3480
Leeward Financial Partners
Washington
$299K +$43.6K +112 +16%
PIS
3481
POM Investment Strategies
North Carolina
$299K -$507K -1,302 -62%
CCM
3482
Cohen Capital Management
California
$298K – – –
CPC
3483
CFC Planning Company
Indiana
$297K – – –
SR
3484
Syntax Research
Florida
$297K -$2.73K -7 -0.9%
BFW
3485
Brady Family Wealth
Missouri
$297K -$3.9K -10 -1%
LWIC
3486
Leith Wheeler Investment Counsel
British Columbia, Canada
$296K +$315K +808 New
PGIM
3487
Pacific Global Investment Management
California
$295K -$32.7K -84 -9%
BSAM
3488
Blue Square Asset Management
New York
$295K – – –
DP
3489
DDD Partners
Washington
$295K +$314K +805 New
1CP
3490
17 Capital Partners
Arizona
$295K +$5.85K +15 +2%
LIA
3491
Lynx Investment Advisory
District of Columbia
$294K +$1.17K +3 +0.4%
EWA
3492
Evolution Wealth Advisors
Florida
$294K +$313K +803 New
BFA
3493
Brown Financial Advisory
Alabama
$294K +$313K +803 New
ITFISA
3494
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$293K – – –
OIC
3495
Orion Investment Company
Missouri
$293K – – –
OGC
3496
One68 Global Capital
New York
$293K +$312K +800 New
WWA
3497
Wealth Watch Advisors
Colorado
$293K +$65.5K +168 +14%
CSA
3498
Cornerstone Select Advisors
Missouri
$292K +$13.3K +34 +4%
CG
3499
Clarus Group
Texas
$292K +$10.5K +27 +4%
HFS
3500
Hopwood Financial Services
Virginia
$292K +$23.4K +60 +8%
138 139
140
141 142