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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
3476
Sutton Place Investors
New York
$298K +$20.3K +56 +7%
AWM
3477
Able Wealth Management
New Jersey
$298K -$234K -646 -44%
FA
3478
Fermata Advisors
California
$298K -$386K -1,066 -57%
SR
3479
Syntax Research
Florida
$298K +$724 +2 +0.2%
BWP
3480
Bernardo Wealth Planning
Pennsylvania
$296K +$13.4K +37 +5%
LIA
3481
Lynx Investment Advisory
District of Columbia
$296K +$1.45K +4 +0.5%
BSAM
3482
Blue Square Asset Management
New York
$295K – – –
1CP
3483
17 Capital Partners
Arizona
$295K – – –
SA
3484
Stewardship Advisors
Pennsylvania
$294K -$10.9K -30 -4%
EWA
3485
Evolution Wealth Advisors
Florida
$294K – – –
OIC
3486
Orion Investment Company
Missouri
$293K – – –
SDWMA
3487
Schneider Downs Wealth Management Advisors
Pennsylvania
$292K -$13.4K -37 -4%
EHAM
3488
Eagle Harbor Asset Management
Washington
$292K -$12.3K -34 -4%
HPC
3489
Hobart Private Capital
North Carolina
$292K +$87.2K +241 +43%
KC
3490
Kinloch Capital
Virginia
$291K – – –
OPWM
3491
Oxinas Partners Wealth Management
Indiana
$290K -$13K -36 -4%
OWA
3492
One Wealth Advisors
California
$289K -$1.45K -4 -0.5%
WCP
3493
Wealthcare Capital Partners
Pennsylvania
$289K +$7.24K +20 +3%
SAM
3494
Seelaus Asset Management
New Jersey
$289K – – –
BIA
3495
BHK Investment Advisors
Alabama
$288K +$31.5K +87 +12%
1M
3496
1248 Management
Missouri
$287K -$20.3K -56 -7%
CSA
3497
Cornerstone Select Advisors
Missouri
$287K -$5.07K -14 -2%
SPWM
3498
Spartan Planning & Wealth Management
North Carolina
$287K +$283K +783 New
HPA
3499
High Probability Advisors
New York
$287K +$724 +2 +0.3%
GMFG
3500
Greater Midwest Financial Group
Minnesota
$286K +$6.51K +18 +2%
138 139
140
141 142