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Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
3501
Barnes Wealth Management Group
California
$314K +$330K +807 New
BSAM
3502
Blue Square Asset Management
New York
$313K – – –
HKIMG
3503
Hutchens & Kramer Investment Management Group
Indiana
$313K +$109K +267 +50%
BRWM
3504
Blue Rock Wealth Management
North Carolina
$313K +$328K +804 New
BWM
3505
Baron Wealth Management
Michigan
$312K +$9.4K +23 +3%
DWA
3506
Delap Wealth Advisory
Oregon
$312K +$79.7K +195 +32%
AFO
3507
Arrowroot Family Office
California
$312K -$80.1K -196 -20%
ITFISA
3508
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$312K -$193K -472 -37%
LIA
3509
Lynx Investment Advisory
District of Columbia
$311K +$111K +272 +52%
OIC
3510
Orion Investment Company
Missouri
$311K – – –
SSF
3511
Southern Style Financial
California
$311K +$326K +799 New
BCA
3512
Bay Capital Advisors
Virginia
$310K +$326K +798 New
SWM
3513
Sculati Wealth Management
Michigan
$310K -$1.63K -4 -0.5%
KC
3514
Kinloch Capital
Virginia
$309K – – –
GP
3515
Guardian Partners
Canada
$308K +$325K +795 New
MFS
3516
Miller Financial Services
Michigan
$307K +$323K +790 New
KWAG
3517
Kiely Wealth Advisory Group
North Carolina
$307K – – –
1CP
3518
17 Capital Partners
Arizona
$307K +$5.72K +14 +2%
EPIMS
3519
Evelyn Partners Investment Management Services
$307K +$322K +789 New
SAM
3520
Seelaus Asset Management
New Jersey
$307K – – –
HP
3521
Holistic Planning
Texas
$307K +$22.1K +54 +7%
FWM
3522
FFT Wealth Management
Pennsylvania
$305K +$36K +88 +13%
PCS
3523
Private Client Services
Kentucky
$305K +$28.2K +69 +10%
BDF
3524
Black Diamond Financial
Maryland
$303K -$2.04K -5 -0.6%
HPA
3525
High Probability Advisors
New York
$303K +$817 +2 +0.3%
139 140
141
142 143