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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1151
AssuredPartners Investment Advisors
Florida
$318K -$322K -4,950 -50%
WFS
1152
WealthGarden F.S.
California
$317K -$12.4K -191 -4%
SFC
1153
Swisher Financial Concepts
Ohio
$317K -$67.8K -1,042 -18%
EWA
1154
Exencial Wealth Advisors
Oklahoma
$317K +$2.02K +31 +0.6%
NA
1155
Nautilus Advisors
California
$316K – – –
MWM
1156
Meadowbrook Wealth Management
New York
$315K +$315K +4,850 New
ICMM
1157
Integrated Capital Management (Michigan)
Michigan
$314K +$46.5K +715 +17%
RC
1158
Roundview Capital
New Jersey
$314K +$314K +4,828 New
MCC
1159
Malaga Cove Capital
California
$314K – – –
NWP
1160
NerdWallet Wealth Partners
New York
$312K +$312K +4,803 New
BCG
1161
Bravias Capital Group
New Jersey
$311K +$311K +4,788 New
FC
1162
Fusion Capital
South Carolina
$311K +$11.6K +178 +4%
ZIM
1163
Zacks Investment Management
Illinois
$310K +$311K +4,776 New
VCA
1164
Verdence Capital Advisors
Maryland
$310K -$127K -1,959 -29%
CCM
1165
Canal Capital Management
Virginia
$309K -$13.4K -206 -4%
TIM
1166
Tortoise Investment Management
New York
$309K – – –
1SB
1167
1ST Source Bank
Indiana
$309K +$19.5K +300 +7%
AA
1168
ACT Advisors
North Carolina
$308K – – –
JAFL
1169
Jay A. Fishman Ltd
Michigan
$308K – – –
HT
1170
Headlands Technologies
Illinois
$305K +$284K +4,371 +1,349%
CFP
1171
Catalyst Financial Partners
Massachusetts
$305K +$35.5K +545 +13%
LP
1172
LGL Partners
Pennsylvania
$303K – – –
SA
1173
Sonoma Allocations
California
$302K +$319K +4,909 New
WF
1174
Whelan Financial
California
$301K +$302K +4,638 New
4A
1175
4Wealth Advisors
Illinois
$301K +$45.8K +704 +18%
45 46
47
48 49