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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2101
Greatmark Investment Partners
Georgia
$234K – – –
CPWA
2102
Cerro Pacific Wealth Advisors
California
$234K +$15.5K +115 +7%
RF
2103
Robbins Farley
New Hampshire
$234K +$49.1K +364 +28%
FPIS
2104
Financial Planning & Information Services
Wisconsin
$234K +$224K +1,657 New
MCM
2105
Morton Capital Management
California
$234K -$540 -4 -0.2%
RIS
2106
Retirement Income Solutions
Michigan
$233K -$70.3K -521 -24%
TI
2107
Truepoint Inc
Ohio
$233K -$19K -141 -8%
EDRIA
2108
Edmonds Duncan Registered Investment Advisors
Kansas
$233K – – –
SAS
2109
Sanford Advisory Services
Michigan
$233K – – –
TWM
2110
Trinity Wealth Management
Pennsylvania
$232K – – –
EW
2111
Evoke Wealth
California
$231K -$12.3K -91 -5%
AMG
2112
Asset Management Group
Connecticut
$231K +$2.56K +19 +1%
RWA
2113
River Wealth Advisors
Pennsylvania
$231K +$221K +1,636 New
SCM
2114
Spreng Capital Management
Ohio
$229K -$10.1K -75 -4%
CFD
2115
Creative Financial Designs
Indiana
$229K -$3.91K -29 -2%
SLA
2116
Silver Lake Advisory
Utah
$229K +$6.61K +49 +3%
CG
2117
Cutler Group
California
$227K -$266K -1,971 -55%
LB
2118
Legacy Bridge
Iowa
$227K – – –
PSC
2119
Prentiss Smith & Co
Vermont
$226K – – –
TAM
2120
Townsend Asset Management
North Carolina
$226K +$945 +7 +0.4%
LF
2121
Lee Financial
Texas
$226K +$1.35K +10 +0.6%
AIS
2122
AM Investment Strategies
Tennessee
$225K +$405 +3 +0.2%
TP
2123
Tranquility Partners
Tennessee
$225K +$4.59K +34 +2%
MCG
2124
McCollum Christoferson Group
New York
$224K – – –
RCG
2125
Resource Consulting Group
Florida
$224K – – –
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