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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2351
Janiczek Wealth Management
Colorado
$353K +$75.3K +1,519 +27%
NPPM
2352
North Point Portfolio Managers
Ohio
$352K – – –
SPWM
2353
Straight Path Wealth Management
Michigan
$352K +$352K +7,102 New
NFGCM
2354
Norman Fields Gottscho Capital Management
New York
$352K +$352K +7,108 New
GD
2355
Grandfield & Dodd
New York
$350K +$3.07K +62 +0.9%
HIP
2356
HUB Investment Partners
Texas
$350K +$84.4K +1,702 +32%
CMA
2357
Cedar Mountain Advisors
Oregon
$349K -$204K -4,123 -37%
SWA
2358
SFMG Wealth Advisors
Texas
$348K -$29.6K -598 -8%
AWM
2359
AllSquare Wealth Management
New York
$348K +$50 +1 +0%
ODFS
2360
O'Donnell Financial Services
California
$347K +$297 +6 +0.1%
BMCM
2361
Bryn Mawr Capital Management
Pennsylvania
$346K +$42.7K +861 +14%
EP
2362
Edgestream Partners
New Jersey
$345K -$2.56M -51,628 -88%
GWANC
2363
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K -$90.1K -1,818 -21%
SW
2364
SkyOak Wealth
Michigan
$342K – – –
SDWMA
2365
Schneider Downs Wealth Management Advisors
Pennsylvania
$342K +$47.4K +957 +16%
PTP
2366
Platform Technology Partners
New York
$341K +$8.62K +174 +3%
PSP
2367
Principal Street Partners
Tennessee
$341K +$341K +6,883 New
BDWM
2368
Brewin Dolphin Wealth Management
Ireland
$340K -$58.6K -1,183 -15%
SSW
2369
Smith Shellnut Wilson
Mississippi
$340K – – –
WF
2370
Wayfinding Financial
Washington
$340K +$7.63K +154 +2%
CFAM
2371
Center For Asset Management
Florida
$340K +$33.2K +669 +11%
FNBOSM
2372
First National Bank of South Miami
Florida
$339K -$5.06K -102 -1%
HCA
2373
Horan Capital Advisors
Ohio
$339K – – –
CWM
2374
Concentrum Wealth Management
California
$339K +$5.8K +117 +2%
RHJA
2375
Rice Hall James & Associates
California
$337K – – –
93 94
95
96 97