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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
2676
Santori & Peters Inc
Pennsylvania
$201K +$190K +3,153 New
PW
2677
Peninsula Wealth
California
$200K +$190K +3,151 New
MRWM
2678
ML&R Wealth Management
Texas
$200K +$190K +3,149 New
TFP
2679
Tilia Fiduciary Partners
North Carolina
$194K +$906 +15 +0.5%
APW
2680
Acima Private Wealth
Virginia
$194K – – –
UOTTAIMCU
2681
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$191K +$181K +3,000 New
AF
2682
Affiance Financial
Minnesota
$189K +$180K +2,979 New
AAP
2683
Arax Advisory Partners
Colorado
$189K +$4.83K +80 +3%
BAM
2684
Bellevue Asset Management
Washington
$189K +$543 +9 +0.3%
RFA
2685
Resurgent Financial Advisors
Georgia
$188K +$178K +2,956 New
C
2686
Covestor
United Kingdom
$187K +$11.5K +190 +7%
EI
2687
Ellevest Inc
New York
$187K +$90.1K +1,493 +103%
LAM
2688
Lakewood Asset Management
Illinois
$186K +$176K +2,922 New
SIC
2689
SJS Investment Consulting
Ohio
$185K +$5.13K +85 +3%
BCM
2690
Bourgeon Capital Management
Connecticut
$178K +$19.1K +316 +13%
JFGIW
2691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K +$11K +182 +7%
GA
2692
GoalVest Advisory
New York
$177K – – –
HCM
2693
Hollencrest Capital Management
California
$177K +$168K +2,777 New
AWM
2694
Accel Wealth Management
Iowa
$174K -$15.8K -261 -9%
CWA
2695
Clearview Wealth Advisors
Oregon
$172K +$1.09K +18 +0.7%
FP
2696
Financial Perspectives
Minnesota
$172K +$1.51K +25 +0.9%
KIG
2697
Kessler Investment Group
Indiana
$170K +$10.1K +167 +7%
ACA
2698
Atlas Capital Advisors
Wyoming
$167K – – –
RA
2699
Rise Advisors
New York
$163K +$22.5K +372 +17%
TSWM
2700
Tyler-Stone Wealth Management
Ohio
$161K – – –
106 107
108
109 110