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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2251
Chilton Investment Company
Connecticut
$566K – – –
BWA
2252
Bordeaux Wealth Advisors
California
$565K +$166K +2,489 +46%
LWM
2253
Level Wealth Management
North Carolina
$564K – – –
MPIA
2254
Mountain Pacific Investment Advisers
Idaho
$564K -$26.7K -400 -5%
CPA
2255
Cardiff Park Advisors
California
$564K – – –
MCM
2256
Maple Capital Management
Vermont
$563K -$79.3K -1,187 -13%
IPW
2257
Inlet Private Wealth
Florida
$562K – – –
FC
2258
Fulcrum Capital
Washington
$561K +$89.4K +1,339 +21%
GCM
2259
Gladius Capital Management
Illinois
$561K -$598K -8,948 -53%
PCMC
2260
Paragon Capital Management (Colorado)
Colorado
$561K – – –
CA
2261
Calton & Associates
Florida
$561K +$523K +7,828 New
BWG
2262
Beta Wealth Group
California
$560K – – –
FC
2263
Fairscale Capital
New Hampshire
$558K -$5.88K -88 -1%
CA
2264
Cornerstone Advisory
Maryland
$556K +$12.2K +183 +2%
AA
2265
Acorns Advisers
California
$556K +$19K +284 +4%
TA
2266
TFB Advisors
Kansas
$555K +$41.2K +617 +9%
CFA
2267
CWS Financial Advisors
Michigan
$554K – – –
COCM
2268
Charter Oak Capital Management
New Hampshire
$553K +$19.2K +287 +4%
SL
2269
Summitry LLC
California
$553K +$11.4K +171 +2%
EAM
2270
Empirical Asset Management
Massachusetts
$552K -$7.23M -108,190 -93%
ARC
2271
Advisor Resource Council
Texas
$551K +$744K +11,141 New
GFG
2272
Greenberg Financial Group
Arizona
$551K +$484K +7,247 New
KFA
2273
Kapstone Financial Advisors
Ohio
$550K – – –
MSCM
2274
McElhenny Sheffield Capital Management
Texas
$550K – – –
GFPC
2275
Global Financial Private Client
Florida
$549K +$6.41K +96 +1%
89 90
91
92 93