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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
3626
Schneider Downs Wealth Management Advisors
Pennsylvania
$919K +$85.6K +115 +10%
CFFP
3627
Center for Financial Planning
Michigan
$918K – – –
WC
3628
Wexford Capital
Florida
$917K -$52.8K -71 -5%
AWM
3629
Aberdeen Wealth Management
Illinois
$917K +$59.5K +80 +4%
AWA
3630
Archvest Wealth Advisors
California
$916K +$928K +1,247 New
UFA
3631
Uptown Financial Advisors
Texas
$915K – – –
CPL
3632
CAP Partners LLC
Tennessee
$914K -$17.1K -23 -2%
HB
3633
Horizon Bancorp
Indiana
$914K +$327K +439 +55%
MWM
3634
MGB Wealth Management
Texas
$914K +$44.7K +60 +5%
TC
3635
TAGStone Capital
North Carolina
$910K – – –
MFS
3636
Miller Financial Services
Michigan
$910K -$5.21K -7 -0.6%
PAA
3637
Peregrine Asset Advisers
Oregon
$908K -$5.29M -7,106 -85%
PPA
3638
Painted Porch Advisors
California
$908K – – –
ACS
3639
Archford Capital Strategies
Illinois
$908K +$50.6K +68 +6%
FFBTD
3640
First Financial Bank - Trust Division
Ohio
$908K +$15.6K +21 +2%
TWM
3641
Tripletail Wealth Management
Florida
$907K – – –
BWA
3642
BlueChip Wealth Advisors
Georgia
$905K -$144K -193 -14%
EP
3643
EPIQ Partners
Minnesota
$905K – – –
PAWA
3644
Palo Alto Wealth Advisors
California
$905K +$22.3K +30 +2%
AA
3645
ACT Advisors
North Carolina
$904K +$11.9K +16 +1%
RHAM
3646
Round Hill Asset Management
California
$904K -$187K -251 -17%
CIEP
3647
Constellation Investimentos e Participacoes
Brazil
$903K – – –
BW
3648
BXM Wealth
Colorado
$903K -$14.9K -20 -2%
MHR
3649
Matthew Hamilton Rosenberg
$903K +$4.47K +6 +0.5%
CHA
3650
Cooper/Haims Advisors
New York
$901K -$1.49K -2 -0.2%
144 145
146
147 148