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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
3351
Stephens Investment Management Group
Texas
$246K – – –
SG
3352
Strid Group
Pennsylvania
$246K +$4.41K +30 +2%
NCP
3353
NexWave Capital Partners
New York
$246K +$229K +1,562 New
RP
3354
Reinhart Partners
Wisconsin
$245K -$14.7K -100 -6%
HWM
3355
Holloway Wealth Management
Florida
$245K – – –
CFIA
3356
Cantor Fitzgerald Investment Advisors
New York
$245K +$7.49K +51 +3%
LI
3357
LVZ Inc
Michigan
$243K -$5.73K -39 -2%
HAC
3358
Harbor Advisory Corp
New Hampshire
$243K – – –
RAM
3359
Redmond Asset Management
Virginia
$242K +$5.29K +36 +2%
PFA
3360
Plotkin Financial Advisors
Maryland
$240K +$224K +1,524 New
DC
3361
Defender Capital
North Carolina
$240K – – –
CM
3362
Columbus Macro
Pennsylvania
$240K +$223K +1,520 New
MPPLM
3363
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$239K -$381K -2,594 -66%
TSS
3364
Thomas Story & Son
Indiana
$237K – – –
HIM
3365
Hanlon Investment Management
New Jersey
$236K – – –
IF
3366
Ironwood Financial
Arizona
$233K – – –
QCM
3367
Quantinno Capital Management
New York
$232K -$110K -750 -34%
HA
3368
HC Advisors
Georgia
$229K +$214K +1,454 New
SC
3369
Soundwatch Capital
Connecticut
$225K +$209K +1,425 New
UIA
3370
UBP Investment Advisors
Switzerland
$224K -$208K -1,415 -50%
MAP
3371
Milestone Advisory Partners
North Carolina
$224K +$208K +1,419 New
HWA
3372
Heartwood Wealth Advisors
Virginia
$224K +$209K +1,421 New
SCM
3373
Seascape Capital Management
New Hampshire
$222K +$207K +1,407 New
CWM
3374
CCG Wealth Management
California
$222K +$207K +1,408 New
JFG
3375
JMG Financial Group
Illinois
$222K +$207K +1,410 New
133 134
135
136 137