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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3451
Steph & Co
Wisconsin
$305K +$158K +868 +137%
BIP
3452
Blueprint Investment Partners
North Carolina
$305K +$272K +1,499 New
FA
3453
Faithward Advisors
Pennsylvania
$303K +$30.9K +170 +13%
C1AG
3454
Client 1st Advisory Group
Florida
$302K +$269K +1,480 New
FWCM
3455
First Western Capital Management
California
$301K -$75.7K -417 -22%
CA
3456
Corrado Advisors
New Jersey
$301K -$16.2K -89 -6%
FSWA
3457
Financial Synergies Wealth Advisors
Texas
$300K -$20K -110 -7%
MAP
3458
Milestone Advisory Partners
North Carolina
$299K – – –
RP
3459
Reinhart Partners
Wisconsin
$296K – – –
SSM
3460
Sound Shore Management
Connecticut
$295K -$91.8M -505,566 -100%
PP
3461
Peconic Partners
New York
$294K -$1.86M -10,245 -88%
NCP
3462
NexWave Capital Partners
New York
$289K +$199K +1,097 New
SG
3463
Strid Group
Pennsylvania
$288K -$4.54K -25 -2%
JFG
3464
JMG Financial Group
Illinois
$287K -$330K -1,816 -56%
TWP
3465
Total Wealth Planning
Ohio
$287K +$182 +1 +0.1%
RHJA
3466
Rice Hall James & Associates
California
$285K -$9.08K -50 -3%
DMK
3467
David M. Knott
$285K – – –
HWA
3468
Heartwood Wealth Advisors
Virginia
$285K – – –
WC
3469
Weil Company
California
$284K +$253K +1,395 New
BWI
3470
Beacon Wealthcare Inc
North Carolina
$281K -$15.8K -87 -6%
PWS
3471
Paragon Wealth Strategies
Florida
$280K +$2.54K +14 +1%
TC
3472
Tatro Capital
Kentucky
$278K -$48.8K -269 -16%
BCM
3473
Birmingham Capital Management
Alabama
$278K – – –
SFA
3474
Spectrum Financial Alliance
Kentucky
$276K +$545 +3 +0.2%
PC
3475
Permanens Capital
New York
$276K +$170K +937 +226%
137 138
139
140 141