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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3801
Sippican Capital Advisors
Massachusetts
$327K -$108K -500 -25%
MWM
3802
McNaughton Wealth Management
California
$327K +$13.1K +61 +4%
VCG
3803
Vantage Consulting Group
Virginia
$325K +$314K +1,462 New
BA
3804
Ballew Advisors
Mississippi
$324K -$1.07K -5 -0.3%
RP
3805
Reinhart Partners
Wisconsin
$324K – – –
WG
3806
Winton Group
United Kingdom
$321K -$95.5K -444 -24%
PP
3807
Peconic Partners
New York
$321K – – –
JFG
3808
JMG Financial Group
Illinois
$320K -$860 -4 -0.3%
BP
3809
BCK Partners
New York
$319K +$308K +1,432 New
SC
3810
Steph & Co
Wisconsin
$318K – – –
NCP
3811
NexWave Capital Partners
New York
$318K +$71.4K +332 +30%
PWS
3812
Paragon Wealth Strategies
Florida
$316K -$157K -728 -34%
TWP
3813
Total Wealth Planning
Ohio
$316K +$1.29K +6 +0.4%
OCPWS
3814
One Charles Private Wealth Services
Massachusetts
$315K -$2.28M -10,599 -88%
GWAM
3815
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K +$305K +1,418 New
SG
3816
Strid Group
Pennsylvania
$314K – – –
FWP
3817
Falcon Wealth Planning
California
$312K +$302K +1,404 New
UIA
3818
UBP Investment Advisors
Switzerland
$311K -$25.8K -120 -8%
DMK
3819
David M. Knott
$311K – – –
HWA
3820
Heartwood Wealth Advisors
Virginia
$311K – – –
RHJA
3821
Rice Hall James & Associates
California
$311K – – –
AFG
3822
Arkansas Financial Group
Arkansas
$311K +$301K +1,398 New
ODIJL
3823
One Day In July LLC
Vermont
$311K +$301K +1,400 New
DT
3824
Daniels + Tansey
Delaware
$310K +$286K +1,332 New
DA
3825
Doliver Advisors
Texas
$308K -$36.6K -170 -11%
151 152
153
154 155