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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1426
PFG Private Wealth Management
Florida
$562K +$191K +4,370 +61%
BPWM
1427
Badgley Phelps Wealth Managers
Washington
$561K -$87.3K -2,000 -15%
IWS
1428
Integrity Wealth Solutions
Colorado
$561K +$503K +11,520 New
MCWA
1429
Meadow Creek Wealth Advisors
Georgia
$561K +$503K +11,520 New
MP
1430
McDonald Partners
Ohio
$559K – – –
FWP
1431
FAS Wealth Partners
Kansas
$558K – – –
NPT
1432
National Philanthropic Trust
Pennsylvania
$558K +$500K +11,460 New
PC
1433
Permit Capital
Pennsylvania
$557K +$282K +6,450 +129%
FS
1434
Financial Symmetry
North Carolina
$557K +$500K +11,450 New
RRA
1435
Round Rock Advisors
Connecticut
$557K +$6.99K +160 +1%
NC
1436
Napatree Capital
Rhode Island
$557K +$499K +11,430 New
DBRC
1437
D.B. Root & Company
Pennsylvania
$556K – – –
CAM
1438
Carret Asset Management
New York
$556K -$10.9K -250 -2%
CFO
1439
Custos Family Office
Texas
$555K – – –
AO
1440
Advisor OS
Illinois
$555K +$172K +3,930 +53%
PCM
1441
Pointe Capital Management
Michigan
$552K – – –
MFG
1442
Menard Financial Group
Texas
$549K +$21.4K +490 +5%
SCM
1443
Steele Capital Management
Iowa
$549K +$492K +11,270 New
DLHL
1444
Donald L. Hagan LLC
Florida
$548K +$18.8K +430 +4%
TFIPS
1445
Towarzystwo Funduszy Inwestycyjnych PZU SA
$548K +$491K +11,250 New
CWP
1446
Cyndeo Wealth Partners
Florida
$547K +$52.8K +1,210 +12%
MA
1447
MCF Advisors
Kentucky
$546K +$349K +7,990 +247%
NCM
1448
Neumann Capital Management
California
$542K – – –
NCM
1449
Next Capital Management
New York
$541K +$123K +2,820 +34%
NFG
1450
Nadler Financial Group
Illinois
$540K +$15.3K +350 +3%
56 57
58
59 60