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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2151
Alterna Wealth Management
Texas
$279K +$8.74K +140 +4%
BWA
2152
BlueChip Wealth Advisors
Georgia
$279K +$259K +4,140 New
RMCM
2153
Reynders McVeigh Capital Management
Massachusetts
$279K +$5.62K +90 +2%
NAMP
2154
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$277K -$46.8K -750 -15%
AFP
2155
Alpha Financial Partners
Kentucky
$277K +$5K +80 +2%
CPA
2156
Capital Performance Advisors
California
$276K -$18.1K -290 -7%
FC
2157
Financial Council
Maryland
$276K +$11.2K +180 +5%
AA
2158
Axiom Advisory
California
$275K +$275K +4,410 New
NF
2159
Nikulski Financial
Iowa
$275K – – –
JAM
2160
JCIC Asset Management
Ontario, Canada
$275K +$21.9K +350 +9%
SPC
2161
Spirepoint Private Client
Florida
$275K +$9.99K +160 +4%
CWA
2162
Canvas Wealth Advisors
Kansas
$275K -$11.2K -180 -4%
GSIS
2163
Global Strategic Investment Solutions
Arizona
$274K +$254K +4,060 New
ANBT
2164
American National Bank & Trust
Texas
$274K +$17.5K +280 +7%
VCM
2165
Versant Capital Management
Arizona
$274K +$99.3K +1,590 +64%
C
2166
Covestor
United Kingdom
$274K – – –
TA
2167
TrueWealth Advisors
Alabama
$273K +$253K +4,050 New
AC
2168
AlphaCore Capital
California
$273K +$41.2K +660 +20%
A
2169
AJOVista
Massachusetts
$272K – – –
OFW
2170
Omnia Family Wealth
Florida
$272K +$252K +4,030 New
CFD
2171
Creative Financial Designs
Indiana
$271K -$10.6K -170 -4%
BAWC
2172
Boyce & Associates Wealth Consulting
Texas
$271K +$251K +4,020 New
MAM
2173
McLean Asset Management
Virginia
$270K +$18.7K +300 +8%
AWM
2174
Activest Wealth Management
Florida
$270K +$147K +2,360 +144%
IIM
2175
Intact Investment Management
Quebec, Canada
$270K – – –
85 86
87
88 89