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Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1126
Blueprint Investment Partners
North Carolina
$299K +$302K +2,300 New
CAI
1127
Capital Advisors Inc
Oklahoma
$297K -$62.4K -475 -17%
WAG
1128
Winthrop Advisory Group
Massachusetts
$297K – – –
T
1129
TCWP
Ohio
$294K +$297K +2,265 New
BBW
1130
Blue Barn Wealth
Utah
$291K -$7.22K -55 -2%
BFIM
1131
Beese Fulmer Investment Management
Ohio
$291K – – –
RWM
1132
RKL Wealth Management
Pennsylvania
$289K – – –
MIS
1133
Morningstar Investment Services
Illinois
$289K +$291K +2,220 New
CPIG
1134
Chicago Partners Investment Group
Illinois
$287K -$1.31K -10 -0.4%
AIM
1135
Aigen Investment Management
New York
$283K +$301K +2,295 New
CHA
1136
Cooper/Haims Advisors
New York
$282K – – –
WB
1137
West Bancorporation
Iowa
$282K +$286K +2,175 New
SG
1138
StoneX Group
New York
$280K +$19K +145 +7%
CAIMH
1139
Central Asset Investments & Management Holdings
Hong Kong
$279K -$1.59M -12,100 -85%
GSWM
1140
Golden State Wealth Management
California
$278K +$56.5K +430 +25%
GA
1141
Geller Advisors
New York
$277K +$656 +5 +0.2%
ACI
1142
Alpha Cubed Investments
California
$277K +$26.9K +205 +11%
KC
1143
Knuff & Co
California
$276K -$148K -1,125 -35%
VFPI
1144
Vantage Financial Partners (Illinois)
Illinois
$276K -$75.5K -575 -21%
PB
1145
Pinnacle Bancorp
Nebraska
$275K – – –
AIA
1146
Angeles Investment Advisors
California
$268K +$271K +2,065 New
EWM
1147
Empirical Wealth Management
Washington
$265K +$3.94K +30 +1%
WP
1148
WealthSource Partners
California
$265K +$268K +2,045 New
CP
1149
CenterBook Partners
Connecticut
$263K +$266K +2,025 New
YWS
1150
Yarger Wealth Strategies
Ohio
$261K +$264K +2,010 New
44 45
46
47 48