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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1451
SS&H Financial Advisors
Michigan
$496K +$495K +5,000 New
AF
1452
Affiance Financial
Minnesota
$495K – – –
PFM
1453
Potomac Fund Management
Florida
$494K -$51.1K -516 -9%
RWP
1454
Revolve Wealth Partners
New Jersey
$494K +$65.1K +658 +15%
PCM
1455
Presidio Capital Management
California
$494K +$260K +2,622 +112%
SFS
1456
Sowell Financial Services
Arkansas
$493K -$311K -3,142 -39%
BMCM
1457
Bryn Mawr Capital Management
Pennsylvania
$491K -$361K -3,648 -42%
SBFM
1458
S-Bank Fund Management
Finland
$491K -$3.39M -34,264 -87%
BHC
1459
Bull Harbor Capital
Maryland
$491K -$897K -9,058 -65%
SFS
1460
Stiles Financial Services
Minnesota
$491K +$99.1K +1,001 +25%
CPA
1461
Capital Performance Advisors
California
$490K -$331K -3,340 -40%
AWM
1462
Aviso Wealth Management
Washington
$487K -$184K -1,862 -28%
AWA
1463
Argos Wealth Advisors
California
$487K -$17.6K -178 -4%
HH
1464
Hilltop Holdings
Texas
$484K -$175K -1,768 -27%
PWA
1465
Prairie Wealth Advisors
Nebraska
$483K – – –
SFG
1466
Sunburst Financial Group
Alabama
$482K +$99.8K +1,008 +26%
SA
1467
Strategic Advisors
New York
$481K -$3.27M -32,981 -87%
PFG
1468
Prosperity Financial Group
California
$480K +$23.3K +235 +5%
CCFM
1469
Clear Creek Financial Management
Washington
$480K +$67.5K +682 +16%
CCWM
1470
Cassaday & Co Wealth Management
Virginia
$479K -$23.4K -236 -5%
RPC
1471
Rossmore Private Capital
Connecticut
$478K +$477K +4,815 New
MFG
1472
Magnus Financial Group
New York
$477K +$71K +717 +18%
ZBNA
1473
Zions Bancorporation, National Association
Utah
$476K -$768K -7,757 -62%
WFP
1474
Worthington Financial Partners
Ohio
$475K -$4.16K -42 -0.9%
RCA
1475
Resonant Capital Advisors
Wisconsin
$473K +$76.9K +777 +19%
57 58
59
60 61