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Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
1951
Atlas Legacy Advisors
California
$214K +$218K +1,165 New
BCP
1952
Blackhawk Capital Partners
Wisconsin
$214K +$218K +1,165 New
VFG
1953
Victory Financial Group
Texas
$214K -$49.5K -265 -19%
PFM
1954
Patton Fund Management
Texas
$214K – – –
AWC
1955
Abundance Wealth Counselors
Pennsylvania
$213K – – –
FF
1956
Francis Financial
$212K +$121K +650 New
CCT
1957
Chemung Canal Trust
New York
$211K -$170K -910 -44%
AA
1958
Acorns Advisers
California
$210K +$24.3K +130 +13%
SIM
1959
Stratos Investment Management
Ohio
$210K -$347K -1,860 -62%
BFG
1960
Berger Financial Group
Minnesota
$210K -$2.8K -15 -1%
SIM
1961
SSI Investment Management
California
$210K – – –
MPWS
1962
McCarter Private Wealth Services
Massachusetts
$210K +$22.4K +120 +12%
JWA
1963
JFS Wealth Advisors
Pennsylvania
$210K +$187K +1,000 +714%
DWM
1964
Daner Wealth Management
Georgia
$210K +$217K +1,160 New
SDWIA
1965
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$209K – – –
CWP
1966
Curated Wealth Partners
California
$208K +$211K +1,130 New
BPW
1967
BLVD Private Wealth
Kentucky
$208K -$4.67K -25 -2%
KIC
1968
Kensington Investment Counsel
California
$208K – – –
UWPG
1969
Ullmann Wealth Partners Group
Florida
$208K +$24.3K +130 +13%
CEI
1970
Clark Estates Inc
New York
$207K – – –
SWA
1971
SFMG Wealth Advisors
Texas
$206K -$29K -155 -12%
PWAM
1972
Private Wealth Asset Management
Iowa
$205K +$934 +5 +0.5%
CAM
1973
Cozad Asset Management
Illinois
$205K +$13.1K +70 +7%
BCP
1974
Berkeley Capital Partners
Georgia
$204K -$15.9K -85 -7%
AGC
1975
Aspen Grove Capital
Colorado
$204K -$54.2K -290 -21%
77 78
79
80 81