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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3101
Black Diamond Financial
Maryland
$376K – – –
GIA
3102
GHP Investment Advisors
Colorado
$374K -$10.3K -310 -3%
CSWG
3103
Cardinal Strategic Wealth Guidance
Kentucky
$374K +$9.96K +300 +4%
SFPG
3104
Stonebridge Financial Planning Group
Florida
$374K -$8.63K -260 -3%
CAM
3105
Crestone Asset Management
Colorado
$373K -$25.2K -760 -8%
LCC
3106
Lincoln Capital Corp
Rhode Island
$373K +$293K +8,810 New
ST
3107
Sabal Trust
Florida
$373K +$293K +8,810 New
BBI
3108
Baxter Bros Inc
Connecticut
$372K -$49.8K -1,500 -15%
PWS
3109
Peloton Wealth Strategists
Indiana
$372K – – –
I
3110
IMPACTfolio
Colorado
$371K -$24.9K -750 -8%
FWM
3111
FFT Wealth Management
Pennsylvania
$371K +$291K +8,760 New
PWA
3112
PCG Wealth Advisors
Kansas
$371K +$3.32K +100 +1%
SWM
3113
Selective Wealth Management
Virginia
$370K +$292K +8,780 New
KS
3114
Karpas Strategies
Connecticut
$370K -$115K -3,470 -28%
BIA
3115
Barry Investment Advisors
Massachusetts
$370K – – –
TLCM
3116
Twin Lakes Capital Management
California
$369K – – –
WA
3117
WBH Advisory
Maryland
$366K +$17.6K +530 +7%
TCMP
3118
Thrive Capital Management (Pennsylvania)
Pennsylvania
$366K -$163K -4,910 -36%
LGG
3119
Luts & Greenleigh Group
Maryland
$365K +$37.2K +1,120 +15%
CA
3120
Carson Advisory
Georgia
$365K -$21.9K -660 -7%
CWM
3121
Campbell Wealth Management
Virginia
$364K +$2.99K +90 +1%
SIAG
3122
Signet Investment Advisory Group
Rhode Island
$364K -$83K -2,500 -23%
UL
3123
Unionview LLC
Washington
$363K -$40.8K -1,230 -13%
ACM
3124
Arlington Capital Management
Illinois
$363K -$1.45M -43,720 -84%
JAM
3125
JCIC Asset Management
Ontario, Canada
$363K -$169K -5,100 -37%
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125
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