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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
3101
GHP Investment Advisors
Colorado
$374K -$10.3K -310 -3%
CSWG
3102
Cardinal Strategic Wealth Guidance
Kentucky
$374K +$9.96K +300 +4%
SFPG
3103
Stonebridge Financial Planning Group
Florida
$374K -$8.63K -260 -3%
CAM
3104
Crestone Asset Management
Colorado
$373K -$25.2K -760 -8%
LCC
3105
Lincoln Capital Corp
Rhode Island
$373K +$293K +8,810 New
ST
3106
Sabal Trust
Florida
$373K +$293K +8,810 New
BBI
3107
Baxter Bros Inc
Connecticut
$372K -$49.8K -1,500 -15%
PWS
3108
Peloton Wealth Strategists
Indiana
$372K – – –
I
3109
IMPACTfolio
Colorado
$371K -$24.9K -750 -8%
FWM
3110
FFT Wealth Management
Pennsylvania
$371K +$291K +8,760 New
PWA
3111
PCG Wealth Advisors
Kansas
$371K +$3.32K +100 +1%
SWM
3112
Selective Wealth Management
Virginia
$370K +$292K +8,780 New
KS
3113
Karpas Strategies
Connecticut
$370K -$115K -3,470 -28%
BIA
3114
Barry Investment Advisors
Massachusetts
$370K – – –
TLCM
3115
Twin Lakes Capital Management
California
$369K – – –
WA
3116
WBH Advisory
Maryland
$366K +$17.6K +530 +7%
TCMP
3117
Thrive Capital Management (Pennsylvania)
Pennsylvania
$366K -$163K -4,910 -36%
LGG
3118
Luts & Greenleigh Group
Maryland
$365K +$37.2K +1,120 +15%
CA
3119
Carson Advisory
Georgia
$365K -$21.9K -660 -7%
CWM
3120
Campbell Wealth Management
Virginia
$364K +$2.99K +90 +1%
SIAG
3121
Signet Investment Advisory Group
Rhode Island
$364K -$83K -2,500 -23%
UL
3122
Unionview LLC
Washington
$363K -$40.8K -1,230 -13%
ACM
3123
Arlington Capital Management
Illinois
$363K -$1.45M -43,720 -84%
JAM
3124
JCIC Asset Management
Ontario, Canada
$363K -$169K -5,100 -37%
I
3125
InceptionR
California
$362K -$1.58M -47,540 -85%
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