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Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
3126
Boyce & Associates Wealth Consulting
Texas
$4.6M -$235K -1,349 -5%
VPF
3127
Vantage Point Financial
Illinois
$4.59M +$27.2K +156 +0.6%
BPFA
3128
Barnes Pettey Financial Advisors
Mississippi
$4.58M +$575K +3,298 +16%
AL
3129
Aspiriant LLC
California
$4.58M -$226K -1,296 -5%
RFS
3130
Richardson Financial Services
Massachusetts
$4.57M +$72.3K +415 +2%
CAM
3131
Clark Asset Management
New Hampshire
$4.56M +$86.5K +496 +2%
API
3132
Asset Planning Inc
California
$4.56M +$24.6K +141 +0.6%
SFGP
3133
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.55M -$7.67K -44 -0.2%
TAM
3134
Townsend Asset Management
North Carolina
$4.55M -$141K -808 -3%
FWA
3135
FOCUS Wealth Advisors
Texas
$4.55M +$1.22K +7 +0%
MAM
3136
Madison Asset Management
Wisconsin
$4.55M – – –
HCWM
3137
Hidden Cove Wealth Management
Washington
$4.54M +$95.5K +548 +2%
PG
3138
Prostatis Group
Maryland
$4.54M +$1.8M +10,333 +74%
PSP
3139
Pacific Sage Partners
Washington
$4.53M -$15.3K -88 -0.4%
IFPL
3140
Investments & Financial Planning LLC
Kentucky
$4.52M +$2.96K +17 +0.1%
PPW
3141
Pasadena Private Wealth
California
$4.52M +$578K +3,316 +16%
BWAM
3142
Boyd Watterson Asset Management
Ohio
$4.51M -$523K -3,000 -11%
SL
3143
Sentinus LLC
Illinois
$4.51M +$558K +3,204 +15%
ECP
3144
Elemental Capital Partners
California
$4.51M +$4.21M +24,150 New
EMAM
3145
Encompass More Asset Management
California
$4.51M -$86.6K -497 -2%
AIFS
3146
A&I Financial Services
Colorado
$4.5M – – –
SA
3147
SoundView Advisors
Washington
$4.5M -$429K -2,460 -9%
RFN
3148
Redwood Financial Network
Ohio
$4.5M -$284K -1,628 -6%
BCP
3149
Blue Chip Partners
Michigan
$4.49M +$150K +862 +4%
HHAM
3150
HITE Hedge Asset Management
Massachusetts
$4.48M -$9.76M -56,018 -70%
124 125
126
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