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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
4326
Great Point Wealth Advisors
Massachusetts
$330K +$321K +2,719 New
VBFG
4327
Vishria Bird Financial Group
Tennessee
$329K – – –
BHWM
4328
Bay Harbor Wealth Management
Maryland
$329K +$72.9K +617 +30%
OR
4329
Olympiad Research
Connecticut
$328K +$319K +2,704 New
EIA
4330
Eldridge Investment Advisors
New Hampshire
$328K – – –
NFGCM
4331
Norman Fields Gottscho Capital Management
New York
$328K – – –
GIP
4332
Greatmark Investment Partners
Georgia
$328K -$59.1K -500 -16%
SRSA
4333
S.R. Schill & Associates
Washington
$327K -$1.91M -16,149 -86%
MFC
4334
Morris Financial Concepts
South Carolina
$327K +$56.2K +476 +21%
CWM
4335
Core Wealth Management
Florida
$326K – – –
LGWM
4336
Litman Gregory Wealth Management
California
$326K +$317K +2,685 New
CFO
4337
Custos Family Office
Texas
$326K -$110K -929 -26%
DWS
4338
Dynamic Wealth Strategies
California
$325K +$36.9K +312 +13%
TCM
4339
Twele Capital Management
Minnesota
$324K – – –
EWM
4340
Echo Wealth Management
Minnesota
$321K +$40.3K +341 +16%
AA
4341
Alesco Advisors
New York
$319K -$2.72K -23 -0.9%
JF
4342
Joule Financial
Kentucky
$318K -$67.4K -571 -18%
RIG
4343
Ramiah Investment Group
Wisconsin
$318K +$80.9K +685 +35%
LSC
4344
Lesa Sroufe & Co
Washington
$317K -$37K -313 -11%
CIAS
4345
CBIZ Investment Advisory Services
Ohio
$317K +$59.8K +506 +24%
RG
4346
Renaissance Group
Kentucky
$316K – – –
FPIS
4347
Financial Planning & Information Services
Wisconsin
$315K +$36.9K +312 +14%
PCMK
4348
Paragon Capital Management (Kansas)
Kansas
$315K +$58.7K +497 +24%
QWM
4349
Quaker Wealth Management
New Jersey
$314K +$305K +2,586 New
UWM
4350
USAdvisors Wealth Management
Minnesota
$314K +$94.7K +802 +45%
172 173
174
175 176