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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
5251
Ackerman Capital Advisors
Texas
$247K – – –
HFS
5252
Hopwood Financial Services
Virginia
$247K +$3.49K +20 +2%
HWM
5253
Horizons Wealth Management
North Carolina
$246K – – –
SC
5254
Stephenson & Company
California
$246K – – –
BIM
5255
Breakwater Investment Management
Washington
$244K +$30.9K +177 +16%
AFTS
5256
American Financial & Tax Strategies
New York
$241K -$697K -4,001 -76%
DMKJ
5257
David M. Knott Jr
$239K – – –
RFP
5258
RCS Financial Planning
Maryland
$238K – – –
WFM
5259
Wolff Financial Management
Michigan
$238K – – –
PWA
5260
Principia Wealth Advisory
Texas
$236K +$21.3K +122 +11%
TCFP
5261
Treasure Coast Financial Planning
Florida
$236K +$221K +1,265 New
EU
5262
Emory University
Georgia
$236K -$325K -1,866 -60%
MWM
5263
Meritas Wealth Management
California
$236K -$16.6K -95 -7%
CI
5264
Cordant Inc
Oregon
$233K +$216K +1,240 +12,400%
CFS
5265
CGC Financial Services
Oregon
$233K – – –
BEAM
5266
Baker Ellis Asset Management
Washington
$233K +$218K +1,250 New
BFS
5267
Beacon Financial Strategies
North Carolina
$233K +$218K +1,250 New
IPW
5268
Inlet Private Wealth
Florida
$233K +$218K +1,248 New
APW
5269
Atlantic Private Wealth
North Carolina
$231K -$26.1K -150 -11%
FEG
5270
Fund Evaluation Group
Ohio
$228K +$213K +1,220 New
WS
5271
Wela Strategies
Georgia
$226K +$211K +1,213 New
PFA
5272
Presper Financial Architects
Ohio
$226K +$211K +1,212 New
AG
5273
Advocate Group
Minnesota
$225K +$210K +1,204 New
FWM
5274
Forza Wealth Management
Florida
$224K +$209K +1,200 New
SC
5275
Searle & Co
Connecticut
$224K -$26.1K -150 -11%
209 210
211
212 213