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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2301
Strategic Wealth Partners
Ohio
$1.46M +$12.5K +280 +0.8%
BFA
2302
Benedict Financial Advisors
Georgia
$1.46M +$22.9K +510 +2%
PL
2303
Parthenon LLC
Kentucky
$1.46M – – –
CWP
2304
Curated Wealth Partners
California
$1.44M +$487K +10,860 +49%
BA
2305
BCM Advisors
Louisiana
$1.44M +$32.7K +730 +2%
LFS
2306
Legacy Financial Strategies
Kansas
$1.44M +$322K +7,180 +30%
KCFA
2307
Key Client Fiduciary Advisors
New Jersey
$1.44M +$100K +2,240 +7%
MWM
2308
Mattern Wealth Management
Kansas
$1.44M +$5.82K +130 +0.4%
DF
2309
Dunhill Financial
United Kingdom
$1.43M +$68.5K +1,530 +5%
BFIM
2310
Beese Fulmer Investment Management
Ohio
$1.43M +$11.2K +250 +0.8%
WA
2311
Wealth Architects
California
$1.43M +$46.1K +1,030 +3%
LL
2312
LPWM LLC
Minnesota
$1.42M +$145K +3,230 +11%
HFP
2313
Holistic Financial Partners
Indiana
$1.42M -$9.86K -220 -0.7%
CFC
2314
Coyle Financial Counsel
Illinois
$1.42M +$4.48K +100 +0.3%
NFG
2315
Norris Financial Group
South Carolina
$1.41M -$43K -960 -3%
PM
2316
Parametrica Management
Hong Kong
$1.41M +$1.45M +32,460 New
BA
2317
Ballast Advisors
Minnesota
$1.4M +$323K +7,210 +29%
LWA
2318
Lineweaver Wealth Advisors
Ohio
$1.4M +$356K +7,950 +33%
NJBEST
2319
New Jersey Better Educational Savings Trust
New Jersey
$1.4M – – –
G
2320
GenTrust
Florida
$1.4M – – –
NP
2321
Ninepoint Partners
Ontario, Canada
$1.4M – – –
VRM
2322
Vectors Research Management
New York
$1.4M -$437K -9,750 -23%
CWC
2323
Carolinas Wealth Consulting
North Carolina
$1.4M -$285K -6,350 -16%
SCM
2324
Spreng Capital Management
Ohio
$1.4M -$17.9K -400 -1%
RPC
2325
Rossmore Private Capital
Connecticut
$1.39M -$111K -2,480 -7%
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