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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2376
Bedel Financial Consulting
Indiana
$316K +$3.52K +240 +1%
PFA
2377
Pathway Financial Advisors
Vermont
$315K -$4.99K -340 -2%
WSWA
2378
Warren Street Wealth Advisors
California
$314K +$315K +21,510 New
AC
2379
ASB Consultores
Florida
$314K -$30.8K -2,100 -9%
SPWM
2380
Straight Path Wealth Management
Michigan
$314K – – –
SPWG
2381
Syntegra Private Wealth Group
Missouri
$314K +$315K +21,500 New
WIA
2382
World Investment Advisors
California
$314K -$35.1K -2,390 -10%
SQA
2383
Simon Quick Advisors
New Jersey
$313K +$314K +21,410 New
JC
2384
JB Capital
Connecticut
$312K +$67.6K +4,610 +27%
PBC
2385
Pavion Blue Capital
California
$312K – – –
RFP
2386
Roth Financial Partners
Texas
$312K – – –
HC
2387
Hamilton Capital
Ohio
$312K +$313K +21,320 New
IMOV
2388
Investment Management of Virginia
Virginia
$311K – – –
BONH
2389
Bank of New Hampshire
New Hampshire
$311K -$71.9K -4,900 -19%
SWIM
2390
Smallwood Wealth Investment Management
New Jersey
$311K +$440 +30 +0.1%
DIP
2391
DT Investment Partners
Pennsylvania
$310K +$156K +10,630 +100%
BCP
2392
Berkeley Capital Partners
Georgia
$310K +$17.7K +1,210 +6%
HPIA
2393
Hamilton Point Investment Advisors
North Carolina
$310K +$311K +21,190 New
PFMU
2394
Privium Fund Management (UK)
United Kingdom
$308K +$309K +21,070 New
DOA
2395
D'Orazio & Associates
Virginia
$307K +$22.7K +1,550 +8%
FCM
2396
Fourpath Capital Management
Oklahoma
$307K -$20.8K -1,420 -6%
CM
2397
Caption Management
Oklahoma
$307K +$254K +17,290 +466%
KFA
2398
Kapstone Financial Advisors
Ohio
$307K +$207K +14,120 New
PWM
2399
Palumbo Wealth Management
New York
$306K – – –
SA
2400
Shilanski & Associates
Alaska
$306K -$65.6K -4,470 -18%
94 95
96
97 98