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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Manske Wealth Management
Texas
$427K -$26.9K -305 -6%
JFGLC
1027
Johnson Financial Group LLC (Colorado)
Colorado
$426K +$38.7K +439 +10%
SN
1028
Sittner & Nelson
Oregon
$426K – – –
SWM
1029
Selective Wealth Management
Virginia
$426K -$88 -1 -0%
PL
1030
Perpetual Ltd
Australia
$426K – – –
GPWA
1031
Gaddis Premier Wealth Advisors
Oklahoma
$425K +$8.02K +91 +2%
TPCW
1032
TD Private Client Wealth
New York
$423K -$2.91K -33 -0.7%
SEIA
1033
Signature Estate & Investment Advisors
California
$422K -$17.3K -196 -4%
ALAM
1034
Asahi Life Asset Management
Japan
$420K +$425K +4,830 New
BP
1035
Ballentine Partners
Massachusetts
$416K +$53.2K +604 +14%
DDC
1036
DF Dent & Co
Maryland
$416K – – –
HCP
1037
Hexagon Capital Partners
Arkansas
$415K -$27.3K -310 -6%
RWP
1038
Revolve Wealth Partners
New Jersey
$410K -$69K -783 -14%
MIM
1039
Marco Investment Management
Georgia
$410K – – –
IFU
1040
iSAM Funds (UK)
United Kingdom
$409K +$414K +4,700 New
BWM
1041
BankPlus Wealth Management
Mississippi
$406K +$3.26K +37 +0.8%
AWM
1042
Accurate Wealth Management
Florida
$406K +$141K +1,602 +55%
SCA
1043
Sippican Capital Advisors
Massachusetts
$405K +$5.29K +60 +1%
NC
1044
NovaPoint Capital
Georgia
$403K +$408K +4,630 New
DIM
1045
Delta Investment Management
California
$402K – – –
CCG
1046
Chatham Capital Group
Georgia
$401K – – –
SW
1047
Simplicity Wealth
New Jersey
$399K +$120K +1,367 +42%
TGIA
1048
Torrey Growth & Income Advisors
California
$399K +$12.9K +147 +3%
BM
1049
Berman McAleer
Maryland
$398K – – –
MFP
1050
Meridian Financial Partners
Virginia
$398K -$12.9K -147 -3%
40 41
42
43 44