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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1276
Pin Oak Investment Advisors
Texas
$242K – – –
ERIM
1277
Eagle Ridge Investment Management
Connecticut
$241K – – –
SIM
1278
Sentry Investment Management
Wisconsin
$241K -$11.8K -115 -5%
HA
1279
Helium Advisors
Washington
$240K +$245K +2,395 New
MTC
1280
Matrix Trust Company
Colorado
$240K +$212K +2,073 +650%
WI
1281
Westbourne Investments
Virginia
$240K +$244K +2,387 New
RAG
1282
RIA Advisory Group
Iowa
$239K +$244K +2,382 New
CFGW
1283
Chancellor Financial Group WB
Pennsylvania
$239K +$243K +2,379 New
FPGK
1284
Financial Partners Group (Kansas)
Kansas
$239K +$614 +6 +0.3%
PWA
1285
Physician Wealth Advisors
Utah
$238K – – –
MWM
1286
Manske Wealth Management
Texas
$238K +$243K +2,374 New
MFG
1287
Magnus Financial Group
New York
$238K +$102 +1 +0%
CCA
1288
Childress Capital Advisors
Texas
$238K +$3.99K +39 +2%
BW
1289
BIP Wealth
Georgia
$238K +$242K +2,369 New
GSC
1290
Ground Swell Capital
South Carolina
$237K +$242K +2,364 New
RWM
1291
Ritholtz Wealth Management
New York
$237K +$10.8K +106 +5%
C
1292
Certuity
Florida
$237K +$14.9K +146 +7%
PFPT
1293
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K – – –
TWP
1294
Triad Wealth Partners
Kansas
$235K +$239K +2,337 New
ITIM
1295
Indiana Trust & Investment Management
Indiana
$234K – – –
HPIA
1296
Hamilton Point Investment Advisors
North Carolina
$234K – – –
DSC
1297
Duncker Streett & Co
Missouri
$234K – – –
PP
1298
PDS Planning
Ohio
$234K +$6.65K +65 +3%
EB
1299
Emprise Bank
Kansas
$234K – – –
CWM
1300
Connecticut Wealth Management
Connecticut
$234K +$1.64K +16 +0.7%
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