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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1301
FormulaFolio Investments
Michigan
$259K – – –
BO
1302
BRR OpCo
Ohio
$259K +$256K +3,078 New
KFP
1303
KMG Fiduciary Partners
Ohio
$258K +$255K +3,066 New
MOS
1304
MGO One Seven
Ohio
$257K +$32.8K +394 +15%
BOPW
1305
Brandywine Oak Private Wealth
Pennsylvania
$254K +$252K +3,023 New
RSS
1306
Rosenblum Silverman Sutton
California
$253K -$5.97M -71,647 -93%
CII
1307
Capital International Inc
California
$253K +$12.2K +147 +5%
CWM
1308
Circle Wealth Management
New Jersey
$253K +$250K +3,004 New
WKWM
1309
Walter & Keenan Wealth Management
Indiana
$252K – – –
ACM
1310
AlphaCrest Capital Management
New York
$252K +$250K +3,000 New
CA
1311
Cambridge Advisors
Nebraska
$251K – – –
NNP
1312
Nachman Norwood & Parrott
South Carolina
$250K +$248K +2,974 New
BAM
1313
Berkshire Asset Management
Pennsylvania
$249K -$2.75K -33 -1%
KCPG
1314
Kavar Capital Partners Group
Kansas
$246K -$5.41K -65 -2%
APP
1315
Avantax Planning Partners
Iowa
$246K +$163K +1,952 +200%
AW
1316
Alpha Windward
Massachusetts
$245K -$22.9K -275 -9%
AI
1317
Accredited Investors
Minnesota
$245K +$242K +2,911 New
SDWIA
1318
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$244K +$242K +2,900 New
RIA
1319
Regal Investment Advisors
Michigan
$243K +$36.2K +435 +18%
SAS
1320
Stelac Advisory Services
New York
$239K -$1.44M -17,280 -86%
IGGA
1321
Iron Gate Global Advisors
Utah
$239K – – –
TFS
1322
TrustCore Financial Services
Tennessee
$237K -$21.1K -253 -8%
FMTC
1323
Farmers & Merchants Trust Company
California
$235K +$233K +2,792 New
VC
1324
Vicus Capital
Pennsylvania
$234K -$6.66K -80 -3%
GW
1325
GW & Wade
Massachusetts
$234K +$7.16K +86 +3%
51 52
53
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