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Name Holding Trade Value Shares
Change 		Change in
Stake
ASA
1326
Armstrong Shaw Associates
Connecticut
$491K – – –
PFS
1327
Physicians Financial Services
North Carolina
$491K -$303K -3,783 -35%
CWS
1328
Confluence Wealth Services
Pennsylvania
$490K -$15.2K -190 -3%
AWP
1329
Accretive Wealth Partners
New Jersey
$487K +$17.8K +223 +3%
SSWM
1330
Sheets Smith Wealth Management
North Carolina
$487K -$467K -5,839 -46%
HIM
1331
Hillsdale Investment Management
Ontario, Canada
$487K +$541K +6,760 +9,135%
AWM
1332
Aberdeen Wealth Management
Illinois
$486K -$8K -100 -1%
WP
1333
WMS Partners
Maryland
$485K -$400K -4,995 -42%
FG
1334
Fiduciary Group
Georgia
$483K -$811K -10,136 -60%
BIA
1335
Bigelow Investment Advisors
Maine
$480K -$3.76K -47 -0.7%
KOC
1336
Koss-Olinger Consulting
Florida
$480K +$16K +200 +3%
APP
1337
Avantax Planning Partners
Iowa
$478K +$18.5K +231 +4%
PFSC
1338
Peoples Financial Services Corp
Pennsylvania
$478K -$6K -75 -1%
GW
1339
GW & Wade
Massachusetts
$477K -$264K -3,295 -33%
BFG
1340
Berger Financial Group
Minnesota
$476K -$47.9K -598 -8%
FMLI
1341
Fukoku Mutual Life Insurance
Japan
$474K -$423K -5,290 -44%
RWM
1342
Ritholtz Wealth Management
New York
$474K -$981K -12,251 -65%
CIP
1343
Convergence Investment Partners
Florida
$474K +$329K +4,113 +162%
JF
1344
Joule Financial
Kentucky
$473K -$72.8K -910 -12%
GLA
1345
Good Life Advisors
Pennsylvania
$473K -$1.46M -18,275 -73%
FFA
1346
First Foundation Advisors
California
$472K -$135K -1,684 -20%
TCCM
1347
Timber Creek Capital Management
Massachusetts
$472K – – –
AWA
1348
Arete Wealth Advisors
Illinois
$471K +$38.2K +477 +8%
CFG
1349
Carr Financial Group
Massachusetts
$467K +$525K +6,554 New
XT
1350
XTX Topco
Cayman Islands
$466K -$117K -1,468 -18%
52 53
54
55 56