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Name Holding Trade Value Shares
Change 		Change in
Stake
JSP
876
Jackson Square Partners
California
$385K – – –
SF
877
Symphony Financial
Texas
$384K +$14.8K +120 +5%
ARG
878
Advisory Resource Group
Oklahoma
$384K +$39.4K +320 +14%
FCA
879
FinTrust Capital Advisors
South Carolina
$383K -$3.7K -30 -1%
BFS
880
Bard Financial Services
Connecticut
$380K – – –
SS
881
Simplicity Solutions
Minnesota
$380K +$29.6K +240 +10%
TBA
882
Tower Bridge Advisors
Pennsylvania
$380K +$320K +2,600 New
BCM
883
BTC Capital Management
Iowa
$379K -$85K -690 -21%
SBWIC
884
Schaper Benz & Wise Investment Counsel
Wisconsin
$378K – – –
WAP
885
Wealthcare Advisory Partners
Pennsylvania
$378K +$6.16K +50 +2%
AWS
886
AJ Wealth Strategies
New York
$377K -$195K -1,580 -38%
FA
887
Fiducient Advisors
Illinois
$373K – – –
4WM
888
4J Wealth Management
Virginia
$371K +$2.46K +20 +0.8%
FA
889
Financial Avengers
California
$371K +$198K +1,610 +173%
CCM
890
Covington Capital Management
California
$370K -$12.3K -100 -4%
PFO
891
Pathstone Family Office
New Jersey
$369K +$312K +2,530 New
BWP
892
BSW Wealth Partners
Colorado
$368K +$77.6K +630 +33%
PWS
893
Private Wealth Strategies
Ohio
$367K – – –
SCM
894
Southport Capital Management
Tennessee
$367K +$24.6K +200 +9%
GGS
895
Galvin Gaustad & Stein
Arizona
$365K – – –
PFA
896
Pettinga Financial Advisors
Indiana
$365K – – –
SW
897
StrongBox Wealth
Missouri
$364K +$24.6K +200 +9%
AG
898
Algert Global
California
$363K – – –
BCA
899
Bay Colony Advisors
Massachusetts
$362K +$306K +2,480 New
DC
900
Davenport & Co
Virginia
$362K +$306K +2,480 New
34 35
36
37 38