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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1276
SS&H Financial Advisors
Michigan
$265K +$265K +2,320 New
HCP
1277
Hexagon Capital Partners
Arkansas
$264K +$25.6K +224 +11%
CAP
1278
Cordoba Advisory Partners
New York
$263K +$263K +2,306 New
ATFA
1279
All Terrain Financial Advisors
Minnesota
$263K – – –
EPW
1280
Evolve Private Wealth
California
$263K -$227K -1,989 -46%
ACM
1281
Aspen Capital Management
Idaho
$263K – – –
CCMG
1282
Clark Capital Management Group
Pennsylvania
$262K +$2.05K +18 +0.8%
RA
1283
Riverstone Advisors
Texas
$262K -$171K -1,500 -40%
GAM
1284
Gemmer Asset Management
California
$259K – – –
EWA
1285
Eagle Wealth Advisors
Connecticut
$258K +$39.4K +345 +18%
MAWA
1286
Moss Adams Wealth Advisors
Washington
$257K +$12.4K +109 +5%
CWWM
1287
Clear Wave Wealth Management
New Jersey
$256K +$14.3K +125 +6%
NAS
1288
NWF Advisory Services
California
$255K – – –
APP
1289
Avantax Planning Partners
Iowa
$254K +$44.3K +388 +21%
JIC
1290
Joel Isaacson & Co
New York
$254K +$254K +2,226 New
IPAM
1291
Investment Partners Asset Management
New Jersey
$254K +$571 +5 +0.2%
JC
1292
Jacobs & Co
California
$254K – – –
CFP
1293
Cypress Financial Planning
New Jersey
$253K -$114 -1 -0%
AWM
1294
Ariadne Wealth Management
California
$253K +$252K +2,212 New
BWP
1295
BSW Wealth Partners
Colorado
$252K +$37.4K +328 +17%
SCM
1296
Saxony Capital Management
Missouri
$252K -$108K -950 -30%
ACS
1297
Archford Capital Strategies
Illinois
$251K – – –
FMB
1298
Field & Main Bank
Kentucky
$250K +$250K +2,190 New
TCWA
1299
Turtle Creek Wealth Advisors
Texas
$250K +$249K +2,186 New
EFG
1300
Embree Financial Group
Illinois
$249K +$10.3K +90 +4%
50 51
52
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