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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2151
Ashford Capital Management
Delaware
$234K +$24.5K +1,324 +11%
FMN
2152
Financial Management Network
California
$234K +$237K +12,835 New
BONST
2153
Bank of Nova Scotia Trust
Ontario, Canada
$234K +$243K +13,109 New
KWM
2154
Kaydan Wealth Management
Michigan
$233K -$8.36K -452 -3%
SBL
2155
Sargent Bickham Lagudis
Colorado
$233K -$3.88K -210 -2%
NCM
2156
Northside Capital Management
Oregon
$233K – – –
GFP
2157
Gryphon Financial Partners
Ohio
$233K +$241K +13,047 New
JF
2158
Jump Financial
Illinois
$233K +$241K +13,049 New
AF
2159
AtlasMark Financial
Texas
$233K – – –
VFP
2160
Verus Financial Partners
Virginia
$232K -$20.2K -1,091 -7%
GWM
2161
Greenwich Wealth Management
Connecticut
$232K +$241K +13,022 New
WOSD
2162
WFA of San Diego
California
$231K -$307K -16,567 -56%
RWP
2163
Revolve Wealth Partners
New Jersey
$231K -$11K -596 -4%
SIM
2164
SSI Investment Management
California
$230K -$12.8K -691 -5%
HFAS
2165
Hummer Financial Advisory Services
Illinois
$230K +$13.1K +707 +6%
LWMNY
2166
Landmark Wealth Management (New York)
New York
$229K -$17K -919 -7%
PIM
2167
Provident Investment Management
Michigan
$229K – – –
BPWM
2168
Badgley Phelps Wealth Managers
Washington
$229K +$14K +755 +6%
RFA
2169
Resurgent Financial Advisors
Georgia
$229K +$30K +1,621 +14%
RTS
2170
Round Table Services
New Jersey
$229K +$238K +12,847 New
CF
2171
Corrigan Financial
Rhode Island
$228K +$31.2K +1,685 +15%
UWM
2172
USAdvisors Wealth Management
Minnesota
$228K -$129K -6,949 -35%
BSA
2173
Bull Street Advisors
Georgia
$228K – – –
HI
2174
Hoey Investments
Pennsylvania
$228K +$24.5K +1,324 +12%
WAM
2175
Worth Asset Management
Texas
$228K +$282K +15,249 New
85 86
87
88 89