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Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
1226
Planning Center Inc
Illinois
$274K – – –
IFWM
1227
Institute for Wealth Management
Colorado
$274K +$9.09K +48 +3%
AWA
1228
AGH Wealth Advisors
Kansas
$273K -$2.27K -12 -0.7%
QFA
1229
Quantum Financial Advisors
California
$273K -$379 -2 -0.1%
LCAM
1230
London & Capital Asset Management
United Kingdom
$272K +$11.6K +61 +4%
FC
1231
Farringdon Capital
United Kingdom
$271K -$1.64M -8,655 -84%
JCM
1232
Jacobi Capital Management
Pennsylvania
$269K -$57.2K -302 -16%
CF
1233
Convergence Financial
Missouri
$269K -$737K -3,891 -71%
PTP
1234
Platform Technology Partners
New York
$267K +$7.95K +42 +3%
WLPWM
1235
Walled Lake Planning & Wealth Management
Illinois
$266K +$1.32K +7 +0.4%
NRC
1236
New Republic Capital
North Carolina
$265K +$72.9K +385 +32%
PWP
1237
Phillips Wealth Planners
Mississippi
$263K -$214K -1,131 -44%
EFG
1238
Everhart Financial Group
Ohio
$263K -$75.5K -399 -20%
WCCM
1239
Willow Creek Capital Management
Montana
$263K +$297K +1,567 New
KP
1240
Keel Point
Alabama
$262K +$85.2K +450 +40%
SAM
1241
Sagewood Asset Management
New York
$261K -$45.8K -242 -13%
SP
1242
Stonebrook Private
Michigan
$261K +$96.4K +509 +49%
PWP
1243
Perfromance Wealth Partners
Illinois
$261K +$4.54K +24 +2%
MP
1244
McDonald Partners
Ohio
$261K +$28.4K +150 +11%
NB
1245
NBT Bank
New York
$261K -$1.51K -8 -0.5%
SPC
1246
Spirepoint Private Client
Florida
$260K – – –
BW
1247
Blalock Williams
Alabama
$259K +$3.6K +19 +1%
RL
1248
Rogco LP
Oklahoma
$259K – – –
KAM
1249
Knightsbridge Asset Management
California
$259K +$292K +1,542 New
SWA
1250
Sax Wealth Advisors
New Jersey
$258K +$233K +1,229 New
48 49
50
51 52