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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
4051
Logan Capital Management
Pennsylvania
$218K – – –
SIMG
4052
Stephens Investment Management Group
Texas
$218K +$215K +485 New
FM
4053
Foster & Motley
Ohio
$218K -$77.6K -175 -27%
HPIA
4054
Hamilton Point Investment Advisors
North Carolina
$218K +$6.65K +15 +3%
CC
4055
Citrine Capital
California
$217K +$7.09K +16 +3%
A
4056
Alongside
Texas
$217K +$214K +483 New
TF
4057
Tudor Financial
Ohio
$217K +$7.54K +17 +4%
PPA
4058
Painted Porch Advisors
California
$216K -$211K -475 -50%
ACM
4059
Absolute Capital Management
Pennsylvania
$216K +$443 +1 +0.2%
FWM
4060
FFT Wealth Management
Pennsylvania
$216K -$134K -302 -39%
HFS
4061
Hughes Financial Services
Virginia
$215K -$5.32K -12 -2%
CBT
4062
Crews Bank & Trust
Florida
$215K +$38.1K +86 +22%
FWM
4063
FLP Wealth Management
Arkansas
$215K +$212K +479 New
FFA
4064
Frazier Financial Advisors
Ohio
$215K -$22.6K -51 -10%
DC
4065
Dahring Cusmano
Michigan
$215K +$887 +2 +0.4%
WP
4066
WealthSpring Partners
California
$215K +$211K +477 New
GF
4067
Goodman Financial
Texas
$214K +$9.31K +21 +5%
PPWM
4068
PFG Private Wealth Management
Florida
$213K -$3.13M -7,056 -94%
TFG
4069
Team Financial Group
California
$213K +$28.8K +65 +16%
DA
4070
Dougherty & Associates
Florida
$213K +$210K +473 New
TWA
4071
Talisman Wealth Advisors
New Jersey
$212K +$209K +471 New
CWP
4072
Corepath Wealth Partners
Arizona
$212K +$210K +473 New
EIM
4073
Essex Investment Management
Massachusetts
$212K – – –
WWA
4074
Wingate Wealth Advisors
Massachusetts
$212K +$209K +471 New
GCWM
4075
Graham Capital Wealth Management
District of Columbia
$211K -$2.22K -5 -1%
161 162
163
164 165