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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2101
Joule Financial
Kentucky
$334K +$405K +1,485 New
GFPC
2102
Global Financial Private Client
Florida
$333K +$23.7K +87 +6%
BWM
2103
BCGM Wealth Management
Indiana
$333K -$819 -3 -0.3%
ANHIM
2104
Alan N. Hoffman Investment Management
Massachusetts
$333K – – –
VCP
2105
Vista Capital Partners
Oregon
$333K +$8.19K +30 +2%
FPGK
2106
Financial Partners Group (Kansas)
Kansas
$332K +$114K +417 +39%
WA
2107
Waverly Advisors
Alabama
$332K +$127K +465 +46%
CWA
2108
CJM Wealth Advisers
Virginia
$332K +$22.9K +84 +6%
PCA
2109
Pallas Capital Advisors
Massachusetts
$330K -$10.6K -39 -3%
RBCM
2110
Raub Brock Capital Management
California
$330K – – –
MAM
2111
McLean Asset Management
Virginia
$330K +$95.8K +351 +33%
SHFA
2112
SS&H Financial Advisors
Michigan
$330K +$164K +600 +69%
JFGLC
2113
Johnson Financial Group LLC (Colorado)
Colorado
$329K – – –
FMC
2114
First Merchants Corp
Indiana
$327K -$205K -750 -34%
SFWA
2115
Summit Financial Wealth Advisors
Louisiana
$327K +$14.7K +54 +5%
RFWA
2116
RPg Family Wealth Advisory
Massachusetts
$326K -$8.19K -30 -2%
WPP
2117
Whalerock Point Partners
Rhode Island
$326K +$18.8K +69 +5%
SC
2118
Stephens Consulting
Michigan
$326K +$82.7K +303 +26%
CAG
2119
Curtis Advisory Group
California
$325K +$4.09K +15 +1%
DE
2120
Day & Ennis
Georgia
$325K +$40.9K +150 +12%
EP
2121
EPIQ Partners
Minnesota
$324K +$9.83K +36 +3%
TF
2122
Tompkins Financial
New York
$324K +$30.3K +111 +8%
BWM
2123
BlackDiamond Wealth Management
New York
$324K +$129K +474 +57%
OFW
2124
Omnia Family Wealth
Florida
$323K -$31.1K -114 -7%
WA
2125
Wealthstream Advisors
New York
$323K -$27K -99 -6%
83 84
85
86 87