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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2301
Independent Solutions Wealth Management
New York
$364K -$20.6K -66 -6%
WA
2302
Waverly Advisors
Alabama
$364K -$6.54K -21 -2%
TC
2303
Trilogy Capital
California
$363K -$380K -1,221 -55%
CPA
2304
Capital Performance Advisors
California
$363K +$25.2K +81 +9%
JGIA
2305
Jackson Grant Investment Advisers
Connecticut
$363K +$315K +1,011 New
BTIM
2306
BancFirst Trust & Investment Management
Oklahoma
$361K – – –
CA
2307
Cornerstone Advisory
Maryland
$359K -$105K -336 -25%
TCM
2308
Triumph Capital Management
Colorado
$358K +$116K +372 +60%
PMFA
2309
Plante Moran Financial Advisors
Michigan
$357K -$117K -375 -27%
TFCP
2310
Twin Focus Capital Partners
Massachusetts
$357K +$18.7K +60 +6%
AMG
2311
Advisors Management Group
Wisconsin
$357K +$42K +135 +16%
HWA
2312
Heritage Wealth Advisors
Virginia
$357K +$155K +498 +101%
HNW
2313
High Note Wealth
Minnesota
$356K – – –
BIA
2314
Bigelow Investment Advisors
Maine
$356K +$308K +990 New
CWA
2315
Consilium Wealth Advisory
Texas
$355K -$91.6K -294 -23%
FWM
2316
Fortress Wealth Management
California
$355K – – –
AWC
2317
Adamsbrown Wealth Consultants
Kansas
$355K +$8.41K +27 +3%
CFA
2318
Camarda Financial Advisors
Florida
$355K +$307K +987 New
HTC
2319
Haverford Trust Company
Pennsylvania
$352K -$150K -480 -33%
MAWCM
2320
Mine & Arao Wealth Creation & Management
California
$352K – – –
TA
2321
TKG Advisors
Indiana
$351K – – –
HCM
2322
HGI Capital Management
New York
$351K +$6.54K +21 +2%
WMA
2323
Wealth Management Associates
New Jersey
$350K +$67.3K +216 +28%
WCM
2324
Windsor Capital Management
Arizona
$350K -$46.7K -150 -13%
FDCC
2325
Foster Dykema Cabot & Co
Massachusetts
$350K – – –
91 92
93
94 95