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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2526
Bedel Financial Consulting
Indiana
$511K +$2.24K +11 +0.4%
PWA
2527
Primoris Wealth Advisors
Florida
$506K – – –
SWA
2528
SOA Wealth Advisors
New York
$506K +$30.5K +150 +6%
WCP
2529
Wick Capital Partners
Pennsylvania
$505K – – –
WCM
2530
Wedge Capital Management
North Carolina
$505K +$3.26K +16 +0.6%
SIC
2531
Samalin Investment Counsel
New York
$504K -$7.53K -37 -1%
SWM
2532
Salvus Wealth Management
New Jersey
$504K +$7.12K +35 +1%
AA
2533
Advisory Alpha
Michigan
$503K +$157K +770 +37%
QT
2534
Quantamental Technologies
New York
$503K +$576K +2,833 New
SHWM
2535
Smith & Howard Wealth Management
Georgia
$502K +$34.6K +170 +6%
KC
2536
Knuff & Co
California
$501K -$6.11K -30 -1%
FAM
2537
Formidable Asset Management
Ohio
$501K – – –
CIEP
2538
Constellation Investimentos e Participacoes
Brazil
$500K -$195K -957 -25%
SPC
2539
Stewart & Patten Company
California
$500K – – –
TPW
2540
Transatlantique Private Wealth
New York
$499K +$22.6K +111 +4%
CPA
2541
Court Place Advisors
Maryland
$498K -$10.2K -50 -2%
MIM
2542
MTM Investment Management
South Carolina
$498K +$41.7K +205 +8%
MCA
2543
MSH Capital Advisors
Arizona
$497K -$19.9K -98 -3%
BCM
2544
Bienville Capital Management
New York
$497K -$45.8K -225 -7%
LIG
2545
Lokken Investment Group
Delaware
$496K -$14.2K -70 -2%
HWA
2546
Heartwood Wealth Advisors
Virginia
$495K -$67.4K -331 -11%
GC
2547
Garde Capital
Washington
$495K -$16.7K -82 -3%
ERWM
2548
Elk River Wealth Management
Colorado
$493K +$8.95K +44 +2%
KCM
2549
Kanawha Capital Management
Virginia
$492K +$182K +896 +48%
BFWA
2550
Benchmark Financial Wealth Advisors
Florida
$491K -$22K -108 -4%
100 101
102
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