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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2776
Focused Wealth Management
New York
$261K +$84.4K +401 +48%
BSAM
2777
Blue Square Asset Management
New York
$260K +$10.5K +50 +4%
PWS
2778
Precision Wealth Strategies
Missouri
$259K +$46.7K +222 +22%
HCA
2779
Heck Capital Advisors
Wisconsin
$259K +$257K +1,222 New
CFFP
2780
Center for Financial Planning
Michigan
$256K +$6.1K +29 +2%
AWS
2781
Arkfeld Wealth Strategies
Nebraska
$255K +$2.1K +10 +0.9%
BWCS
2782
Beirne Wealth Consulting Services
Connecticut
$253K -$489K -2,325 -66%
WC
2783
Weil Company
California
$252K -$185K -880 -43%
CMO
2784
Covenant Multifamily Offices
Texas
$252K -$24.8K -118 -9%
BAM
2785
Brave Asset Management
New Jersey
$252K – – –
MCM
2786
Marathon Capital Management
Maryland
$252K – – –
ACP
2787
Aveo Capital Partners
Colorado
$252K +$250K +1,189 New
CCM
2788
Carderock Capital Management
Maryland
$252K +$251K +1,192 New
GLLW
2789
Graves Light Lenhart Wealth
Virginia
$251K +$21.7K +103 +10%
FPCP
2790
Fort Point Capital Partners
California
$249K +$2.1K +10 +0.9%
TFF
2791
The Family Firm
Maryland
$249K +$8.63K +41 +4%
MA
2792
Mosaic Advisors
Texas
$249K +$247K +1,174 New
ACM
2793
Academy Capital Management
Texas
$249K +$248K +1,180 New
VR
2794
Viridian RIA
Washington
$248K -$315K -1,495 Closed
NPT
2795
Nixon Peabody Trust
Massachusetts
$247K -$52.6K -250 -18%
YMRC
2796
Yorktown Management & Research Company
Virginia
$247K – – –
PCAP
2797
Pratt Collard Advisory Partners
New York
$246K -$28.4K -135 -10%
FBFS
2798
First Business Financial Services
Wisconsin
$246K +$245K +1,163 New
RPCA
2799
Running Point Capital Advisors
California
$244K -$5.05K -24 -2%
FM
2800
Foster & Motley
Ohio
$243K -$26.3K -125 -10%
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