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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2801
Clear Creek Financial Management
Washington
$733K +$86.5K +351 +14%
MIP
2802
Marietta Investment Partners
Wisconsin
$733K +$3.94K +16 +0.6%
PCWA
2803
Pacific Capital Wealth Advisors
California
$732K – – –
FCA
2804
FLC Capital Advisors
California
$732K +$117K +474 +20%
HTIM
2805
Harbour Trust & Investment Management
Indiana
$732K +$693K +2,810 New
ACP
2806
Aveo Capital Partners
Colorado
$730K +$57.9K +235 +9%
BOPW
2807
Brandywine Oak Private Wealth
Pennsylvania
$728K +$8.13K +33 +1%
KCM
2808
Kanawha Capital Management
Virginia
$727K -$14.5K -59 -2%
CPA
2809
Court Place Advisors
Maryland
$724K – – –
ERWM
2810
Elk River Wealth Management
Colorado
$724K -$99.3K -403 -13%
RWI
2811
Red Wave Investments
Pennsylvania
$723K +$2.22K +9 +0.3%
SWA
2812
SOA Wealth Advisors
New York
$722K -$31.3K -127 -4%
IP
2813
Ignite Planners
California
$719K -$1.01M -4,085 -60%
WCM
2814
Wedge Capital Management
North Carolina
$719K – – –
ACM
2815
Avalon Capital Management
California
$719K +$205K +830 +43%
HC
2816
Hamilton Capital
Ohio
$716K +$3.45K +14 +0.5%
OPWM
2817
Oakwell Private Wealth Management
Texas
$716K +$86.8K +352 +15%
NWA
2818
New World Advisors
Massachusetts
$714K +$28.3K +115 +4%
CAM
2819
Campion Asset Management
Virginia
$711K +$9.86K +40 +1%
CIP
2820
Convergence Investment Partners
Florida
$709K -$236K -958 -26%
BWA
2821
BlueChip Wealth Advisors
Georgia
$704K +$666K +2,704 New
BWM
2822
Blossom Wealth Management
California
$703K +$38.7K +157 +6%
MSG
2823
Main Street Group
Virginia
$701K +$664K +2,693 New
TFIPS
2824
Towarzystwo Funduszy Inwestycyjnych PZU SA
$701K +$664K +2,693 New
CT
2825
ClearAlpha Technologies
Connecticut
$699K +$662K +2,686 New
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