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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2151
Smith & Howard Wealth Management
Georgia
$449K +$97.7K +1,619 +28%
DIM
2152
Delta Investment Management
California
$449K +$188K +3,122 +74%
BFG
2153
Barber Financial Group
Kansas
$447K +$15K +248 +4%
LI
2154
Lafayette Investments
Maryland
$446K -$13.8K -228 -3%
FSC
2155
Full Sail Capital
Oklahoma
$446K +$52.4K +868 +13%
CPA
2156
Capital Planning Advisors
California
$445K -$27.3K -452 -6%
SFG
2157
StrategIQ Financial Group
Indiana
$445K +$33.7K +558 +8%
AWM
2158
Aberdeen Wealth Management
Illinois
$445K +$437K +7,253 New
VCM
2159
Vivaldi Capital Management
Illinois
$444K -$121K -2,010 -22%
SWM
2160
Selective Wealth Management
Virginia
$444K -$5.97K -99 -1%
SFSIG
2161
San Francisco Sentry Investment Group
California
$444K +$3.08K +51 +0.7%
IAP
2162
Indie Asset Partners
Indiana
$444K +$436K +7,229 New
KS
2163
Karpas Strategies
Connecticut
$443K – – –
GCAC
2164
Guardian Capital Advisors (Canada)
Ontario, Canada
$443K +$9.05K +150 +2%
TI
2165
tru Independence
Oregon
$442K +$497K +8,234 New
BHWM
2166
Bay Harbor Wealth Management
Maryland
$441K +$19.2K +319 +5%
LB
2167
Legacy Bridge
Iowa
$441K +$80.8K +1,340 +23%
LRPA
2168
L. Roy Papp & Associates
Arizona
$438K +$10.6K +176 +3%
CP
2169
Cumberland Partners
Ontario, Canada
$436K +$36.5K +605 +9%
PFA
2170
Pettinga Financial Advisors
Indiana
$435K -$850K -14,086 -67%
GAM
2171
Gemmer Asset Management
California
$435K +$181 +3 +0%
RWM
2172
RKL Wealth Management
Pennsylvania
$435K +$1.51K +25 +0.4%
BMCM
2173
Bryn Mawr Capital Management
Pennsylvania
$435K +$12.2K +203 +3%
HFP
2174
Holistic Financial Partners
Indiana
$435K +$33.4K +553 +8%
TCWM
2175
Total Clarity Wealth Management
Illinois
$435K +$427K +7,082 New
85 86
87
88 89