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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2226
Wealth Advisors
California
$401K +$417K +6,920 New
KP
2227
Keel Point
Alabama
$400K -$9.47K -157 -2%
JHP
2228
James Hambro & Partners
United Kingdom
$399K +$56.8K +942 +17%
ER
2229
Enlightenment Research
Florida
$399K +$392K +6,500 New
CIAS
2230
CBIZ Investment Advisory Services
Ohio
$398K – – –
TPW
2231
Tiller Private Wealth
Pennsylvania
$395K +$124K +2,055 +47%
VCM
2232
Versant Capital Management
Arizona
$393K -$30.9K -512 -7%
PP
2233
PDS Planning
Ohio
$393K -$5.19K -86 -1%
CF
2234
Corrigan Financial
Rhode Island
$392K +$9.17K +152 +2%
VFP
2235
Verus Financial Partners
Virginia
$390K -$9.59K -159 -2%
MMM
2236
Mendel Money Management
Illinois
$390K – – –
PIA
2237
Powell Investment Advisors
Florida
$390K +$383K +6,357 New
CCM
2238
Condor Capital Management
New Jersey
$387K -$5.31K -88 -1%
LIA
2239
LBMC Investment Advisors
Tennessee
$386K -$313K -5,196 -45%
SA
2240
Sicart Associates
New York
$386K -$8.93K -148 -2%
BBWA
2241
Bell & Brown Wealth Advisors
California
$385K -$95.5K -1,584 -20%
MPW
2242
Monterey Private Wealth
California
$385K +$378K +6,273 New
GWM
2243
GSB Wealth Management
Connecticut
$384K – – –
CWC
2244
Carolinas Wealth Consulting
North Carolina
$383K +$383K +6,349 New
ZCM
2245
Zebra Capital Management
Connecticut
$382K +$62.1K +1,029 +20%
PCM
2246
Poehling Capital Management
Wisconsin
$381K +$7.84K +130 +2%
SCM
2247
Stellar Capital Management
Arizona
$380K – – –
SFG
2248
Sunburst Financial Group
Alabama
$379K +$372K +6,168 New
TW
2249
Towerpoint Wealth
California
$378K +$8.63K +143 +2%
GAB
2250
German American Bancorp
Indiana
$377K – – –
88 89
90
91 92