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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2451
Fosun International
China
$245K – – –
IAS
2452
IMA Advisory Services
Colorado
$245K +$4.3K +74 +2%
RWM
2453
RBA Wealth Management
California
$243K +$238K +4,092 New
FPIS
2454
Financial Planning & Information Services
Wisconsin
$242K +$236K +4,062 New
SCA
2455
SMH Capital Advisors
Texas
$241K -$697 -12 -0.3%
HFA
2456
Hoover Financial Advisors
Pennsylvania
$241K +$68.7K +1,183 +41%
SQA
2457
Simon Quick Advisors
New Jersey
$240K -$6.68K -115 -3%
SSWG
2458
Seven Springs Wealth Group
Tennessee
$240K – – –
AWMG
2459
Alliance Wealth Management Group
New Jersey
$239K +$17.6K +303 +8%
BCM
2460
Bayesian Capital Management
New York
$238K -$58.1K -1,000 -20%
W
2461
Wealthquest
Ohio
$238K -$26.1K -449 -10%
FA
2462
Financial Advantage
Maryland
$238K -$12K -206 -5%
DCM
2463
Driehaus Capital Management
Illinois
$238K -$6.16K -106 -3%
ACA
2464
Ackerman Capital Advisors
Texas
$238K – – –
AAP
2465
Aristotle Atlantic Partners
Florida
$238K – – –
SFG
2466
Sather Financial Group
Texas
$237K – – –
CWM
2467
CCG Wealth Management
California
$237K +$231K +3,983 New
SFPG
2468
Stonebridge Financial Planning Group
Florida
$236K -$3.02K -52 -1%
RTC
2469
Riverview Trust Company
Washington
$235K -$120K -2,068 -34%
ACA
2470
Affinity Capital Advisors
California
$234K -$2.56K -44 -1%
ACM
2471
Ashford Capital Management
Delaware
$233K -$116K -2,000 -34%
AWM
2472
Aprio Wealth Management
Georgia
$233K -$5.98K -103 -3%
HCMNY
2473
Howard Capital Management (New York)
New York
$233K – – –
MHIC
2474
Marble Harbor Investment Counsel
Massachusetts
$232K – – –
PCM
2475
Poehling Capital Management
Wisconsin
$231K -$94.6K -1,628 -30%
97 98
99
100 101