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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3451
Steph & Co
Wisconsin
$2.7M -$296K -1,763 -10%
HS
3452
Horan Securities
United States
$2.69M +$133K +792 +5%
SC
3453
Stephens Consulting
Michigan
$2.69M -$95.7K -569 -4%
CSIA
3454
Conrad Siegel Investment Advisors
Pennsylvania
$2.69M +$56.5K +336 +2%
SSWG
3455
Seven Springs Wealth Group
Tennessee
$2.69M -$19.7K -117 -0.8%
FCFC
3456
First Citizens Financial Corp
Iowa
$2.69M – – –
FA
3457
Fiducient Advisors
Illinois
$2.68M +$4.88K +29 +0.2%
WFA
3458
West Financial Advisors
Iowa
$2.68M +$7.74K +46 +0.3%
MCC
3459
Malaga Cove Capital
California
$2.67M +$6.73K +40 +0.3%
GCL
3460
Gouws Capital LLC
North Carolina
$2.66M – – –
FAM
3461
Fenimore Asset Management
New York
$2.66M -$177K -1,051 -6%
MAA
3462
Mraz Amerine & Associates
California
$2.65M – – –
HAI
3463
Hennessy Advisors Inc
California
$2.65M -$1.11M -6,593 -30%
HIC
3464
Harvey Investment Company
Kentucky
$2.65M +$219K +1,300 +9%
CWM
3465
ClientFirst Wealth Management
Arkansas
$2.64M – – –
SFP
3466
Sterling Financial Planning
New Jersey
$2.63M -$342K -2,032 -12%
LWM
3467
Lionsbridge Wealth Management
Florida
$2.63M -$64.7K -385 -2%
FNBOSM
3468
First National Bank of South Miami
Florida
$2.63M -$140K -832 -5%
JHP
3469
James Hambro & Partners
United Kingdom
$2.63M -$68.1K -405 -3%
BPFA
3470
Barnes Pettey Financial Advisors
Mississippi
$2.62M +$91.5K +544 +4%
SWP
3471
Summit Wealth Partners
Florida
$2.62M +$59.4K +353 +2%
AL
3472
ADE LLC
Maryland
$2.62M -$47.6K -283 -2%
HIM
3473
Hanlon Investment Management
New Jersey
$2.61M +$809K +4,808 +47%
MRWM
3474
ML&R Wealth Management
Texas
$2.6M +$44.9K +267 +2%
NEGWA
3475
New England Guild Wealth Advisors
Connecticut
$2.6M +$168 +1 +0%
137 138
139
140 141