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Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
3501
Vaughan & Co Securities
New Jersey
$2.52M -$27.8K -176 -1%
WCWM
3502
Wooster Corthell Wealth Management
Connecticut
$2.51M -$7.74K -49 -0.3%
PWA
3503
Peterson Wealth Advisors
Utah
$2.51M +$113K +717 +5%
GWA
3504
Geometric Wealth Advisors
District of Columbia
$2.51M +$2.23M +14,122 New
KW
3505
KWB Wealth
California
$2.5M +$3.32K +21 +0.1%
TWA
3506
Tillar-Wenstrup Advisors
Ohio
$2.5M +$603K +3,814 +37%
TC
3507
TwinBeech Capital
New York
$2.5M +$2.22M +14,074 New
FCM
3508
Fairholme Capital Management
Florida
$2.5M – – –
RPG
3509
Resource Planning Group
Georgia
$2.5M +$192K +1,214 +9%
CAGAS
3510
Capital Advisory Group Advisory Services
Minnesota
$2.49M -$2.08M -13,189 -48%
PWAC
3511
Private Wealth Advisors (California)
California
$2.49M -$1.11M -7,002 -33%
UM
3512
Ulysses Management
New York
$2.49M +$237K +1,500 +12%
KL
3513
KilterHowling LLC
Colorado
$2.48M +$2.21M +13,973 New
BFAG
3514
Blackston Financial Advisory Group
Florida
$2.48M +$2.21M +13,973 New
JIP
3515
JBJ Investment Partners
South Carolina
$2.48M +$12.8K +81 +0.6%
HWMG
3516
Hurlow Wealth Management Group
Indiana
$2.47M -$52.3K -331 -2%
BCP
3517
Berkeley Capital Partners
Georgia
$2.47M +$122K +771 +6%
SPIO
3518
Seven Post Investment Office
California
$2.47M +$791K +5,008 +56%
HIC
3519
Harvey Investment Company
Kentucky
$2.46M – – –
AR
3520
Apeiron RIA
Texas
$2.45M +$2.18M +13,791 New
CCA
3521
Cottonwood Capital Advisors
Utah
$2.45M +$2.18M +13,784 New
GIM
3522
Groesbeck Investment Management
New Jersey
$2.44M – – –
SRC
3523
Stone Run Capital
New York
$2.44M – – –
BBPWM
3524
Blue Bell Private Wealth Management
Pennsylvania
$2.44M +$2.17M +13,716 New
GFP
3525
Guardian Financial Partners
California
$2.43M +$2.16M +13,699 New
139 140
141
142 143