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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCFA
4301
William Howard & Co Financial Advisors
Tennessee
$1.87M -$165K -886 -9%
DI
4302
Disciplined Investments
Oklahoma
$1.87M +$2.05K +11 +0.1%
OWM
4303
OneAscent Wealth Management
Alabama
$1.87M -$399K -2,142 -19%
TWG
4304
The Wealth Group
Minnesota
$1.87M +$54.6K +293 +3%
CWA
4305
Cornerstone Wealth Advisors
Minnesota
$1.87M -$37.7K -202 -2%
PIM
4306
Parker Investment Management
California
$1.86M – – –
MFA
4307
Millington Financial Advisors
Illinois
$1.86M +$932 +5 +0.1%
BA
4308
BCM Advisors
Louisiana
$1.86M +$235K +1,260 +17%
CC
4309
Copperleaf Capital
North Carolina
$1.86M +$120K +641 +8%
MAM
4310
Marotta Asset Management
Virginia
$1.85M +$38K +204 +2%
SPA
4311
Sherbrooke Park Advisers
New York
$1.85M -$1.88M -10,091 -53%
MCC
4312
Maiden Cove Capital
Maine
$1.85M +$2.03M +10,892 New
AWAU
4313
Alliance Wealth Advisors (Utah)
Utah
$1.85M +$17.3K +93 +1%
CCM
4314
Chiron Capital Management
Florida
$1.84M -$37.3K -200 -2%
HFW
4315
Horizon Family Wealth
Illinois
$1.84M +$2.05K +11 +0.1%
OPWM
4316
Oakwell Private Wealth Management
Texas
$1.84M -$46.4K -249 -3%
FI
4317
FWG Investments
Kentucky
$1.83M -$17.5K -94 -1%
CCP
4318
Cunning Capital Partners
North Carolina
$1.83M – – –
WWM
4319
Wiser Wealth Management
Georgia
$1.83M -$161K -862 -9%
LIA
4320
LifePlan Investment Advisors
North Carolina
$1.82M +$9.51K +51 +0.6%
ACM
4321
Armbruster Capital Management
New York
$1.82M +$51.1K +274 +3%
BA
4322
Ballew Advisors
Mississippi
$1.82M -$17.7K -95 -1%
VFPI
4323
Vantage Financial Partners (Illinois)
Illinois
$1.81M +$29.8K +160 +2%
WFS
4324
WealthGarden F.S.
California
$1.81M +$1.6M +8,578 New
MAM
4325
MMA Asset Management
Pennsylvania
$1.81M +$61.2K +328 +4%
171 172
173
174 175