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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2151
Willow Creek Wealth Management
California
$293K – – –
GCA
2152
Gradient Capital Advisors
California
$293K +$4.24K +11 +1%
OPWM
2153
Oregon Pacific Wealth Management
Oregon
$292K +$5.39K +14 +2%
AA
2154
Armis Advisers
Georgia
$292K +$310K +804 New
PL
2155
Plancorp LLC
Missouri
$292K -$93.2K -242 -24%
GHAM
2156
Gilman Hill Asset Management
Connecticut
$292K -$5.78K -15 -2%
GHA
2157
Granite Harbor Advisors
Texas
$292K +$57.4K +149 +25%
SCM
2158
Sitrin Capital Management
California
$292K -$16.6K -43 -5%
BWS
2159
Broadway Wealth Solutions
Texas
$291K +$35.1K +91 +14%
DE
2160
Diversified Enterprises
Delaware
$291K -$26.2K -68 -8%
HAM
2161
Hickory Asset Management
Ohio
$290K +$1.54K +4 +0.5%
OFO
2162
OneAscent Family Office
Alabama
$290K +$32.4K +84 +13%
JF
2163
Jericho Financial
Ohio
$289K -$16.2K -42 -5%
PJWM
2164
Philip James Wealth Mangement
Georgia
$288K – – –
MCWA
2165
Meadow Creek Wealth Advisors
Georgia
$288K -$10K -26 -3%
AWM
2166
Avaii Wealth Management
Wisconsin
$286K -$771 -2 -0.3%
TIA
2167
Tiemann Investment Advisors
California
$286K – – –
PAG
2168
Powers Advisory Group
Illinois
$286K +$34.3K +89 +14%
NWM
2169
Northwest Wealth Management
Iowa
$286K +$285K +739 New
SCA
2170
Sandy Cove Advisors
Massachusetts
$286K +$19.7K +51 +7%
FIBOI
2171
First International Bank of Israel
$286K +$285K +739 New
CWAF
2172
Core Wealth Advisors (Florida)
Florida
$286K +$284K +738 New
BA
2173
Bluesphere Advisors
Pennsylvania
$285K – – –
USB
2174
Union Savings Bank
Connecticut
$284K -$38.5K -100 -11%
CC
2175
Capital Counsel
New York
$284K – – –
85 86
87
88 89