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Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
2051
Van Diest Capital
Iowa
$571K +$599K +2,806 New
GPA
2052
Guerra Pan Advisors
New Jersey
$570K – – –
AAMG
2053
AMG Asset Management Group
Georgia
$564K +$592K +2,773 New
CCC
2054
Compass Capital Corp
Massachusetts
$564K +$17.5K +82 +6%
WP
2055
WealthShield Partners
North Carolina
$564K +$60.2K +282 +11%
VC
2056
Veery Capital
Delaware
$563K +$15.2K +71 +3%
AAM
2057
Austin Asset Management
Texas
$562K +$590K +2,762 New
OW
2058
Olistico Wealth
Oklahoma
$559K +$4.48K +21 +0.8%
PW
2059
PUREfi Wealth
Massachusetts
$558K +$146K +686 +33%
FG
2060
Foster Group
Iowa
$558K +$34.8K +163 +6%
KMWM
2061
Keudell/Morrison Wealth Management
Oregon
$558K -$19.9K -93 -3%
CMF
2062
Counterpoint Mutual Funds
California
$556K +$584K +2,735 New
SLWA
2063
San Luis Wealth Advisors
California
$555K -$72.4K -339 -11%
NAG
2064
Northstar Advisory Group
New Jersey
$555K +$262K +1,227 +82%
GAM
2065
Gemmer Asset Management
California
$553K +$11.1K +52 +2%
SW
2066
SkyOak Wealth
Michigan
$552K +$91.2K +427 +19%
FCFC
2067
First Commonwealth Financial Corp
Pennsylvania
$552K +$579K +2,713 New
SBF
2068
Sara-Bay Financial
Florida
$552K -$19K -89 -3%
LSWP
2069
Liberty Square Wealth Partners
Pennsylvania
$549K +$2.78K +13 +0.5%
SIA
2070
Strategic Investment Advisors
Michigan
$549K +$120K +563 +26%
LFS
2071
Legacy Financial Strategies
Kansas
$547K +$8.33K +39 +1%
MFWP
2072
Mosaic Family Wealth Partners
Missouri
$547K +$12.8K +60 +2%
CL
2073
CPWA LLC
Oregon
$547K +$255K +1,192 New
FFA
2074
Fi3 Financial Advisors
Indiana
$546K +$175K +820 +44%
PBF
2075
Petix & Botte Financial
California
$545K -$263K -1,232 -48%
81 82
83
84 85