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Name Holding Trade Value Shares
Change 		Change in
Stake
FVCM
3776
F&V Capital Management
Florida
$302K -$168K -1,340 -32%
BWM
3777
Brickley Wealth Management
California
$301K +$14.3K +114 +4%
OPWM
3778
Oakwell Private Wealth Management
Texas
$301K +$29.5K +236 +9%
HPWM
3779
High Pines Wealth Management
Massachusetts
$300K -$3.57M -28,558 -91%
C1AG
3780
Client 1st Advisory Group
Florida
$300K +$2.5K +20 +0.7%
LJCM
3781
Lee Johnson Capital Management
Texas
$299K -$2.23M -17,820 -86%
WCM
3782
Wealthcare Capital Management
Virginia
$298K -$252K -2,017 -42%
ES
3783
ETF Store
Kansas
$298K +$5K +40 +2%
SAM
3784
Silphium Asset Management
United Kingdom
$297K – – –
FAM
3785
Frontier Asset Management
Wyoming
$297K +$350K +2,800 New
GWM
3786
Gitterman Wealth Management
New Jersey
$296K – – –
CWM
3787
CarsonAllaria Wealth Management
Illinois
$295K – – –
JA
3788
JVL Associates
Michigan
$294K -$26K -208 -7%
HIS
3789
Horizon Investment Services
Indiana
$292K +$31.3K +250 +10%
ACM
3790
Antonetti Capital Management
Florida
$291K -$5.26K -42 -2%
CCM
3791
Colorado Capital Management
Colorado
$291K +$7.13K +57 +2%
LPWM
3792
Lake Point Wealth Management
Texas
$290K +$3.25K +26 +1%
TWP
3793
Tower Wealth Partners
Pennsylvania
$290K +$4K +32 +1%
AWM
3794
Aprio Wealth Management
Georgia
$289K -$20K -160 -6%
AWM
3795
Act Wealth Management
Texas
$289K +$2.5K +20 +0.7%
HI
3796
Hendershot Investments
Virginia
$289K +$10K +80 +3%
OA
3797
Operose Advisors
Wisconsin
$287K – – –
BA
3798
Bellwether Advisors
Nebraska
$284K -$77.6K -620 -19%
HI
3799
Human Investing
Oregon
$282K -$13.4K -107 -4%
EC
3800
EdgeRock Capital
Colorado
$282K +$332K +2,651 New
150 151
152
153 154