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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4051
Pineridge Advisors
Missouri
$636K +$587K +4,187 New
WFAG
4052
Wescott Financial Advisory Group
Pennsylvania
$636K -$44.6K -318 -7%
CRI
4053
Commonwealth Retirement Investments
Virginia
$636K +$8.41K +60 +1%
DIP
4054
Davis Investment Partners
North Carolina
$635K -$31.1K -222 -5%
RWG
4055
Ratio Wealth Group
Colorado
$634K +$41.4K +295 +8%
AC
4056
ASB Consultores
Florida
$634K -$310K -2,214 -35%
BCM
4057
Brooktree Capital Management
Michigan
$632K – – –
RTL
4058
Red Tortoise LLC
Georgia
$632K -$561 -4 -0.1%
AWA
4059
Alaska Wealth Advisors
Alaska
$631K +$112K +802 +24%
TCM
4060
Tandem Capital Management
New Jersey
$630K +$21.7K +155 +4%
TWA
4061
Talisman Wealth Advisors
New Jersey
$629K +$701 +5 +0.1%
HGWM
4062
Horst & Graben Wealth Management
Oregon
$626K -$701 -5 -0.1%
GA
4063
Greenspring Advisors
Maryland
$626K -$31.5K -225 -5%
SNBOSD
4064
Security National Bank of So Dak
Iowa
$626K -$2.1K -15 -0.4%
FPFS
4065
First Personal Financial Services
North Carolina
$625K +$3.08K +22 +0.5%
WCM
4066
Wallace Capital Management
Texas
$623K -$133K -950 -19%
PIM
4067
Parker Investment Management
California
$620K -$15.4K -110 -2%
CWM
4068
CCG Wealth Management
California
$619K -$214K -1,530 -27%
HP
4069
Hyperion Partners
Pennsylvania
$618K -$67.1K -479 -11%
PWM
4070
Paulson Wealth Management
Illinois
$615K -$56.1K -400 -9%
ODFS
4071
O'Donnell Financial Services
California
$615K – – –
SCM
4072
Sebold Capital Management
Illinois
$615K -$220K -1,566 -28%
CW
4073
Cook Wealth
North Carolina
$614K +$158K +1,130 +41%
RBCM
4074
Raub Brock Capital Management
California
$612K +$3.5K +25 +0.6%
FWA
4075
FSC Wealth Advisors
New York
$612K +$35.6K +254 +7%
161 162
163
164 165