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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
5076
Brickley Wealth Management
California
$450K +$49.9K +252 +14%
HHMI
5077
Howard Hughes Medical Institute
Maryland
$447K +$403K +2,039 New
SWM
5078
Seaside Wealth Management
California
$447K +$30.1K +152 +8%
MWM
5079
Melfa Wealth Management
Massachusetts
$447K – – –
CPA
5080
Court Place Advisors
Maryland
$444K +$68.1K +344 +20%
SPA
5081
Sentinel Pension Advisors
Massachusetts
$442K +$31.3K +158 +8%
RWS
5082
Retirement Wealth Solutions
Wisconsin
$442K -$11.1K -56 -3%
WWA
5083
Wingate Wealth Advisors
Massachusetts
$441K -$18K -91 -4%
WRM
5084
Weybosset Research & Management
Rhode Island
$440K – – –
NFA
5085
Northwest Financial Advisors
Virginia
$440K -$4.53M -22,898 -92%
PWA
5086
Peterson Wealth Advisors
Utah
$439K – – –
E3F
5087
Eight 31 Financial
Texas
$439K -$114K -576 -22%
FF
5088
Finley Financial
Nevada
$439K – – –
SRIM
5089
Saratoga Research & Investment Management
California
$439K – – –
AIA
5090
Arbor Investment Advisors
North Carolina
$435K +$98.9K +500 +34%
TCM
5091
TruNorth Capital Management
Michigan
$432K -$119K -603 -23%
BSTWA
5092
Blake Schutter Theil Wealth Advisors
Ohio
$432K – – –
IDBONY
5093
Israel Discount Bank of New York
New York
$432K -$43.3K -219 -10%
TPW
5094
TL Private Wealth
Texas
$431K -$19.8K -100 -5%
SIM
5095
Sims Investment Management
Ohio
$430K +$4.95K +25 +1%
II
5096
Impact Investors
California
$430K +$2.77K +14 +0.7%
AWM
5097
Act Wealth Management
Texas
$430K +$141K +712 +57%
UAM
5098
Unison Asset Management
Florida
$427K +$68.7K +347 +22%
HAFS
5099
Hapanowicz & Associates Financial Services
Pennsylvania
$427K -$70.3K -355 -15%
DPW
5100
DiNuzzo Private Wealth
Pennsylvania
$426K +$792 +4 +0.2%
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