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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
5226
Wetzel Investment Advisors
Indiana
$689K -$33.2K -145 -5%
BCA
5227
Bay Capital Advisors
Virginia
$689K +$35.7K +156 +6%
E
5228
EntreWealth
Texas
$688K +$271K +1,185 +57%
TFS
5229
truNorth Financial Services
Pennsylvania
$687K +$681K +2,975 New
SPA
5230
Sentinel Pension Advisors
Massachusetts
$686K +$202K +884 +42%
PIA
5231
Polaris Investment Advisors
Massachusetts
$683K +$677K +2,960 New
CMP
5232
Coston McIsaac & Partners
Maine
$683K +$57.2K +250 +9%
AFC
5233
Ares Financial Consulting
California
$682K +$676K +2,955 New
BF
5234
bLong Financial
Tennessee
$681K – – –
CFWMA
5235
Center for Wealth Management Advisory
Ohio
$680K +$674K +2,948 New
WIC
5236
Wilkins Investment Counsel
Massachusetts
$677K -$114K -500 -15%
GL
5237
Gerber LLC
Ohio
$676K +$3.89K +17 +0.6%
MSCM
5238
McElhenny Sheffield Capital Management
Texas
$676K +$107K +468 +19%
MA
5239
Mosaic Advisors
Texas
$674K +$668K +2,920 New
RFG
5240
REAP Financial Group
Texas
$674K +$68K +297 +11%
AC
5241
AWM Capital
Arizona
$673K +$22.9K +100 +4%
NAMM
5242
NorthStar Asset Management (Massachusetts)
Massachusetts
$672K +$30.4K +133 +5%
DWMS
5243
Dominguez Wealth Management Solutions
Virginia
$671K – – –
BWM
5244
Brickley Wealth Management
California
$671K +$2.52K +11 +0.4%
VWM
5245
Vigil Wealth Management
Florida
$670K +$664K +2,904 New
JBA
5246
Johnson Bixby & Associates
Washington
$670K +$13K +57 +2%
PFO
5247
Pioneer Family Office
Florida
$670K +$664K +2,902 New
BAM
5248
Broyhill Asset Management
North Carolina
$669K – – –
CWA
5249
Clearview Wealth Advisors
Oregon
$668K -$50.3K -220 -7%
AWA
5250
Aquire Wealth Advisors
Utah
$668K -$91.3K -399 -12%
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210
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