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Benchmark Electronics
BHE

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$4.74K – – –
CCWM
302
Cassaday & Co Wealth Management
Virginia
$4.34K +$3.51K +44 New
KFAS
303
Keating Financial Advisory Services
Kansas
$4.24K – – –
VWA
304
Valued Wealth Advisors
Utah
$4.05K +$3.27K +41 New
EP
305
Essential Partners
California
$3.95K +$558 +7 +21%
TCM
306
TD Capital Management
Tennessee
$3.66K – – –
MAM
307
Marquette Asset Management
Minnesota
$3.65K – – –
RWM
308
Raffa Wealth Management
District of Columbia
$3.55K +$1.52K +19 +112%
SFCL
309
Strengthening Families & Communities LLC
Massachusetts
$3.45K +$2.79K +35 New
AAG
310
Armstrong Advisory Group
Massachusetts
$2.17K +$1.75K +22 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.07K – – –
TFA
312
Toth Financial Advisory
Virginia
$1.97K +$1.59K +20 New
BGAI
313
Bruce G. Allen Investments
Colorado
$1.48K – – –
IPS
314
Investors Portfolio Services
Washington
$1.18K – – –
GWM
315
Gilpin Wealth Management
Colorado
$889 – – –
AW
316
Ankerstar Wealth
Texas
$791 – – –
CIAM
317
Caitong International Asset Management
Hong Kong
$691 – – –
CMA
318
Cedar Mountain Advisors
Oregon
$691 – – –
AWM
319
Abound Wealth Management
Tennessee
$593 -$160 -2 -25%
RWM
320
Rialto Wealth Management
New York
$593 +$479 +6 New
CFM
321
Cornerstone Financial Management
Massachusetts
$592 +$479 +6 New
PMFA
322
Plante Moran Financial Advisors
Michigan
$592 +$479 +6 New
WA
323
Westfuller Advisors
New York
$535 – – –
PWA
324
Physician Wealth Advisors
Utah
$395 +$319 +4 New
GIA
325
GHP Investment Advisors
Colorado
$297 – – –
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