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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1726
Eudaimonia Partners
Tennessee
$301K -$70K -2,115 -20%
SIC
1727
Salem Investment Counselors
North Carolina
$301K +$41.6K +1,258 +17%
CWMU
1728
Caliber Wealth Management (Utah)
Utah
$300K +$284K +8,582 New
AWM
1729
Aprio Wealth Management
Georgia
$300K -$9.29K -281 -3%
MPW
1730
Monterey Private Wealth
California
$298K -$192K -5,810 -41%
BP
1731
Broadleaf Partners
Ohio
$298K -$38.7K -1,171 -12%
MAA
1732
Mraz Amerine & Associates
California
$298K – – –
CFFP
1733
Center for Financial Planning
Michigan
$298K +$18.5K +558 +7%
FOFP
1734
Fee-Only Financial Planning
South Carolina
$296K +$280K +8,459 New
SMA
1735
Sage Mountain Advisors
Georgia
$296K +$46.7K +1,411 +20%
FPCP
1736
Fort Point Capital Partners
California
$296K -$11.6K -350 -4%
WA
1737
Wealth Architects
California
$295K +$14.6K +440 +6%
GA
1738
Goldstein Advisors
Wisconsin
$294K +$278K +8,410 New
MIM
1739
MTM Investment Management
South Carolina
$294K – – –
NAM
1740
NTV Asset Management
West Virginia
$293K -$38.7K -1,170 -12%
BAM
1741
Bellevue Asset Management
Washington
$292K – – –
OFG
1742
Oxford Financial Group
Indiana
$292K +$276K +8,345 New
CGFA
1743
Colton Groome Financial Advisors
North Carolina
$290K +$45.1K +1,363 +20%
FWTB
1744
First Western Trust Bank
Colorado
$290K +$11.8K +358 +5%
T
1745
TCWP
Ohio
$290K -$98.8K -2,988 -26%
OWA
1746
Octavia Wealth Advisors
Ohio
$289K -$13.5K -408 -5%
SPWG
1747
Sage Private Wealth Group
Illinois
$289K -$4.96K -150 -2%
SIC
1748
Sterling Investment Counsel
New York
$289K +$21.3K +645 +8%
CCM
1749
Crabel Capital Management
California
$288K -$73.1K -2,210 -21%
KIG
1750
Kowal Investment Group
Wisconsin
$288K -$24K -725 -8%
68 69
70
71 72