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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1876
Evernest Financial Advisors
Indiana
$340K +$332K +7,746 New
V
1877
VeraBank
Texas
$339K +$11.8K +275 +4%
JGIA
1878
Jackson Grant Investment Advisers
Connecticut
$339K +$343 +8 +0.1%
MFWP
1879
Mosaic Family Wealth Partners
Missouri
$339K +$41.9K +978 +14%
MA
1880
Montag & Associates
Georgia
$339K +$72.9K +1,700 +28%
GAM
1881
Grandview Asset Management
Pennsylvania
$336K +$28.6K +668 +10%
RTC
1882
Riverview Trust Company
Washington
$334K +$8.23K +192 +3%
WP
1883
WealthPLAN Partners
Nebraska
$334K -$37.9K -884 -10%
FG
1884
Fairman Group
Pennsylvania
$333K +$326K +7,601 New
AW
1885
Apricus Wealth
South Carolina
$333K -$58.9K -1,375 -15%
SWP
1886
Semus Wealth Partners
Florida
$333K +$643 +15 +0.2%
FGA
1887
Fortis Group Advisors
New Jersey
$332K +$55.8K +1,303 +18%
EW
1888
Element Wealth
Mississippi
$332K +$25.2K +588 +8%
W
1889
Wealthquest
Ohio
$330K +$54.5K +1,272 +20%
FWM
1890
Fonville Wealth Management
Virginia
$330K +$323K +7,536 New
VST
1891
Van Strum & Towne
California
$330K – – –
ATC
1892
Adirondack Trust Company
New York
$330K -$16K -374 -5%
TCPWM
1893
Traverso Chambers Private Wealth Management
California
$330K +$3.13K +73 +1%
DA
1894
Drake & Associates
Wisconsin
$329K +$29.4K +685 +10%
WIM
1895
Wittenberg Investment Management
Massachusetts
$329K -$6.43K -150 -2%
WRPWM
1896
Werba Rubin Papier Wealth Management
California
$329K -$171 -4 -0.1%
WA
1897
Wealthstream Advisors
New York
$327K -$2.66K -62 -0.8%
ACM
1898
Allred Capital Management
Texas
$327K -$7.24K -169 -2%
LRIA
1899
Leonard Rickey Investment Advisors
Washington
$327K +$4.76K +111 +2%
BSSFA
1900
Baron Silver Stevens Financial Advisors
Florida
$326K +$26.4K +615 +9%
74 75
76
77 78