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Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1876
ICA Group Wealth Management
Colorado
$340K +$57.6K +1,344 +21%
EFA
1877
Evernest Financial Advisors
Indiana
$340K +$332K +7,746 New
V
1878
VeraBank
Texas
$339K +$11.8K +275 +4%
JGIA
1879
Jackson Grant Investment Advisers
Connecticut
$339K +$343 +8 +0.1%
MFWP
1880
Mosaic Family Wealth Partners
Missouri
$339K +$41.9K +978 +14%
MA
1881
Montag & Associates
Georgia
$339K +$72.9K +1,700 +28%
GAM
1882
Grandview Asset Management
Pennsylvania
$336K +$28.6K +668 +10%
RTC
1883
Riverview Trust Company
Washington
$334K +$8.23K +192 +3%
WP
1884
WealthPLAN Partners
Nebraska
$334K -$37.9K -884 -10%
FG
1885
Fairman Group
Pennsylvania
$333K +$326K +7,601 New
AW
1886
Apricus Wealth
South Carolina
$333K -$58.9K -1,375 -15%
SWP
1887
Semus Wealth Partners
Florida
$333K +$643 +15 +0.2%
FGA
1888
Fortis Group Advisors
New Jersey
$332K +$55.8K +1,303 +18%
EW
1889
Element Wealth
Mississippi
$332K +$25.2K +588 +8%
W
1890
Wealthquest
Ohio
$330K +$54.5K +1,272 +20%
FWM
1891
Fonville Wealth Management
Virginia
$330K +$323K +7,536 New
VST
1892
Van Strum & Towne
California
$330K – – –
ATC
1893
Adirondack Trust Company
New York
$330K -$16K -374 -5%
TCPWM
1894
Traverso Chambers Private Wealth Management
California
$330K +$3.13K +73 +1%
DA
1895
Drake & Associates
Wisconsin
$329K +$29.4K +685 +10%
WIM
1896
Wittenberg Investment Management
Massachusetts
$329K -$6.43K -150 -2%
WRPWM
1897
Werba Rubin Papier Wealth Management
California
$329K -$171 -4 -0.1%
WA
1898
Wealthstream Advisors
New York
$327K -$2.66K -62 -0.8%
ACM
1899
Allred Capital Management
Texas
$327K -$7.24K -169 -2%
LRIA
1900
Leonard Rickey Investment Advisors
Washington
$327K +$4.76K +111 +2%
74 75
76
77 78