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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Accel Wealth Management
Iowa
$328K -$17.5K -193 -5%
BW
1627
BIP Wealth
Georgia
$327K -$27.5K -304 -8%
V
1628
VeraBank
Texas
$326K +$22.2K +246 +8%
RFW
1629
Redwood Family Wealth
Texas
$326K +$315K +3,478 New
VWA
1630
Visionary Wealth Advisors
Illinois
$325K -$69.6K -770 -18%
LT
1631
Legacy Trust
Michigan
$323K +$40.7K +450 +15%
HBW
1632
Hazlett, Burt & Watson
West Virginia
$323K +$6.06K +67 +2%
WDG
1633
Wealth Dimensions Group
Ohio
$321K -$36.4K -402 -10%
JC
1634
Jacobs & Co
California
$320K – – –
FAM
1635
Formidable Asset Management
Ohio
$320K -$4.34K -48 -1%
BB
1636
Berkshire Bank
Massachusetts
$319K -$44.2K -489 -13%
SEP
1637
Southland Equity Partners
Missouri
$318K -$1.81K -20 -0.6%
FB
1638
First Bancorp
Maine
$318K -$30.3K -335 -9%
BC
1639
Broadwater Capital
Massachusetts
$318K – – –
HAM
1640
Hedges Asset Management
Nevada
$318K +$90.4K +1,000 +42%
FHC
1641
First Heartland Consultants
Missouri
$318K -$6.15K -68 -2%
BWAM
1642
Boyd Watterson Asset Management
Ohio
$318K -$10K -111 -3%
SGCA
1643
Steel Grove Capital Advisors
Tennessee
$317K – – –
WJA
1644
Willis Johnson & Associates
Texas
$317K +$6.51K +72 +2%
GFA
1645
Gallagher Fiduciary Advisors
Illinois
$317K +$19.2K +212 +7%
WAS
1646
Wealth Advisory Solutions
Indiana
$316K -$20K -221 -6%
GSWM
1647
Golden State Wealth Management
California
$314K +$4.79K +53 +2%
MSWA
1648
Marshall & Sterling Wealth Advisors
New York
$314K -$8.23K -91 -3%
VFPW
1649
Vantage Financial Partners (Wisconsin)
Wisconsin
$313K +$2.62K +29 +0.9%
SDAM
1650
Shulman DeMeo Asset Management
New York
$313K +$1.45K +16 +0.5%
64 65
66
67 68