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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2476
Schneider Downs Wealth Management Advisors
Pennsylvania
$375K +$375K +7,513 New
LFG
2477
Larson Financial Group
Missouri
$375K +$90.9K +1,822 +32%
AI
2478
Accredited Investors
Minnesota
$374K -$121K -2,428 -24%
AWM
2479
Aprio Wealth Management
Georgia
$374K -$34.4K -690 -8%
FFG
2480
Frisch Financial Group
New York
$374K +$2.15K +43 +0.6%
AAM
2481
Augustine Asset Management
Florida
$374K -$50 -1 -0%
TAM
2482
Titleist Asset Management
Texas
$374K +$49.6K +995 +15%
FS
2483
Financial Symmetry
North Carolina
$373K -$24.6K -494 -6%
APW
2484
Austin Private Wealth
Texas
$373K +$22K +440 +6%
HCM
2485
Hollencrest Capital Management
California
$371K +$349 +7 +0.1%
RWB
2486
RMR Wealth Builders
New Jersey
$371K +$2.15K +43 +0.6%
BCM
2487
Brown Capital Management
Maryland
$371K – – –
FWM
2488
Fairhaven Wealth Management
Illinois
$370K -$898 -18 -0.2%
KCPG
2489
Kavar Capital Partners Group
Kansas
$370K -$196K -3,925 -35%
CST
2490
Charles Schwab Trust
Nevada
$369K -$533K -10,692 -59%
WG
2491
Watchman Group
Texas
$369K – – –
PMFA
2492
Plante Moran Financial Advisors
Michigan
$369K -$1.05K -21 -0.3%
EWA
2493
Emergent Wealth Advisors
New York
$369K -$78.1K -1,565 -17%
BCM
2494
Buckhead Capital Management
Georgia
$369K -$15.2K -305 -4%
WIA
2495
Wetzel Investment Advisors
Indiana
$369K +$11.1K +223 +3%
WP
2496
WealthPLAN Partners
Nebraska
$369K +$10.6K +213 +3%
RCWM
2497
Royal Capital Wealth Management
Indiana
$368K – – –
AT
2498
American Trust
Kentucky
$368K -$23.9K -480 -6%
LI
2499
LVZ Inc
Michigan
$368K +$14K +280 +4%
PPG
2500
Peak Planning Group
Colorado
$365K -$37.6K -754 -9%
98 99
100
101 102