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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2601
Correct Capital Wealth Management
Missouri
$280K -$2.71K -57 -1%
AL
2602
ACAS LLC
California
$279K -$7.26K -153 -3%
SIG
2603
Spinnaker Investment Group
California
$278K -$54.7K -1,152 -16%
OFA
2604
Oak Family Advisors
Illinois
$278K -$272K -5,720 -49%
GFA
2605
Gallagher Fiduciary Advisors
Illinois
$278K +$278K +5,847 New
CCA
2606
Clearwater Capital Advisors
Illinois
$276K -$60.3K -1,271 -18%
NPF
2607
Norris Perne & French
Michigan
$276K -$53.4K -1,125 -16%
CCM
2608
Chaney Capital Management
Washington
$275K – – –
HI
2609
Human Investing
Oregon
$275K -$178K -3,741 -39%
YCG
2610
Yeomans Consulting Group
Georgia
$275K +$1.38K +29 +0.5%
SWG
2611
Summit Wealth Group
Vermont
$274K +$13.1K +276 +5%
CAM
2612
Chesapeake Asset Management
New York
$274K -$84.1K -1,772 -24%
LF
2613
LifePlan Financial
Minnesota
$274K – – –
BCM
2614
Blume Capital Management
California
$273K – – –
SPWM
2615
Schrum Private Wealth Management
Florida
$273K +$522 +11 +0.2%
PFA
2616
Pathway Financial Advisors
Vermont
$273K -$32.1K -676 -11%
RWM
2617
RKL Wealth Management
Pennsylvania
$273K +$4.99K +105 +2%
HFS
2618
Heritage Financial Services
Massachusetts
$273K -$902 -19 -0.3%
UL
2619
Unionview LLC
Washington
$272K +$617 +13 +0.2%
KI
2620
Kapitalo Investimentos
Brazil
$272K -$180K -3,783 -40%
BWA
2621
Burt Wealth Advisors
Maryland
$271K – – –
SDWMA
2622
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K -$85.7K -1,805 -24%
ECU
2623
Eisler Capital (US)
New York
$271K +$271K +5,700 New
PCMC
2624
Private Capital Management (Colorado)
Colorado
$271K -$12.3K -258 -4%
HWMG
2625
Hurlow Wealth Management Group
Indiana
$270K +$20.3K +428 +8%
103 104
105
106 107