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Name Holding Trade Value Shares
Change 		Change in
Stake
FGWP
2751
Founders Grove Wealth Partners
Virginia
$456K -$106K -1,359 -19%
FBC
2752
Fairfield, Bush & Co
Connecticut
$456K – – –
DCBT
2753
Dakota Community Bank & Trust
North Dakota
$455K -$13.2K -168 -3%
TGY2IT
2754
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$455K +$459K +5,859 New
HWMC
2755
Heritage Wealth Management (California)
California
$455K -$4.62K -59 -1%
AL
2756
ADE LLC
Maryland
$454K – – –
VCM
2757
Vivaldi Capital Management
Illinois
$453K -$16.1K -206 -3%
OFA
2758
Oak Family Advisors
Illinois
$453K -$60.9K -778 -12%
TIM
2759
Tortoise Investment Management
New York
$453K -$187K -2,393 -29%
SNBOSD
2760
Security National Bank of So Dak
Iowa
$450K – – –
SWP
2761
Semus Wealth Partners
Florida
$449K +$1.96K +25 +0.4%
FRM
2762
Fox Run Management
Connecticut
$449K +$456K +5,829 New
BFS
2763
BridgePort Financial Solutions
Iowa
$448K -$128K -1,631 -22%
BFA
2764
Brown Financial Advisors
Ohio
$448K -$42.4K -542 -9%
CWG
2765
Crown Wealth Group
North Carolina
$447K +$235 +3 +0.1%
WA
2766
Westfuller Advisors
New York
$447K -$13.1K -167 -3%
FPFC
2767
Financial Planning Fort Collins
Colorado
$446K +$393K +5,015 New
WCM
2768
Warburton Capital Management
Oklahoma
$446K +$12.3K +157 +3%
PCMNC
2769
Piedmont Capital Management (North Carolina)
North Carolina
$445K +$14K +179 +3%
TWM
2770
Topsail Wealth Management
North Carolina
$445K -$29.5K -377 -6%
FWM
2771
Fonville Wealth Management
Virginia
$443K +$1.17K +15 +0.3%
GCM
2772
Gables Capital Management
Florida
$443K +$345K +4,410 +339%
TWM
2773
TriaGen Wealth Management
California
$443K -$23.3K -298 -5%
SP
2774
Symmetry Partners
Connecticut
$442K +$59.7K +763 +15%
OAS
2775
Optivise Advisory Services
Tennessee
$441K -$74.2K -948 -14%
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