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Name Holding Trade Value Shares
Change 		Change in
Stake
BHFP
2951
Blom & Howell Financial Planning
California
$567K -$10.2K -98 -2%
ACM
2952
Armbruster Capital Management
New York
$566K – – –
CRWM
2953
Castle Rock Wealth Management
California
$566K -$1.15K -11 -0.2%
HC
2954
Hamilton Capital
Ohio
$566K -$29.3K -280 -5%
WA
2955
WPG Advisers
Maryland
$565K +$81.2K +776 +19%
BAMG
2956
Brand Asset Management Group
Missouri
$565K -$40.9K -391 -8%
PFWA
2957
Paces Ferry Wealth Advisors
Georgia
$565K -$23K -220 -4%
ACM
2958
AUA Capital Management
Pennsylvania
$565K – – –
NWP
2959
Noble Wealth Partners
Colorado
$561K +$500K +4,777 New
CC
2960
Clearwave Capital
California
$561K +$60.7K +580 +14%
MA
2961
Maxele Advisors
Missouri
$560K +$498K +4,766 New
SNBOSD
2962
Security National Bank of So Dak
Iowa
$559K -$109K -1,041 -18%
RPA
2963
Redwood Park Advisors
California
$558K -$27.1K -259 -5%
FWM
2964
Fonville Wealth Management
Virginia
$558K -$101K -965 -17%
TI
2965
Truepoint Inc
Ohio
$557K +$48.1K +460 +11%
WSWA
2966
Warren Street Wealth Advisors
California
$557K +$10.1K +97 +2%
FGC
2967
First Growth Capital
Maryland
$556K – – –
SP
2968
Successful Portfolios
Florida
$556K +$4.6K +44 +1%
TGAM
2969
TBH Global Asset Management
Tennessee
$556K -$7.32K -70 -1%
WAM
2970
WNY Asset Management
New York
$555K +$12.3K +118 +3%
OWP
2971
ORG Wealth Partners
Texas
$555K +$75.7K +724 +18%
GI
2972
GLOBALT Investments
Georgia
$555K – – –
AGC
2973
August Group Capital
$555K +$9.52K +91 +2%
ODIJL
2974
One Day In July LLC
Vermont
$554K +$100K +958 +25%
GLLW
2975
Graves Light Lenhart Wealth
Virginia
$554K +$20.9K +200 +4%
117 118
119
120 121