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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2951
Ullmann Wealth Partners Group
Florida
$241K +$4.17K +73 +2%
WFAG
2952
Wescott Financial Advisory Group
Pennsylvania
$240K +$232K +4,060 New
DL
2953
DOHJ LLC
Washington
$240K +$232K +4,060 New
VST
2954
Van Strum & Towne
California
$240K +$232K +4,055 New
MJP
2955
Michael J. Puzo
$239K – – –
AFA
2956
AA Financial Advisors
Ohio
$239K +$1.54K +27 +0.7%
GWA
2957
Gratus Wealth Advisors
Virginia
$239K -$16.6K -290 -7%
LAM
2958
Lifestyle Asset Management
Texas
$239K +$230K +4,032 New
ERWM
2959
Elk River Wealth Management
Colorado
$238K -$8.62K -151 -4%
LT
2960
Legacy Trust
Michigan
$238K -$109K -1,901 -32%
NC
2961
NovaPoint Capital
Georgia
$238K – – –
HA
2962
Hamel Associates
New Jersey
$237K +$229K +4,005 New
MA
2963
Maxele Advisors
Missouri
$237K +$229K +4,001 New
AAA
2964
AG Asset Advisory
California
$237K +$228K +4,000 New
PP
2965
PrairieView Partners
Minnesota
$236K +$37.2K +651 +19%
SLC
2966
Second Line Capital
Louisiana
$236K +$228K +3,984 New
WP
2967
WealthShield Partners
North Carolina
$236K +$57 +1 +0%
BB
2968
Burford Brothers
Texas
$235K +$1.03K +18 +0.5%
BCA
2969
Bay Capital Advisors
Virginia
$235K +$227K +3,976 New
WP
2970
WealthPLAN Partners
Nebraska
$235K -$65.5K -1,147 -22%
HC
2971
Hamilton Capital
Ohio
$235K -$166K -2,902 -42%
HP
2972
HT Partners
Connecticut
$235K – – –
LW
2973
Libra Wealth
California
$235K – – –
IJWM
2974
Inman Jager Wealth Management
Mississippi
$234K +$226K +3,958 New
E3F
2975
Eight 31 Financial
Texas
$234K -$19.4K -339 -8%
117 118
119
120 121