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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2426
Tranquility Partners
Tennessee
$393K +$30.8K +631 +9%
LA
2427
LexAurum Advisors
Kansas
$392K +$49.6K +1,016 +16%
HCM
2428
Hengehold Capital Management
Ohio
$392K +$1.47K +30 +0.4%
WRM
2429
Weybosset Research & Management
Rhode Island
$392K – – –
C
2430
Certuity
Florida
$392K +$57.5K +1,177 +19%
RW
2431
Rede Wealth
Virginia
$392K -$2.83K -58 -0.8%
WRPWM
2432
Werba Rubin Papier Wealth Management
California
$391K -$5.81K -119 -2%
IIM
2433
Ipswich Investment Management
Massachusetts
$390K – – –
POIA
2434
Pin Oak Investment Advisors
Texas
$390K +$36.6K +750 +11%
GFG
2435
Goldstone Financial Group
Illinois
$389K +$364K +7,448 New
BCM
2436
Brown Capital Management
Maryland
$388K – – –
AW
2437
Alaethes Wealth
Nevada
$388K +$111K +2,265 +44%
LFA
2438
Laraway Financial Advisors
Minnesota
$387K -$31.7K -650 -8%
RCWM
2439
Royal Capital Wealth Management
Indiana
$386K – – –
HPM
2440
Hoxton Planning & Management
West Virginia
$385K +$21.8K +446 +6%
FP
2441
Financial Perspectives
Minnesota
$385K +$635 +13 +0.2%
MCM
2442
Mengis Capital Management
Oregon
$384K +$13.4K +275 +4%
WA
2443
Waverly Advisors
Alabama
$384K +$11.4K +234 +3%
EWA
2444
EP Wealth Advisors
California
$383K -$47.8M -978,700 -100%
HFP
2445
Holistic Financial Partners
Indiana
$382K +$50.6K +1,037 +17%
SC
2446
SRB Corp
Massachusetts
$382K -$115K -2,354 -24%
CSWG
2447
Cardinal Strategic Wealth Guidance
Kentucky
$381K -$84.8K -1,736 -19%
WG
2448
Watchman Group
Texas
$381K – – –
CIG
2449
Cascade Investment Group
Colorado
$380K +$62.1K +1,271 +21%
WP
2450
WealthPLAN Partners
Nebraska
$379K -$103K -2,119 -23%
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98
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