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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2451
Smithbridge Asset Management
Pennsylvania
$243K – – –
AC
2452
Apella Capital
Connecticut
$243K +$5.26K +100 +2%
GWA
2453
GGM Wealth Advisors
Maryland
$242K – – –
LWP
2454
Legacy Wealth Planning
Nevada
$242K +$158 +3 +0.1%
RPG
2455
Resource Planning Group
Georgia
$242K +$240K +4,571 New
PBC
2456
Pavion Blue Capital
California
$241K – – –
WMP
2457
Wealth Management Partners
Arizona
$241K +$2.37K +45 +1%
ERIM
2458
Eagle Ridge Investment Management
Connecticut
$240K -$36.5K -693 -13%
JAG
2459
Journey Advisory Group
Kentucky
$240K +$210 +4 +0.1%
BSSFA
2460
Baron Silver Stevens Financial Advisors
Florida
$240K +$239K +4,543 New
CWM
2461
Curi Wealth Management
North Carolina
$239K -$316 -6 -0.1%
TPW
2462
TL Private Wealth
Texas
$239K – – –
LC
2463
Landaas & Company
Wisconsin
$239K +$4.79K +91 +2%
EW
2464
Element Wealth
Mississippi
$239K +$4.89K +93 +2%
UTC
2465
Unified Trust Company
Kentucky
$238K – – –
WF
2466
WoodTrust Financial
Wisconsin
$238K +$236K +4,493 New
HA
2467
HC Advisors
Georgia
$237K -$59.5K -1,132 -20%
1WM
2468
1900 Wealth Management
Texas
$237K -$7K -133 -3%
HA
2469
Hamel Associates
New Jersey
$237K +$236K +4,480 New
CC
2470
Constitution Capital
Connecticut
$236K – – –
AC
2471
Avestar Capital
New York
$234K -$242K -4,592 -51%
MWM
2472
Mascoma Wealth Management
New Hampshire
$233K +$210 +4 +0.1%
SWM
2473
Sugarloaf Wealth Management
Georgia
$233K +$473 +9 +0.2%
GWM
2474
Gray Wealth Management
Maine
$232K -$6.63K -126 -3%
CWM
2475
Cedar Wealth Management
California
$232K – – –
97 98
99
100 101