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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1451
Blue Chip Wealth Management
Florida
$255K -$11.3K -190 -4%
WCM
1452
WealthBridge Capital Management
Ohio
$255K -$8.89K -150 -4%
WA
1453
Wealth Architects
California
$255K -$237 -4 -0.1%
GAG
1454
GM Advisory Group
New York
$255K – – –
VAG
1455
VisionPoint Advisory Group
Texas
$255K +$4.62K +78 +2%
CBTWT
1456
Community Bank & Trust (Waco, Texas)
Texas
$254K -$103K -1,737 -30%
AL
1457
Aspiriant LLC
California
$253K -$56.9K -960 -19%
MCA
1458
Morris Capital Advisors
Pennsylvania
$253K – – –
AAM
1459
American Asset Management
Florida
$253K +$237K +4,007 New
WANY
1460
Wealthspire Advisors (New York)
New York
$253K +$238K +4,012 New
RCM
1461
RB Capital Management
Nevada
$251K -$11.3K -190 -4%
GLA
1462
Good Life Advisors
Pennsylvania
$251K +$7.23K +122 +3%
JAM
1463
Jupiter Asset Management
United Kingdom
$250K – – –
BWP
1464
BSW Wealth Partners
Colorado
$249K +$7.58K +128 +3%
ZIC
1465
ZWJ Investment Counsel
Georgia
$249K +$234K +3,949 New
CIC
1466
Chase Investment Counsel
Virginia
$248K – – –
CIC
1467
Crawford Investment Counsel
Georgia
$248K +$233K +3,928 New
SFP
1468
Shepherd Financial Partners
Massachusetts
$247K -$1.59M -26,816 -87%
JA
1469
JOYN Advisors
Georgia
$247K +$1.01K +17 +0.4%
CAG
1470
Csenge Advisory Group
Florida
$245K -$10.6K -179 -4%
TF
1471
TimeScale Financial
Massachusetts
$245K – – –
MA
1472
MCF Advisors
Kentucky
$244K +$190K +3,198 +475%
OC
1473
Oakworth Capital
Alabama
$243K -$30.9K -522 -12%
MFW
1474
Meristem Family Wealth
Minnesota
$243K -$17.8K -300 -7%
SAM
1475
SignalPoint Asset Management
Missouri
$242K +$237 +4 +0.1%
57 58
59
60 61