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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1701
Glassman Wealth Services
Virginia
$334K +$25.1K +352 +9%
I
1702
InceptionR
California
$334K +$301K +4,230 New
OCBCO
1703
Oversea-Chinese Banking Corp (OCBC)
Singapore
$333K -$274K -3,848 -48%
ECG
1704
Edge Capital Group
Georgia
$333K +$300K +4,214 New
FAG
1705
Fortitude Advisory Group
Washington
$333K -$9.75K -137 -3%
MIH
1706
Meitav Investment House
Israel
$332K +$39.4K +554 +15%
AC
1707
Allstate Corporation
Illinois
$332K +$35.1K +493 +13%
SCP
1708
Sivia Capital Partners
California
$332K +$299K +4,206 New
APWM
1709
Atlas Private Wealth Management
New York
$331K – – –
GSC
1710
Grey Street Capital
Illinois
$331K +$3.06K +43 +1%
MHIC
1711
Marble Harbor Investment Counsel
Massachusetts
$330K – – –
HI
1712
Humankind Investments
New York
$330K -$8.9K -125 -3%
WA
1713
Wealth Architects
California
$329K +$356 +5 +0.1%
LFA
1714
Landmark Financial Advisors
Kentucky
$329K +$10.9K +153 +4%
RPWA
1715
Regent Peak Wealth Advisors
Georgia
$329K +$11.1K +156 +4%
VA
1716
Valmark Advisers
Ohio
$328K -$46.7K -656 -14%
MIG
1717
McGuire Investment Group
Rhode Island
$327K -$41.6K -584 -12%
SFS
1718
Sharp Financial Services
Pennsylvania
$327K +$295K +4,139 New
PAG
1719
Powers Advisory Group
Illinois
$326K +$6.48K +91 +2%
LSC
1720
Lesa Sroufe & Co
Washington
$326K – – –
TI
1721
Truepoint Inc
Ohio
$326K -$7.87M -110,515 -96%
DWM
1722
Drive Wealth Management
Utah
$325K +$293K +4,120 New
CIC
1723
Crawford Investment Counsel
Georgia
$324K -$12.2K -172 -4%
CA
1724
Cornerstone Advisory
Maryland
$324K -$359K -5,039 -55%
IP
1725
Ignite Planners
California
$324K -$84.3K -1,185 -23%
67 68
69
70 71